Forms

The Van Der Noord Financial Advisors, Inc. Forms Page

Below is a directory of commonly used forms and information. If you need a form/information that is not listed, please call us at (864) 801-1977

FINANCIAL PLANNING FORMS:

Preliminary Information Package(PIP) -- This package is a streamlined version of the introductory folder we send to prospective clients. It contains basic information about our firm including a menu of services and fees. (Click Here)

"VFA, Inc. In the News" - Media List -- This form contains a partial list of recognition that Van Der Noord Financial Advisors or its principals have received by various media outlets. (Click Here)

Data Gathering Package(DGP) -- Part A of this form must be completed and brought to your DATA GATHERING MEETING (DGM). A list of documents and other information needed for the DGM will be sent to you separately. (Click Here)

Paladin Registry Code of Ethics -- Based on extensive Paladin market research, thousands of investors said they wanted knowledgeable, trustworthy financial advisors. However, 83.7% said they didn't know how to measure advisor competence and ethics. This is the reason so many low quality advisors produce significant revenue in this industry. The attached Code of Ethics should be used as a measure by which you select your financial advisor. (Click Here)

ADVISORY FORMS:

Client Advisory Agreement -- This form is used to retain the advisory services of Van Der Noord Financial Advisors, Inc. The advisory agreement must alsways be accompanied by the FORM ADV Part II. (Click Here)