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New Client Investment Profile/Information Form
Investment Advisory Agreement
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Client Withdrawal Memo
IRA Rollover Compliance Checklist
Affiliation Disclosure - IARs to Clients
Courtesy Account Letter - For Unmanaged Client Assets
Margin Acknowledgment and Hold Harmless
Diminished Capacity Trusted Contacts
Trade Accommodation Letter
Move to Cash

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Office: 317-818-1776

Fax: 317-818-1774

2454 East 116th Street

Carmel, IN 46032

intrepid@intrepidfinancial.com

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We are a Registered Investment Advisor offering Investment Advisory Services through Intrepid Financial Planning Group, LLC, a wholly owned subsidiary of Intrepid Financial, LLC. We are registered with the United States Securities and Exchange Commission (SEC) and additional information about Intrepid Financial Planning Group, LLC is also available on the SEC's website at: www.adviserinfo.sec.gov . The information on this website has not been approved, verified, or otherwise endorsed by the SEC or by any state securities authority.

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