Third Party Programs

Third-Party Investment Advisors/ Turnkey Asset Management Platforms - Overview

D.H. Hill has put the following TPIAs and TAMPs through a due-diligence review to ensure each third-party meets certain requirements. Please note that D.H. Hill does review these third-parties on an ongoing basis but is not responsible for third-party materials and stated risk-returns. Any third-party material that is customized for advisor use needs to submitted to D.H. Hill compliance for review. D.H. Hill reserves the right to add, place on hold, and/or terminate any third-party relationship. If a third-party manger is terminated D.H. Hill will notify advisors using third-party and allow up to six months to transition client business.

• Adhesion

• AssetMark

• Envestnet

• Eqis

D.H. Hill Third-Party - Forms

• Client Profile

• Customer Information for Opening an Account with DH Hill

• DH Hill Third Party Agreement

• DH Hill Rollover IRA Disclosure Form (if applicable)

• Respective Third-Party Client Account Paperwork