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.
D.H. Hill Third-Party - Forms
The following paperwork is required in addition to the D.H. Hill ADV 2A, Form CRS, Privacy Pledge & Notification, and Business Continuity documents which can be located under Advisory Forms.
DH Hill Rollover IRA Disclosure Form (if applicable)
Respective Third-Party Client Account Paperwork