Agreements and Disclosure Brochures

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Welcome to Genworth Financial Wealth Management! On this web page you are able to download another copy of your Investment Management Services Agreement and GFWM's Disclosure Brochure. Both documents were delivered to you when you signed your account establishment paperwork.

Investment Management Services Agreement

GFWM Disclosure Brochure

If you selected a Third Party Individually Managed Account ("IMA") Investment Solution, you can also download each IMA Manager's Disclosure Brochure.

 

GFTC DIsclosure Brochure

ING Disclosure Brochure

Nuveen Disclosure Brochure

Parametric Disclosure Brochure

Pershing Disclosure Brochure

Rochdale Disclosure Brochure

 

If you are unable to download these documents, please notify your Financial Advisor or call Advisor Services at 800 664.5345.