Copeland Capital Management,
LLC Investment Advisory Agreement
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Client's name (or title of
account) must be filled in on first page
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Contract must be checked
"equity portfolio" or "balanced portfolio"
on first page
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Contract must be signed and
dated and all other information completed on last page
Copeland Client Questionnaire/New
Account Information Form
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All information must be completed
on both sides of form
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Client must sign and date
form
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Please note that Copeland
will score the questionnaire to ensure that it is consistent
with the investment objective selected
Current asset list, including
ticker symbols or CUSIP's for securities, and EXACT cash balance
2. Operational Set-Up:
Copeland must be set up for
DTC/electronic confirms. Please DO NOT set Copeland
up for mailed confirms.
COPELAND INSTITUTIONAL
ID INFORMATION:
PROGRAM NAME
COPELAND
INSTITUTIONAL ID
Charles
Schwab
Colony Group (The)
Concord Wealth Management
Fidelity Investments
Lockwood Financial
Morgan Stanley Vision
Placemark Investments, Inc.
Raymond James Financial Services - OSM Program
RBC Dain Rauscher
Smith Barney CES
TD Ameritrade
UBS PaineWebber MAC
Wells Fargo
Contact
Us
All Other Programs
Contact Us
Monthly statements should
be mailed to:
Copeland Capital Management,
LLC
Eight Tower Bridge
161 Washington Street, Suite
1650
Conshohocken, PA 19428
Attention: Operations Department
Proxies should be sent
to:
Copeland Capital Management,
LLC
Eight Tower Bridge
161 Washington Street, Suite
1650
Conshohocken, PA 19428
Attn: Proxy Department
Please fax all documentation to the Account
Administration Department at 484-530-3850
Please be advised that it may take up to 48
hours to trade accounts after receipt of all required documents.
The Trading Department needs to be notified
by fax (484-530-3850) of any future deposits or withdrawals.
If you need additional kits, please contact
us at 484-530-4300.
