Eide Bailly Initial Consent Verification
Thank You for Your Interest in Making a Client Introduction
At Sequoia, we value the trust you place in us when connecting your clients with our advisors. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. To ensure we maintain the highest standards of client protection, we need to verify one important detail before proceeding.
Have you obtained a signed 7216 consent from your client for this introduction?