Download disclosures below. Contact your TFA financial professional with questions.
Customer Relationship Summary (CRS) Form
TFA Regulation Best Interest Disclosure
Client Brokerage Account Fee Schedule
Notice of Privacy Policy
ADV Part 2A
ADV, Part 2A Appendix 1 (Transamerica APEX Wrap Fee Program Brochure)
ADV Part 2A – Appendix, TFA ONE Wealth Management Platform Brochure
ADV Part 2A – Appendix, TFA ALPHA Wrap Fee Brochure
Social Media Disclosures
Revenue Sharing Arrangements and Payments by Sponsoring Companies Client Disclosure Statement
Business Continuity Plan (BCP)