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Clients

Disclosures

SagePoint Financial, Inc. is committed to supplying clients with the information they need to make informed investment decisions.

On this page you will find important information that you may wish to consider when making investments with your SagePoint Financial Advisor.

Check back periodically for additional disclosures and updated information.

Revenue-Sharing Disclosure

Anti-Money Laundering Disclosure

Business Continuity Plan

Order Routing Information

Insured Deposit Program

 

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Information regarding the Securities Investor Protection Corporation (SIPC®), including a SIPC brochure, may be obtained by contacting SIPC via its web site at www.sipc.org or by telephone at (202) 371-8300.

Terms of Use | Privacy Policy | Disclosures      This page last updated January 30, 2009