Sub-Advisory Trade Instructions-Park City Wealth Adv

Sub-Advisory Trade Instructions

Primary Client First Name

Last Name

Additional Client First Name

Last Name

New

Update

Account Number

Account Type

Custodian

Rep Code

Strategy Selection and Annual Management Fee

Please select the strategies to be used in the account and sign below representing that you understand and accept the proposed fee.

Initial Funding Order

Park City Investment Solutions: Defensive Income (Mid Term Bucket)

Park City Investment Solutions: Growth (Long Term Bucket)

Park City Investment Solutions: Growth ETF (Long Term Bucket)

Park City Investment Solutions: Income (Mid Term Bucket)

Park City Investment Solutions: Protection (Short Term Bucket)

Strategy Name, Strategy Code & Initial Funding Amount (percentage amount)

REQUIRED - Approx. Total Dollar Amount:

Additional information that may help us better understand your investment needs.

I represent that I/the Registered Investment Advisor who I represent has the authority to engage sub-advisors, and that the proper disclosures have been given to the

client.

Advisor Representative Signature

Advisor Representative Name (print)

Phone Number