By participating in the Savvy Ladies volunteer Helpline, I acknowledge that I am entering into a limited pro- bono financial planning engagement for which I will receive
no compensation, directly or indirectly for services provided. The scope
of this engagement is to provide general financial and financial
planning advice and consultation. It is not intended
to be a long-term or ongoing relationship. I acknowledge and agree to
comply with all regulatory, professional and ethical obligations,
including but not limited to, any imposed by the Securities and Exchange
Commission (SEC) and banking state securities and
insurance authorities. I also affirm that all professional
credentials, certifications and licenses indicated in this application
are in good standing.
Savvy Ladies has Errors & Omissions Professional Liability Insurance for our pro-bono financial planners. As a pro-bono financial planner, you are automatically covered by this policy at no additional cost to you. Savvy Ladies' policy is underwritten by Markel.
