IMPORTANT CLIENT INFORMATION - Raymond James …

← Back to document page

IMPORTANT CLIENT INFORMATIONDecember 11, 2 021TABLE OF CONTENTSSection I Raymond James ........................................ ........3Standard of Conduct Regulation Best Interest ...3Capacity ........................................ ...........................3Conflicts of Interest ........................................ .........4Our Affiliated Entities ........................................ ......4Section II Account Types and Scope of Services .............5Brokerage Accounts ........................................ ..........5Advisory Accounts.

issuers of variable annuities, individuals and mutual funds. CTA also serves as investment adviser and fund administrator to its proprietary mutual funds, the Carillon Family of Mutual Funds. Additional information regarding CTA, Eagle, Scout, and ClariVest may be found in each investment adviser’s ADV Part 2A or on the SEC’s website at

  James, Fund, Mutual, Mutual funds, Raymond james, Raymond, And mutual funds