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    Request for Proposal - Fusion Managed Platform

    (Please Allow 1-2 Business days for Delivery. If Request Includes PCS™, Please Allow 5-7 Business Days for Delivery)

  • Calculator & Program Selection

    The tool below can assist in crafting a Fusion Managed Platform Account that meets the needs of your client. If you are submitting the RFP, the programs selected below will be referenced in producing your proposal

  • If adding a PCS™ account, please enter PCS™ details into Account 1 and/or Account 2.  If you require a Fusion Proposal with three or more PCS™ accounts, please contact the Advisor Relations team at proposals@vicuscapital.com.

  • Account 1

    Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields above follow this format.

  • Account 2

    Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields above follow this format.

  • Account 3

    Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields above follow this format.

  • Account 4

    Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields above follow this format.

  • Account 5

    Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields above follow this format.

  • Please check your allocations and ensure that they add up to 100%

  • Fusion Proposal Request Form

  • Date of Request*
     / /
  • Requested Delivery Date*
     / /
  • Provide Blank Paperwork with Proposal?*
  • New or Existing Fusion Client?*
  • Is this a Current Client of Yours?*
  • Overall Portfolio Risk Tolerance:*
  • Income Needed?*
  • Time Horizon of the Portfolio (until depleted)
  • Start Date
     - -
  • Single or Multi Registration Request:*
  • Rebalance Type*

  • Automatic Rebalancing is the default setting whereby Vicus monitors the drift of each strategy's target weighting and proactively rebalances accordingly. Manual Rebalancing requires the advisor to notify Vicus when rebalancing is to occur.

    For multi-registration accounts, please use the comment box below to indicate the preferred programs and models for each registration.

  • Signature required if form is being used to update an existing Fusion Account:

  • Clear

  • I request this update on behalf of my above referenced client(s). I understand that it is my obligation to ensure that the
    client is aware of and understands the reasons for the modification(s).

  • PCS™ RFP

    You have indicated above that PCS will be included in the Fusion account. Please complete the PCS™ RFP here.
  • Provide Blank Paperwork with Proposal?*
  • Provide Morningstar X-Ray with Proposal?*
  • If yes:
  • Provide Transition Sheet with Proposal?*
  • Income Needed?*
  • Time Horizon of the Portfolio (until depleted)
  • Select Most Appropriate Account Type*

  • Tax Rates to be Assumed

  • Tax Sensitivity*
  • Most Appropriate Portfolio Risk Tolerance**

  • Specify Equity/Fixed Income Ratio: / .

  • *Default equity/fixed income ratios if not specified in IAR Instructions below: ¹- 30% equity/ 70% fixed income; ²- 50% equity/ 50% fixed income; ³- 70% equity/ 30% fixed income

  • Goals & Objectives of the Portfolio (Provide necessary details in boxes provided below)

  • *Note: Client may experience capital gains or losses from tax loss harvesting request. Vicus Capital does not provide tax or legal advice.

  • Direct Indexing*
  • Preferred Social Mandate Screening*

  • Capital Gains Budget: Initial: % Annual: %

  • Non-Discretionary Contract Required?
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  • PCS™ RFP

    You have indicated above that PCS will be included in the Fusion account. Please complete the PCS™ RFP here.
  • Provide Blank Paperwork with Proposal?*
  • Provide Morningstar X-Ray with Proposal?*
  • If yes:
  • Provide Transition Sheet with Proposal?*
  • Income Needed?*
  • Time Horizon of the Portfolio (until depleted)
  • Select Most Appropriate Account Type*

  • Tax Rates to be Assumed

  • Tax Sensitivity*
  • Most Appropriate Portfolio Risk Tolerance**

  • Specify Equity/Fixed Income Ratio: / .

  • *Default equity/fixed income ratios if not specified in IAR Instructions below: ¹- 30% equity/ 70% fixed income; ²- 50% equity/ 50% fixed income; ³- 70% equity/ 30% fixed income

  • Goals & Objectives of the Portfolio (Provide necessary details in boxes provided below)

  • *Note: Client may experience capital gains or losses from tax loss harvesting request. Vicus Capital does not provide tax or legal advice.

  • Direct Indexing*
  • Preferred Social Mandate Screening*

  • Capital Gains Budget: Initial: % Annual: %

  • Non-Discretionary Contract Required?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Finalize Request

  • Upon clicking submit, a PDF copy of the Fusion Proposal Request will be sent to the Sales and Marketing Team at Vicus Capital.  A PDF copy of the request will also be provided to the email entered into the "Deliver RFP Confirmation to:" field.

  • Should be Empty: