The following are forms you will need to establish a client account
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Limited Power of Attorney and Fees Disclosure
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Hermes Econometrics ADV Firm Brochure
Hermes Econometrics Form ADV
Hermes Econometrics ADV Part 2B Supplement - State of New York CompliantThese disclosures on our firm are required by regulation and we encourage you to read them carefully.
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Terms and Conditions of Solicitation for Broker/Dealers
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Terms and Conditions of Solicitation for RIAs
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Terms and Conditions of Solicitation
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Hermes Econometrics has established policies that govern how we conduct our business and how we work with clients. These policies are available for client review at any time. We are required to provide our privacy and proxy policies to clients on an annual basis.