ANNUAL QUESTIONNAIRE

Model Provider Due Diligence

STEP 1 Download & Complete Template

Model Detail Template

🕒 TIME REQUIRED: 5 MINUTES PER MODEL

INSTRUCTIONS:

Click the button below to download the Model Detail Template Excel file requesting information for each of your firm’s models on the GeoWealth platform. After you’ve populated the template with your firm’s data, you can either (i) upload it at the bottom of this page or (ii) email it to assetmanagement@geowealth.com.

WHY ARE WE REQUESTING THIS?

Having complete and updated data available is the best way for our clients to find your models on our marketplace.

STEP 2Complete Form & Upload Template

Comprehensive Due Diligence Form

🕒 TIME REQUIRED: 7 MINUTES

To Submit Information Via Email:

If you would like to submit your documents or any additional information via email, you can send it to our team at: assetmanagement@geowealth.com.

Questions?

Jen Wing
SVP, Head of Investment Solutions
jen.wing@geowealth.com

Lindsey Ruderman
Client Portfolio Manager
lindsey.ruderman@geowealth.com

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