{"id":38662,"date":"2022-01-25T09:39:35","date_gmt":"2022-01-25T14:39:35","guid":{"rendered":"https:\/\/wwwprodaz.fprofessionnels.com\/?page_id=38662"},"modified":"2023-09-20T10:56:42","modified_gmt":"2023-09-20T14:56:42","slug":"designation-of-a-trusted","status":"publish","type":"page","link":"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/","title":{"rendered":"Designation of a trusted contact person"},"content":{"rendered":"<p>The Trusted Contact person is not recognized as a legal representative and is therefore not authorized to conduct transactions in your brokerage account or make any decisions whatsoever on your behalf.<\/p>\n<p>Your advisor will get in touch with the trusted contact person:<\/p>\n<ul>\n<li>If they notice signs of financial exploitation<sup>1<\/sup>, or vulnerability or if they notice signs that you lack the mental capacity to make decisions involving financial matters;<\/li>\n<li>To confirm the name and contact information of your legal representative, or;<\/li>\n<li>To confirm your contact information if we are unable to communicate with you using the information we have on file.<\/li>\n<\/ul>\n<p>In their communications with the trusted contact person, your advisor must comply with the privacy policy put in place by FDP for the protection of your personal information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Trusted Contact person is not recognized as a legal representative and is therefore not authorized to conduct transactions in your brokerage account or make any decisions whatsoever on your behalf. Your advisor will get in touch with the trusted contact person: If they notice signs of financial exploitation1, or vulnerability or if they notice <a class=\"read-more\" href=\"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":10,"featured_media":38658,"parent":23208,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categorie-de-page":[],"class_list":["post-38662","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Designation of a trusted contact person &#8902; fdp Gestion priv\u00e9e<\/title>\n<meta name=\"description\" content=\"The trusted contact person is a resource who can help your advisor protect your interests and financial assets.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Designation of a trusted contact person\" \/>\n<meta property=\"og:description\" content=\"The trusted contact person is a resource who can help your advisor protect your interests and financial assets.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/\" \/>\n<meta property=\"og:site_name\" content=\"fdp Gestion priv\u00e9e\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Fprofessionnels\/\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-20T14:56:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fprofessionnels.com\/wp-content\/uploads\/2022\/01\/confiance.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"955\" \/>\n\t<meta property=\"og:image:height\" content=\"550\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Fprofessionnels\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/\",\"url\":\"https:\/\/www.fprofessionnels.com\/en\/investment-solutions\/information-for-investors\/designation-of-a-trusted\/\",\"name\":\"Designation of a trusted contact person &#8902; 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