This page summarizes certain
Know Your Client (KYC) data you have provided to us during the fact finding
process. Accounts and/or assets marked with a * have not been offered, sold
and/or serviced by American Portfolios Financial Services, Inc. (APFS), or its
subsidiaries or affiliates (collectively, SixPoint Financial Partners).
Valuations of certain assets such as real estate or personal property are based
on estimates provided by you, and SixPoint Financial Partners makes no
representations as to their value. This is not an official record of your assets
or any account and/or contract, and it is provided for your convenience and
information only. If there is a discrepancy between any of the information
herein and the official records of your assets, accounts and/or contracts, the
official records will take precedence. SixPoint Financial Partners makes no
representation that the data presented herein, or in any other statement, is
accurate. Please verify this data and advise us of any inaccuracies. SixPoint
Financial Partners will not monitor or provide service regarding non-managed
assets. All Rights Reserved (c) 2020 - Asset-Map(r) Holdings, Inc. Securities
offered through Registered Representatives of American Portfolios Financial
Services, Inc. (APFS)., a Broker/Dealer, Member FINRA/SIPC. SixPoint Financial
Partners and APFS are not affiliated.