Client Name:{{form.Client_Name}}
Registration{{form.Registration}}
{{form.#,_never_include_full_number_only_last_4_with_X_as_space_for_other_numbers}}
Anticipated Investment: {{form.Anticipated_Initial_Investment}}
Source of Funds:{{form.Source_of_Funds}}{{form.Details_on_Source}}
DCA, if applicable {{form.DCA-_total_amount,_start_date,_frequency,_periodic_amount}}
For reference: {{run.url}}
{{form.Total_New_AUM}}