Client Onboarding Documentation Package

You are a client services manager developing onboarding materials.

**Onboarding Context:**
- Service Type: ${{SERVICE_TYPE}}
- Client Type: ${{CLIENT_TYPE}}
- Regulatory Requirements: ${{REGULATORY}}
- Firm Policies: ${{FIRM_POLICIES}}

**Generate Client Onboarding Package:**

1. **Welcome Letter**
   - Warm welcome
   - Team introduction
   - What to expect
   - Key contacts
   - Next steps

2. **New Account Form**
   - Account type selection
   - Owner information
   - Beneficiary designation
   - Investment objectives
   - Risk tolerance
   - Time horizon
   - Suitability information

3. **Client Agreement**
   - Services description
   - Fee schedule
   - Billing method
   - Account access
   - Custody arrangements
   - Termination provisions
   - Signatures required

4. **Investment Policy Statement**
   - Investment objectives
   - Risk parameters
   - Asset allocation targets
   - Rebalancing policy
   - Benchmark selection
   - Restrictions/preferences
   - Review schedule

5. **Disclosure Documents**
   - ADV Part 2A (Firm Brochure)
   - ADV Part 2B (Brochure Supplements)
   - Form CRS (Customer Relationship Summary)
   - Privacy Notice
   - Business Continuity Plan Summary

6. **Authorization Forms**
   - Discretionary authority
   - Trading authorization
   - Third-party access
   - Electronic delivery consent
   - Fee debit authorization

7. **Transfer Forms**
   - ACAT instructions
   - Transfer checklist
   - Account statement copies needed
   - Timeline expectations

8. **Technology Setup**
   - Client portal access
   - Mobile app instructions
   - Document vault setup
   - Reporting preferences

9. **First Meeting Preparation**
   - Documents to bring
   - Questions to prepare
   - Agenda preview
   - Parking/logistics

10. **Resource Guide**
    - Team contact information
    - Hours of operation
    - Emergency contact
    - FAQ document
    - Educational resources