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Complaints and Feedback
We're sorry you had a disappointing experience with us. Please tell us what happened and we'll be happy to help.
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Incident Date
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Complaint Topic
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Account Access (Login Issues, Password Reset, ID Verification)
Financial Transactions (Drawdowns/Distributions, Secondary Market, Allocations)
Reporting (Quarterly/Annual/Tax Reports, CAS)
Customer Service (Emails, Phone Calls, Online/Personal Meetings)
Regulatory Compliance (W-8BEN/TAINA, Know Your Customer (KYC) requests)
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