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Advisor Academy · Exercise 3 of 4

Privacy ProtocolSecure client submissions

Mishandling personally identifying information (PII) is a compliance breach. Click "Apply Redaction Standard" to see the Optimize standard applied to a sample statement, before you're tested on it in the next step.

Remove PII
Name
Address
Account Number
Leave Visible
Firm name & division
General account structure
Security holdings & asset mix
Activity summary
Statement Period July 1 – Sept 30, 2025
Prepared For
Charles N. Tower

290 Bremner Blvd,

Toronto, ON  M5V 3L9
Account Structure Non-Registered Individual
Account Number
99-842-1105
Total Portfolio Value
$1,245,670.12
Security Holdings & Asset Mix
85% Equities$1,058,819.60
10% Fixed Income$124,567.01
5% Cash$62,283.51
Activity Summary (CAD)
Opening Value$1,102,400.00
Net Contributions$15,000.00
Change in Value$128,270.12
Closing Value$1,245,670.12
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