If you don’t know some of the information being asked, don’t panic. Recommended fields are marked with a red asterisk for your benefit. The more information you enter about your investments, the more useful Seraf will be to you, your family and your advisors.
However, if you are missing some details, you can make an educated guess and put a note in the memo field to this effect. You can also leave the fields blank, contact the company you invested in for clarification, and update the information later. Keep in mind, edits can be made at any time and are very simple to make.