Account Application Sample Clauses
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and Advisor and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client and Advisor agree to the terms and conditions of this Agreement. LPL and Advisor may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and Advisor with updated information as necessary and that LPL and Advisor have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 10 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Account Application. Please carefully complete, provide all supplemental information and sign where directed.
Account Application. The application I prepare and submit to open an Account and as part of which I consent to the terms and conditions of this Agreement, including all information provided by me in connection with the opening or maintenance of my Account.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Advisor and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and Advisor with updated information as necessary and that LPL, FutureAdvisor and Advisor have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to Advisor or telephone call to Advisor or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Important information about procedures for opening this Account. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.
Account Application. When opening the Client’s first account with the Bank, each Client must sign an Account Application.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client and Advisor agree to the terms and conditions of this Agreement. Advisor and LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and Advisor with updated information as necessary and that SMA Portfolio Manager, LPL, and Advisor have the right to rely on this information. Client acknowledges and agrees that the Account Application does not make or imply any guarantee to the attainment of your investment objective. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 8 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Account Application. To open an Account, you need to complete and sign a Direct Plan application (the “Application”). Your signature on the Application indicates your agreement to and acceptance of all terms in this Disclosure Booklet and in the attached Participation Agreement between you and the Trust. On your Application, you need to designate a Beneficiary for the Account and select the Investment Option(s) in which you want to invest your contributions. To obtain an Application and enrollment kit, call or write to the Direct Plan (contact information is located on page 1 and the back cover of this Disclosure Booklet) or go to the Direct Plan’s website. You may complete and submit the Application online (only available for individuals) or you may mail a completed Application to the Direct Plan. After the Direct Plan receives your completed Application in good order, including a check or authorization for your initial contribution, the Direct Plan will open an Account for you. To open an Account, you need to provide your name, address, Social Security number or taxpayer identification number, and other information that will allow the Direct Plan to identify you, such as your telephone number. The address you provide must be a permanent U.S. address and not a post office box and, in order to continue to make contributions, your account must always have a permanent U.S. address associated with it. Until you provide the required information, the Direct Plan will not be able to open your Account. There may be only one Account Owner per Account. • A U.S. citizen or resident alien with a valid Social Security number or taxpayer identification number. • A trust, corporation or certain other type of entity with a taxpayer identification number. • An organization described in Section 501(c)(3) of the IRC with a valid taxpayer identification number. • A state or local government (or agency or instrumentality). • A custodian for minors under the Uniform Gift to Minors Act or Uniform Transfer to Minors Act (“UGMA/UTMA”) with a valid Social Security number or taxpayer identification number. Accounts opened by entities, Section 501(c)(3) organizations, state and local governments, trusts or UGMA/UTMA custodians are subject to additional restrictions and must provide documentation evidencing the legal status of the entity and the authorization of the representative to open an Account and to request Account transactions. UGMA/UTMA custodians are also subject to certain limitations on their...
Account Application. You may open an Account with SoFi HK by completing and submitting to SoFi HK an Account Application. If you submit an Account Application through the Internet, you must return to SoFi HK the hard copy of the Account Application together with such supporting documents as SoFi HK may require.
Account Application. You understand and confirm that the Account Application is subject to the Customer Agreement and any applicable supplemental documents. You acknowledge that SoFi HK has right to request delivery of a copy of documentary evidence relating to the Account Application. SoFi HK may in its absolute discretion not provide you with the Service if you fail to provide any documents as requested.