Common use of Aggregation of Individual Accounts Clause in Contracts

Aggregation of Individual Accounts. For purposes of determining the aggregate balance or value of accounts held by an individual, a Reporting [FATCA Partner] Financial Institution will be required to aggregate all accounts maintained by the Reporting [FATCA Partner] Financial Institution, or Related Entities, but only to the extent that the Reporting [FATCA Partner] Financial Institution’s computerized systems link the accounts by reference to a data element such as client number or taxpayer identification number, and allow account balances to be aggregated. Each holder of a jointly held account will be attributed the entire balance or value of the jointly held account for purposes of applying the aggregation requirements described in this paragraph.

Aggregation of Individual Accounts. For purposes of determining the aggregate balance or value of accounts Financial Accounts held by an individual, a Reporting [FATCA Partner] Anguilla Financial Institution will be is required to aggregate all accounts Financial Accounts maintained by the Reporting [FATCA Partner] Anguilla Financial Institution, or by a Related EntitiesEntity, but only to the extent that the Reporting [FATCA Partner] Anguilla Financial Institution’s computerized systems link the accounts Financial Accounts by reference to a data element such as client number or taxpayer identification number, and allow account balances or values to be aggregated. Each holder of a jointly held account will Financial Account shall be attributed the entire balance or value of the jointly held account Financial Account for purposes of applying the aggregation requirements described in this paragraphparagraph 1.

Aggregation of Individual Accounts. For purposes of determining the aggregate balance or value of accounts held by an individual, a Reporting [FATCA Partner] Financial Institution will shall be required to aggregate all accounts ac- counts maintained by the Reporting [FATCA Partner] Financial Institution, or Related Entities, but only to the extent that the Reporting [FATCA Partner] Financial Fi- nancial Institution’s computerized systems link the accounts by reference to a data element such as client number or taxpayer identification number, and allow al- low account balances to be aggregated. Each holder of a jointly held account will shall be attributed the entire balance or value of the jointly held account for purposes of applying the aggregation requirements described in this paragraph.