Beneficial Owner and Authority to Act. No persons other than those I have identified to Xxxxxx Xxxxx in connection with the opening of this Account have an interest in my Account. No persons other than those signing this Agreement are authorized to act on behalf of this Account unless a separate trading authorization or power of attorney has been provided to and accepted by Xxxxxx Xxxxx. I will not assign or otherwise encumber assets held in this Account as security for any obligation. I understand and acknowledge that I have the right to designate a Trusted Contact Person for this Account. A Trusted Contact Person is someone, age 18 years or older, that Xxxxxx Xxxxx is authorized to contact and disclose information to about my Account to address possible financial exploitation, to confirm the specifics of my current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by applicable rules and law including, but not limited to, FINRA Rule 2165.
Appears in 5 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement, Simple Individual Retirement Account Custodial Agreement
Beneficial Owner and Authority to Act. No persons other than those I have identified to Xxxxxx Xxxxx in connection with the opening of this Account account have an interest in my the Account. No persons other than those signing this Agreement are authorized to act on behalf of this Account account unless a separate trading authorization or power of attorney has been provided to and accepted by Xxxxxx Xxxxx. I will not assign or otherwise encumber assets held in this Account my account as security for any obligation, other than as provided in this Agreement. I understand and acknowledge that I have the right to designate a Trusted Contact Person for this Accountaccount. A Trusted Contact Person is someone, age 18 years or older, that Xxxxxx Xxxxx is authorized to contact and disclose information to about my Account account to address possible financial exploitation, to confirm the specifics of my current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by applicable rules and law including, but not limited to, FINRA Rule 2165.
Appears in 1 contract
Samples: Account Agreement