Client Classification. Citi will treat you as a professional client under applicable regulatory client classification rules. As a professional client, you will receive limited protections under applicable regulatory rules. However, you are entitled to request to be treated as a retail client: as a retail client you would be entitled to additional protections under applicable regulations, including but not limited to greater information provided to you. However, if you seek classification as a retail client we may not be able to provide the same services to you. If you have any questions about or wish to discuss your classification, please contact your Relationship Manager.
Appears in 10 contracts
Samples: Global Securities Lending Agency Agreement (JPMorgan Institutional Trust), Global Securities Lending Agency Agreement (JPMorgan Institutional Trust), Global Securities Lending Agency Agreement (Jpmorgan Insurance Trust)
Client Classification. Citi will treat you as a professional client under applicable regulatory client classification rules. As a professional client, you will receive limited protections under applicable regulatory rules. However, you are entitled to request to be treated as a retail client: as a retail client you would be entitled to additional protections under applicable regulations, including but not limited to greater information provided to you. However, if you seek classification as a retail client we may not be able to provide the same services to you. If you have any questions about or wish to discuss your classification, classification please contact your Relationship Manager.
Appears in 2 contracts
Samples: Global Securities Lending Agency Agreement (Hartford Funds Exchange-Traded Trust), Swap Collateral Account Bank Agreement