Disclosure of Beneficial Ownership Information – Self-Directed Accounts and Managed Accounts Sample Clauses

Disclosure of Beneficial Ownership Information – Self-Directed Accounts and Managed Accounts. Securities laws allow security holder materials to be sent to you by the reporting issuer and by other persons and companies – if you do not object to having certain personal information disclosed to them. That personal information includes your name, address, electronic mail address, securities holdings and preferred language of communication. You have the option to tell us not to give the above personal information to the reporting issuer or other persons or companies. Question 1 Do you allow us to provide the above personal information to the issuer of the securities or other persons or companies, so that they may forward security holder materials directly to you? Please note that you will not be charged with any costs associated with sending security holder materials to you. If you would not like the Firm to provide the above personal information to the reporting issuer or other persons or companies, please contact xxxxxxx@xxxxxxxxxxxx.xxx or xxxxx@xxxxxxxxxxxx.xxx. Note that should you request that the above personal information not be provided to the reporting issuer or other persons or companies, the Firm may still be required, by law, to send these materials to you. Receiving Shareholder Information Security holder materials sent to beneficial owners of securities consist of the following materials: (a) proxy-related materials for annual and special meetings;