Investec Online. If you would prefer we can undertake all communication via your Financial Adviser firm* (please tick) * If you request valuations (including any digital valuations), annual reports, loss notifications and/or all communications to be sent to your Financial Adviser firm only, your Financial Adviser firm will be responsible for forwarding all of these communications to you in a timely manner. If no boxes are ticked, we shall forward the documents to you. MY/OUR FINANCIAL ADVISER FIRM ME/US Provide Annual Report to: MY/OUR FINANCIAL ADVISER FIRM ME/US Provide general correspondence to: MY/OUR FINANCIAL ADVISER FIRM ME/US Provide confirmation of trades to: Please indicate below to whom you would like valuations, confirmation of trades, general correspondence and annual reports (tax information) to be sent. Provide Valuations to: ME/US MY/OUR FINANCIAL ADVISER FIRM Despatch of correspondence & confirmation of trades Section 11 Nominated person (e.g. spouse, relative, adviser etc.) If you wish to appoint any nominated person or entity to pass instructions to us in respect of the operation of your account (e.g. spouse, partner, other adviser, etc.) please complete the separate nomination form at the back of this document, Nominated entity (e.g. Solicitors, Accountant, etc.) Section 10 Instructions from any nominated person Communication with other parties/tax/risk/valuations Sections 2, 3, 4 & 5 ADDRESS POSTCODE Information to other persons If you wish us to give information to other persons in respect of the operation of your account (e.g. Solicitor, Accountant, etc.), please list them below. If after the date of this Client Agreement your wishes change, please notify us in writing in accordance with Section 42 of the Terms and Conditions. Please send copy information to the following parties: Correspondence Statements Contract Notes Valuations Accountants Pack Correspondence Statements Contract Notes Valuations Accountants Pack NAME ADDRESS POSTCODE Section 3 Residency for taxation purposes Customer Declaration I am/we are resident(s) of Please note: INSERT COUNTRY, E.G. UK for taxation purposes.
Appears in 3 contracts
Samples: Client Agreement, Client Agreement, Client Agreement
Investec Online. If you would prefer we can undertake all communication via your Financial Adviser firm* (please tick) * If you request valuations (including any digital valuations), annual reports, loss notifications and/or all communications to be sent to your Financial Adviser firm only, your Financial Adviser firm will be responsible for forwarding all of these communications to you in a timely manner. If no boxes are ticked, we shall forward the documents to you. MY/OUR FINANCIAL ADVISER FIRM ME/US Provide Annual Report to: MY/OUR FINANCIAL ADVISER FIRM ME/US Provide general correspondence to: MY/OUR FINANCIAL ADVISER FIRM ME/US Provide confirmation of trades to: Please indicate below to whom you would like valuations, contract notes, confirmation of trades, general correspondence and annual reports (tax information) to be sent. Provide Valuations to: ME/US MY/OUR FINANCIAL ADVISER FIRM Despatch of correspondence & confirmation of trades Section 11 Nominated person (e.g. spouse, relative, adviser etc.) If you wish to appoint any nominated person or entity to pass instructions to us in respect of the operation of your account (e.g. spouse, partner, other adviser, etc.) please complete the separate nomination form at the back of this document, Nominated entity (e.g. Solicitors, Accountant, etc.) Section 10 Instructions from any nominated person Communication with other parties/tax/risk/valuations Sections 2, 3, 4 & 5 ADDRESS POSTCODE Information to other persons If you wish us to give information to other persons in respect of the operation of your account (e.g. Solicitor, Accountant, etc.), please list them below. If after the date of this Client Agreement your wishes change, please notify us in writing in accordance with Section 42 of the Terms and Conditions. Please send copy information to the following parties: Correspondence Statements Contract Notes Valuations Accountants Pack Correspondence Statements Contract Notes Valuations Accountants Pack NAME ADDRESS POSTCODE Section 3 Residency for taxation purposes Customer Declaration I am/we are resident(s) of Please note: INSERT COUNTRY, E.G. UK for taxation purposes.
Appears in 1 contract
Samples: Client Agreement
Investec Online. If you would prefer we can undertake all communication via your Financial Adviser firm* (please tick) * If you request valuations (including any digital valuations), annual reports, loss notifications and/or all communications to be sent to your Financial Adviser firm only, your Financial Adviser firm will be responsible for forwarding all of these communications to you in a timely manner. If no boxes are ticked, we shall forward the documents to you. MY/OUR PENSION PROVIDER MY FINANCIAL ADVISER FIRM ME/US ME Provide Annual Report to: MY/OUR PENSION PROVIDER MY FINANCIAL ADVISER FIRM ME/US ME Provide general correspondence to: MY/OUR PENSION PROVIDER MY FINANCIAL ADVISER FIRM ME/US ME Provide confirmation of trades to: Please indicate below to whom you would like valuations, confirmation of trades, general correspondence and annual reports (tax information) to be sent. Provide Valuations to: ME/US MY/OUR ME MY FINANCIAL ADVISER FIRM PENSION PROVIDER Despatch of correspondence & confirmation of trades Section 11 Nominated person (e.g. spouse, relative, adviser etc.) If you wish to appoint any nominated person or entity to pass instructions to us in respect of the operation of your account (e.g. spouse, partner, other adviser, etc.) please complete the separate nomination form at the back of this document, Nominated entity (e.g. Solicitors, Accountant, etc.) Section 10 Instructions from any nominated person Communication with other parties/tax/risk/valuations Instructions Sections 2, 3, 4 & 5 ADDRESS POSTCODE Information to other persons If you wish us to give information to other persons in respect of the operation of your account (e.g. Solicitor, Accountant, etc.), please list them below. If after the date of this Client Agreement your wishes change, please notify us in writing in accordance with Section 42 of the Terms and Conditions. Please send copy information to the following parties: Correspondence Statements Contract Notes Valuations Accountants Pack Correspondence Statements Contract Notes Valuations Accountants Pack NAME ADDRESS POSTCODE Section 3 Residency for taxation purposes Customer Declaration I am/we are resident(s) of Please note: INSERT COUNTRY, E.G. UK for taxation purposes.7-8
Appears in 1 contract
