Trusted Contact Information. If you are electing to have a Trusted Contact person added to your account, please complete the following information. Please be sure to provide at least one method of contact for the Trusted Contact listed. Name Relationship to Account Holder Mobile Telephone Number Address Evening Telephone Number City, State, ZIP code Email Address I understand that there is no requirement that Virtus Funds reach out to my Trusted Contact and that I may withdraw this Authorization at any time by notifying Virtus Funds via phone or in writing at the address shown on my account statement. By signing this document, I agree on behalf of myself and my heirs to indemnify and hold Virtus Funds, their transfer agent and sub-transfer agent, and the predecessors, successors, officers, directors, trustees, employees, agents, representatives, parents, affiliates, assigns, and attorneys of each harmless from and against any and all claims, judgments, taxes, fines, penalties, damages, liabilities, costs, and expenses (including but not limited to attorneys’ fees and expert witness fees) incurred by them as a result of any claim, judgment, or proceeding arising out of or relating to Virtus Funds or their representatives contacting, or failing to contact, my Trusted Contact identified in this document. I understand that by naming a Trusted Contact, I am authorizing, but not requiring, Virtus Funds, their transfer agent, and/or my financial professional to contact the Trusted Contact and disclose information about my account: (1) to address possible financial exploitation; (2) to confirm the specifics of my current contact information or health status or the identity of any legal guardian, executor, trustee, or holder of a power of attorney; or (3) as otherwise permitted by applicable law or regulation, including applicable FINRA rules. I understand that if a financial professional is linked to my account(s), then my Trusted Contact information will be made available to the financial professional, and Virtus Funds or their agents may notify the financial professional of our interactions with the Trusted Contact. I agree that Virtus Funds and their agents will not be responsible for, and cannot monitor, the financial professional’s use of the Trusted Contact information. I understand that Virtus Funds and their agents may continue to treat this designation of my Trusted Contact as valid until either I notify Virtus Funds of its withdrawal as described above or they become aware that I ha...
Trusted Contact Information. Bundle ID If we are unable to reach you for an extended period of time (but not fewer than 60 days) and/or we have concerns related to your account, you authorize us to contact the person listed below and to disclose information about you in order to confirm the specifics of your current contact information, health status, and the identity of any legal guardian, executor, trustee, or holder of a Power of Attorney. Note: Your trusted contact must be 18 years of age or older and should not be a co-account owner. Listing a trusted contact does not in any way authorize that person to act on behalf of this account (for example, placing trades, requesting funds or acting as Power of Attorney). Xxxxxxxxx Xxxxxx First Name Middle Name Last Name 00000 Xxxxxxxxxx Xx NE Omaha 6 8 1 1 4 Address -
Trusted Contact Information. If we are unable to reach you for an extended period of time (but not fewer than 60 days) and/or we have concerns related to your account, you authorize us to contact the person listed below and to disclose information about you in order to confirm the specifics of your current contact information, health status, and the identity of any legal guardian, executor, trustee, or holder of a Power of Attorney. Note: Your trusted contact must be 18 years of age or older and should not be a co-account owner. Listing a trusted contact does not in any way authorize that person to act on behalf of this account (for example, placing trades, requesting funds or acting as Power of Attorney). Xxxxxxxxx Xxxxxxx First Name Middle Name Last Name 00000 Xxxxxxxxxx Xx Omaha NE
