Common use of Trusted Contact Person Clause in Contracts

Trusted Contact Person. The Customer understands that, pursuant to FINRA regulations, the Broker is authorized to contact the Trusted Contact Person (as defined by FINRA Rule 4512) designated for the Customer Account and to disclose information about the Customer Account to address possible financial exploitation, to confirm the specifics of the Customer’s 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 Rule 2165.

Trusted Contact Person. The Customer understands You understand that, pursuant to FINRA regulations, the Broker is authorized to contact the Trusted Contact Person (as defined by FINRA Rule 4512) designated for the Customer Your Account and to disclose information about the Customer Your Account to address possible financial exploitation, to confirm the specifics of the Customer’s Your current contact information, health status, or the identity of any legal guardian, executor, trustee trustee, or holder of a power of attorney, or as otherwise permitted by Rule 2165.

Trusted Contact Person. The Customer understands I understand that, pursuant to FINRA regulations, the Broker is You are authorized to contact the Trusted Contact Person (as defined define by FINRA Rule 4512) designated for the Customer My Account and to disclose information about the Customer Account My account to address possible financial exploitation, to confirm the specifics of the Customer’s customer's 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 Rule 2165.

Trusted Contact Person. The Customer understands You understand that, pursuant to FINRA regulations, the Broker is authorized to contact the Trusted Contact Person (as defined by FINRA Rule 4512) designated for the Customer your Account and to disclose information about the Customer your Account to address possible financial exploitation, to confirm the specifics of the Customer’s your 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 Rule 2165.