Trusted Contact Person. I understand and acknowledge that I have the right to designate a Trusted Contact Person for my Account. A Trusted Contact Person is someone, age 18 years or older, whom Xxxxxx Xxxxx is authorized to contact and disclose information to about my Account to address possible financial exploitation, to confirm the specifics of my 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 applicable rules and law including, but not limited to, Financial Industry Regulatory Authority (“FINRA”) Rule 2165.
Appears in 13 contracts
Samples: Client Services Agreement, Client Services Agreement, Client Services Agreement
