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1 similar Account Opening Agreement contracts
ContractAccount Opening Agreement • March 13th, 2024
Welcome!Thank you for your interest in the Wellington Management Funds. This Account Opening Agreement (the “Agreement”) comprises the following five sections:Part 1: The Subscriber Information Form which contains specific information required by the Fund from the subscriber, including, but not limited to, contact information, bank account details and Intermediary details.Part 2: Data Privacy NoticePart 3, 4 and 5: Terms, Conditions and Declarations governing the investment in the Fund.This Agreement in its entirety forms the basis of the relationship between the Subscriber and Fund together with the Prospectus.InstructionsStep 1: Along with this Agreement you will have been provided with the Prospectus, Offering Memorandum or Private Offering Memorandum, Investor Guide and Know Your Customer Guide (the “KYC Guide”), if you have not received all documents please contact the Wellington Investor Services team in your region.Step 2: Please complete Parts 1 3, 4 and 5, of the Agreement. Pa
