Common Contracts
1 similar Option Account Agreement contracts
OPTION ACCOUNT AGREEMENT AND APPLICATIONOption Account Agreement • October 31st, 2012
Annual Income Net Worth (excluding residence) Liquid Net Worth Tax Bracket Primary Source of Income ❑ $0 - $24,999❑ $25,000 - $50,000❑ $50,001 - $100,000❑ $100,001 - $200,000❑ Over $200,001 (please specify) ❑ $0- $24,999❑ $25,000 - $50,000❑ $50,001 - $100,000❑ $100,001 - $500,000❑ $500,001 - $1,000,000❑ Over $1,000,000 (please specify) ❑ $0 - $24,999❑ $25,000 - $50,000❑ $50,001 - $100,000❑ $100,001 - $200,000❑ Over $200,001 (please specify) ❑ 0%❑ 10%❑ 25%❑ 28%❑ 33%❑ 35% □ Investments□ Compensation□ Retirement Assets❑ Other (please specify) Investment Objective Investment Experience Risk Tolerance Liquidity Needs ❑ IncomeMain goal is preservation of capital with the assets in the account are used to generate a source of income.❑ BalancedDiversification of asset classes for equal blend of income and long term growth with the primary consideration being current income.❑ Growth & IncomeA balance between capital appreciation and income with the primary consideration being capital appreciati
