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ACCOUNT NUMBER REGISTERED REP CODE FIRE ID # HOLDING CO. #New York • March 16th, 2018
Thank you for choosing Performance Trust Capital Partners, LLC (which, along with its affiliates, is referred to as “Performance Trust”) to help you meet your investment goals. The Institutional New Account Form & Client Agreement (the “Agreement”) contains important information about your account as well as agreements associated with servicing your account with Performance Trust. Please carefully read all of the materials below, then complete the sections in which information is requested regarding your institution (“Client”) and return your completed and signed form to Performance Trust Capital Partners, LLC, Attn: New Accounts Department, 500 West Madison, Suite 450, Chicago, IL 60661. After Performance Trust has verified and accepted your form and agreement, we will countersign and deliver a copy to you to complete the process for establishing your Performance Trust account.
