Accounts and Services Agreement Sample Contracts

Accounts and Services Agreement and Disclosures
Accounts and Services Agreement • January 4th, 2018

Your Portfolio Manager, has selected National Bank Independent Network (NBIN), a division of National Bank Financial Inc (NBF Inc.) to act as custodian for your assets and account services. This Relationship Disclosure provides you with an understanding of the products and services offered, the features of your account(s), how they operate and our responsibilities to you.

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Your Revised Accounts and Services Agreement
Accounts and Services Agreement • December 10th, 2019 • Georgia

The Credit Union has made numerous changes and revisions to the Accounts and Services of Your Credit Union Booklet. Many of these changes are intended to clarify our agreements with members. Other changes were made to reflect changes in the laws governing the accounts and services we provide. These changes will be effective on February 1, 2020. You can obtain a copy of the revised Membership Agreement by visiting our website: https://iufcu.org; by visiting us at any branch office; or by calling us at (800) 822-1124. Your acceptance and agreement to the revised terms will be evidenced by your continued use of any existing or new account(s) or services after the effective date. The provisions that have been revised are the following:

Accounts and Services Agreement
Accounts and Services Agreement • April 9th, 2018

This Accounts and Services Agreement (the “Agreement”) apply to all the Accounts opened or to be opened by the Customer with the Bank and the related services provided by the Bank to the Customer in connection with the Accounts. Before applying to the Bank for the opening of the Accounts and accepting the related services provided by the Bank, the Customer shall read this Agreement carefully. After executing this Agreement, the Customer shall be bound by this Agreement with regard to the opening of accounts, the use or continuing use of the opened accounts or the related services.

Accounts and Services Agreement
Accounts and Services Agreement • June 30th, 2021

Your Portfolio Manager, has selected National Bank Independent Network (NBIN), a division of National Bank Financial Inc. (NBF), to act as custodian for your assets and account services. This Relationship Disclosure provides you with an understanding of the products and services offered, the features of your account(s), how they operate and our responsibilities to you.

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