Customer Agreement – Limited Power of Attorney Sample Contracts

Customer Agreement – Limited Power of Attorney
Customer Agreement – Limited Power of Attorney • March 28th, 2021

The information and authorization contained in this agreement is for the purpose of establishing a Discretionary Account with Polar Investment Counsel, Inc. (herein after PICI) in which INVESTMENT DISCRETION for all transactions will be at the discretion of the Investment Broker designated in the Trading Authorization. This account will be separate and distinct from any other accounts maintained for your and will have a single investment objective chosen by you from the categories listed. The authorization by you will remain in effect until revoked by you in writing. You may also from time to time request withdrawals of cash or securities from the account.

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