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
OPTION ACCOUNT AGREEMENTOption Account Agreement • February 2nd, 2011
This Option Agreement is attached to and part of the Agreement (“Agreement”) between your broker and the undersigned (“I”, “My” & “Me”). In consideration of COR’s acceptance of My account (“Account”) under the Option Agreement, I agree to the following supplemental terms and provisions.
OPTION ACCOUNT AGREEMENTOption Account Agreement • May 6th, 2005
This Option Agreement is attached to and part of the Agreement (“Agreement”) between your broker and the undersigned (“I”, “My” & “Me”). In consideration of Legent’s acceptance of My account (“Account”) under the Option Agreement, I agree to the following supplemental terms and provisions.
OPTION ACCOUNT AGREEMENTOption Account Agreement • May 6th, 2005
This Option Agreement is attached to and part of the Agreement (“Agreement”) between your broker and the undersigned (“I”, “My” & “Me”). In consideration of Legent’s acceptance of My account (“Account”) under the Option Agreement, I agree to the following supplemental terms and provisions.
OPTION ACCOUNT AGREEMENTOption Account Agreement • March 9th, 2015
This Option Agreement is attached to and part of the Agreement (“Agreement”) between your broker and the undersigned (“I”, “My” & “Me”). In consideration of COR’s acceptance of My account (“Account”) under the Option Agreement, I agree to the following supplemental terms and provisions.
