Strategic Asset Management (SAM) Amendment to Client Agreement - Margin ApprovalStrategic Asset Management (Sam) Amendment to Client Agreement - Margin Approval • January 21st, 2010
Instructions: This is an amendment to the Strategic Asset Management (SAM) or Strategic Asset Management II (SAM II) Client Agreement. This form must be signed in conjunction with the previously executed SAM or SAM II Client Agreement, by and between LPL Financial Corporation (LPL), a Registered Investment Advisor and broker/dealer, an LPL Financial Advisor and Investment Advisor Representative (IAR) and Client. Please fax the completed form to Advisory New Accounts, (858) 455-0970.
