Folio Customer definition

Folio Customer means a person that has executed a customer account agreement with Folio and maintains a brokerage account with Folio, whether or not they have purchased the Private Securities.
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Examples of Folio Customer in a sentence

  • Notwithstanding the foregoing, the Books and Records as they pertain to the Private Securities (and with the permission of the Investors with respect to any personally identifying information), will be made available to Issuer, and shall be Confidential Information as to Folio, and may only be used by Issuer in accordance with Law or as otherwise authorized by the Folio Customer to whom the information pertains by affirmative or negative consent, as permitted.

  • We may require you, or your establishing a brokerage relationship with Folio and this agreement beneficiary after your death, to elect a distribution reason, provide is a part of and is incorporated into the Folio Customer Agreement documentation, and provide a proper tax identification number applicable to this IRA.

  • Notwithstanding the foregoing, the Books and Records as they pertain to the Securities (and with the permission of the Investors with respect to any personally identifying information), will be made available to Issuer, and shall be Confidential Information as to Folio, and may only be used by Issuer in accordance with Law or as otherwise authorized by the Folio Customer to whom the information pertains by affirmative or negative consent, as permitted.

  • This service involves setting up an account for the Issuer, setting up customer accounts for the Investors, receiving money into the Folio Customer Accounts, and Folio administering closings in which funds in Folio Customer Accounts are transferred from those accounts to Issuer’s Folio account in amounts equal to subscription requests Issuer has accepted.

  • In establishing this Xxxx XXX, you also are establishing a brokerage relationship with Folio and this agreement is a part of and is incorporated into the Folio Customer Agreement applicable to this Xxxx XXX.

  • This Agreement does not address nor authorize Folio to provide, investment banking or underwriter services to Issuer, to act as an underwriter or selling group member, to issue the Private Securities, to provide advice or advisory services in connection with the services as set forth in Schedule B, to recommend the Private Securities or the Offering, or to make any suitability determinations with respect to any Folio Customer.

  • This Agreement does not address nor authorize Folio to provide, investment banking or underwriter services to the Issuer, to act as an underwriter or selling group member, to issue the Private Securities, to provide advice or advisory services in connection with the services as set forth in Schedule B, to recommend the Private Securities or the Offering, or to make any suitability determinations with respect to any Folio Customer.

  • This Agreement does not address nor authorize Folio to provide, investment banking or underwriter services to the Issuer, to act as an underwriter or selling group member, to issue the Securities, to provide advice or advisory services in connection with the services as set forth in Schedule B, to recommend the Securities or the Offering, or to make any suitability determinations with respect to any Folio Customer.

  • After Issuer has executed a Folio Customer Account Agreement, Folio will, in the ordinary course, and consistent with Folio’s policies and procedures as in existence from time to time, maintain an account for the benefit of Issuer to hold the Private Securities, whether in certificated or uncertificated form, for Issuer’s benefit and any other securities or cash as may be purchased and/or deposited or held by Issuer in its account with Folio.

  • After the Issuer has executed a Folio Customer Account Agreement, Folio will, in the ordinary course, and consistent with Folio’s policies and procedures as in existence from time to time, maintain an account for the benefit of Issuer to hold the Securities, whether in certificated or in uncertificated form, for the Issuer’s benefit and any other securities or cash as may be purchased and/or deposited or held by the Issuer in its account with Folio.

Related to Folio Customer

  • DMA Customer means a Customer of a Sponsoring Broker where representatives of the Customer that are natural persons are designated by the Sponsoring Broker to have Trading Access to the SEF Platform using the Participant ID of the Sponsoring Broker and where such Customer signs the DMA Customer Documentation.

  • Retail customer means any person that purchases retail electric energy for its own consumption at

  • Net metering customer means a customer of the electric distribution company

  • End User Customer means a third party retail Customer that subscribes to a Telecommunications Service provided by either of the Parties or by another Carrier or by two (2) or more Carriers.

  • New Customer means a residential customer who

  • End-Use Customer means a person or entity in Delaware that purchases electrical energy at retail prices from a Retail Electricity Supplier.

  • Network Customer means an entity receiving transmission service pursuant to the terms of the Transmission Provider’s Network Integration Transmission Service under Tariff, Part III.

  • End Customer means an enterprise customer to which Partner markets or sells Products for internal use.

  • Indigent Customer means the head of an indigent household:-

  • Host Customer means a customer under a Customer Agreement.

  • wholesale customer means a natural or legal person purchasing electricity for the purpose of resale inside or outside the system where he is established;

  • household customer means a customer purchasing electricity for his own household consumption, excluding commercial or professional activities;

  • TCP Customers We will not impose Credit Management Charges unless the Charges are a reimbursement of our costs and you are advised of their amount or method of calculation.

  • Existing Customer means an individual who has purchased goods or services from a person, who is the recipient of a voice communication from that person, and who either paid for the goods or services within the 12 months preceding the voice communication or has not paid for the goods and services at the time of the voice communication because of a prior agreement between the person and the individual.

  • Relevant Customer means a person, firm or company who during the period of twelve months immediately preceding the Termination Date conducted a business relationship (including, without limitation, the provision of services and the negotiation for the same) with the Company or any Group Company and with whom the Executive had significant contact as an employee of the Company;

  • service supplier means any person that supplies a service;

  • Customer Usage Data means the Telecommunications Services usage data of a CLEC End User measured in minutes, sub-minute increments, message units, or otherwise, that is recorded by SBC-13STATE and forwarded to CLEC.

  • Customer means the State agency or other entity identified in a contract as the party to receive commodities or contractual services pursuant to a contract or that orders commodities or contractual services via purchase order or other contractual instrument from the Contractor under the Contract. The “Customer” may also be the “Buyer” as defined in the PUR 1001 if it meets the definition of both terms.

  • Customer User means an employee of Customer, a Customer Affiliate or Business Partner.

  • END USER CUSTOMER LOCATION means the physical location of the premises where an End User makes use of the telecommunications services.

  • domestic customer means the occupier of domestic premises;

  • Interconnection Customer means a Generation Interconnection Customer and/or a Transmission Interconnection Customer.

  • Business Customer means a customer who is not a residential customer.

  • Small customer means a retail customer that has an individual load with an average monthly demand of less than 5,000 kilowatts.

  • New Service Customers means all customers that submit an Interconnection Request, a Completed Application, or an Upgrade Request that is pending in the New Services Queue.

  • Eligible customer-generator means a customer-generator whose net energy metering system for renewable resources, cogeneration, fuel cells, and microturbines meets all applicable safety and performance standards.