Trusted Contact definition

Trusted Contact means someone you trust who is at least 18 years of age who acts as a resource if we lose contact with you or believe you and/or your assets are at risk. See “Part 3 – Opening and Maintaining an Account.” Trustee means the Nebraska State Treasurer. See “Part 1 – Overview.” UGMA means Uniform Gifts to Minors Act.
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Trusted Contact means a natural person 18 years of age or older who the account owner has expressly identified and who is recorded in the books and records of a dealer or an investment adviser as the person who may be contacted about the account.
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Trusted Contact. Trusted Contact: Trusted Contact: The account owner(s) acknowledge(s) that the information in this Client Profile and Suitability Questionnaire is a reasonable picture of the financial situation, investment goals, objectives and risk tolerance of the account owner(s). Signature of First Account Owner Date Signature of Second Account Owner Date This Client Fee Disclosure sets forth the investment advisory fee for asset management services described in an Asset Management Agreement executed by the undersigned Client.
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Examples of Trusted Contact in a sentence

  • A Trusted Contact Person must be at least eighteen (18) years of age.

  • Please be sure to provide at least one method of contact for the Trusted Contact listed.

  • Your Trusted Contact Person will not be able to access your Account, make changes to your account, or transfer assets to or from your Account.• Completion of this section is optional and you may withdraw it at any time by notifying the Plan in writing.

  • You may not list a Thrivent Professional as your Trusted Contact Person.*Name of Trusted Contact Person (print first, middle, last name and suffix, as applicable)*Phone*Address*City*State*ZIP codeEmailRelationshipDate of birth*These fields must be completedThis request will replace any Trusted Contact Person currently on file, if applicable.

  • Adding a Trusted Contact provides us with a resource to contact on your behalf, if necessary.

  • Client hereby designates the people listed on the Trusted Contact Person Designation below as “Trusted Contacts.” Such individuals must be age 18 or older.

  • The Customer understands that, pursuant to FINRA regulations, the Broker is authorized to contact the Trusted Contact Person (as defined by FINRA Rule 4512) designated for the Customer Account and to disclose information about the Customer Account to address possible financial exploitation, to confirm the specifics of the Customer’s current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by Rule 2165.

  • To allow Management continuous management of Client’s assets in the event of a Significant Life Event, Client hereby authorizes Management, after Management receives written notice of the occurrence a Significant Life Event, to provide any of Client’s Trusted Contacts with access to certain non-public personal information related to Client and Client’s account, upon written request by such Trusted Contact.

  • Following a Significant Life Event, Management may continue to manage the Account in accordance with the then current Strategy or liquidate the Account at Management’s sole discretion until Management receives contrary instruction from a Trusted Contact or other person with authority to act for Client.

  • I understand and acknowledge that I have the right to designate a Trusted Contact Person for my Account.


More Definitions of Trusted Contact

Trusted Contact is meant to be a resource benefitting you and Xxxxxx Global in efforts to keep your account protected. Xxxxxx Global may choose, but is not required, to notify the “Trusted Contact” of his or her designation.
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Trusted Contact means someone you trust who is at least 18 years of age who acts as a resource if we lose contact with you or believe you and/or your assets are at risk. See “Part 3 - Opening and Maintaining an Account.” Trustee means the Nebraska State Treasurer. See “Part 1 – Overview.”
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Related to Trusted Contact

  • Contact means a direct or indirect communication between an athlete agent and a student athlete, to recruit or solicit the student athlete to enter into an agency contract.

  • Contact Hour Funds means the funds paid or payable by the Department under this Contract for the Scheduled Hours of supervised training and assessment reported for a Skills First Student. Contract means this VET Funding Contract and includes all schedules, annexures, attachments, plans and specifications and exhibits to it. Contract Notification means a document issued by the Department via the SVTS that either provides specific information or advice about aspects of this Contract or formally notifies the Training Provider of a variation to this Contract. Control means, with regard to an entity:

  • contact information means information to enable an individual at a place of business to be contacted and includes the name, position name or title, business telephone number, business address, business email or business fax number of the individual;