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ACCOUNT NUMBER Trading Authorization for Investment Club Account The undersigned members of an Investment Club entitled Club Name hereby authorize Legend Clearing LLC.(the clearing firm), to open
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How to fill out trading authorization - cambria:

01
Start by obtaining the trading authorization form from Cambria's website or your financial advisor.
02
Fill out your personal information accurately, including your name, address, phone number, and email.
03
Provide your account information, such as your account number and type (individual, joint, etc.).
04
Specify the trading permissions you want to grant, such as buying or selling securities, options trading, or margin trading.
05
Indicate the duration of the authorization, whether it is for a specific period of time or until further notice.
06
If applicable, include any specific instructions or restrictions you want to place on the authorization.
07
Sign and date the trading authorization form.
08
Submit the completed form to Cambria according to their instructions, which may include mailing it, scanning and emailing it, or submitting it online through their platform.

Who needs trading authorization - cambria:

01
Investors who want to delegate trading responsibilities and give someone else the authority to make investment decisions on their behalf.
02
Individuals or entities who are utilizing the services of a financial advisor or broker, and need to grant them trading authorization.
03
Clients who wish to grant limited trading permissions or restrictions to their authorized trading entity, such as family members or registered investment advisors.
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Trading authorization - Cambria is a form required by the Securities and Exchange Commission (SEC) that allows individuals or entities to authorize another party to trade securities on their behalf.
Any individual or entity looking to authorize another party to trade securities on their behalf is required to file trading authorization - Cambria.
To fill out trading authorization - Cambria, individuals or entities must provide information about the authorized party, the securities being traded, and any limitations or restrictions on trading.
The purpose of trading authorization - Cambria is to ensure that authorized parties are able to trade securities on behalf of clients in compliance with SEC regulations.
Information such as the authorized party's name, contact information, trading restrictions, and securities to be traded must be reported on trading authorization - Cambria.
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