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CLIENT AGREEMENT Issued by: HUB24 Custodial Services Ltd ABN: 94 073 633 664 ADSL: 239 122 DATED: FEBRUARY 2012 www.investorfirstsecurities.com.au Office Use Only Account No. IN Advisor Code Schedule
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01
Begin by reviewing the client agreement carefully to understand its terms and conditions. Take note of any sections that require specific information or signatures.
02
Gather all necessary information and documentation that may be required to complete the client agreement. This may include personal details such as name, address, contact information, and identification documents.
03
Fill in the required fields in the client agreement accurately. Pay attention to details such as spelling, dates, and numerical values to ensure precision.
04
If there are any sections that you are unsure about or need further clarification, don't hesitate to seek guidance from a Hub24 representative or contact their customer support.
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Once all the required fields are filled, review the client agreement one last time to ensure completeness and accuracy. Make any necessary corrections or additions before proceeding.
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If applicable, sign and date the client agreement as instructed. Some client agreements may require additional signatures from witnesses or legal representatives, so be sure to follow the provided guidelines.

Who needs client agreement - hub24:

01
Individuals who wish to become clients of Hub24, a financial platform or investment service, need to fill out the client agreement. This includes individuals who want to open an account or access the services offered by Hub24.
02
Financial advisors or authorized representatives who intend to use Hub24 as a platform for managing their clients' investments may also need to complete the client agreement.
03
It is important for anyone engaging with Hub24, whether as an individual investor or a professional advisor, to go through the client agreement to understand their responsibilities, rights, and obligations as part of the partnership with Hub24.
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Client agreement - hub24 is a legal document that outlines the terms and conditions of the relationship between a client and hub24 platform.
Any client who wishes to use the hub24 platform is required to file a client agreement.
The client agreement can be filled out online on the hub24 platform by providing all the necessary information and agreeing to the terms and conditions.
The purpose of the client agreement is to establish a clear understanding of the rights and responsibilities of both the client and hub24 platform.
The client agreement must include personal information of the client, investment goals, risk tolerance, and any other relevant details.
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