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Client Account Agreement TO: Sterne Age Capital Markets, Inc (SAM), Sterne, Age & Leach, Inc. (Sterne Age) and its authorized agents. In consideration of Sterne Age carrying a securities account (Securities
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How to fill out client account agreement:

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Begin by reviewing the client account agreement form thoroughly to understand the terms and conditions.
02
Provide the necessary personal information, including your full name, address, contact details, and any other requested details.
03
Read and understand each section of the agreement carefully. Pay attention to sections that outline the responsibilities of both parties, any fees or charges, and the agreed-upon services or products.
04
If there are any blank spaces or sections that require additional information, ensure you provide accurate and complete details.
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Sign and date the agreement at the designated spaces to indicate your acceptance and agreement with the terms stated.
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If required, attach any supporting documents or identification that may be necessary to complete the client account agreement.
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Retain a copy of the filled-out and signed agreement for your records.

Who needs client account agreement:

01
Individuals or businesses entering into a professional relationship with a service provider such as a financial institution, investment firm, or legal advisor.
02
Clients who are seeking services or products that require a contractual agreement, such as opening a bank account, investment portfolio, or retainer agreement with a lawyer.
03
Anyone looking to establish clear rights, obligations, and expectations between themselves and the service provider and ensure mutual understanding and agreement.
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Client account agreement is a legal document outlining the terms and conditions between a financial institution and a client regarding the management of funds.
Financial institutions are required to file client account agreements.
Fill out the client account agreement with accurate information regarding the client's account details and agree on the terms and conditions set by the financial institution.
The purpose of the client account agreement is to establish and maintain a clear understanding between the financial institution and the client regarding the management of funds.
The client account agreement must include information regarding the client's account details, terms and conditions, and signatures of both parties.
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