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TRUSTED CONTACT INFORMATION DEVELOPMENT CORPORATION FOR ISRAEL MEMBER FINRAClient Name: Account Number: Address: Phone Number: Email: A trusted contact, who must be at least 18 years old, is someone
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What is trusted contact information?
Trusted contact information is a person designated by an individual to be contacted in case of emergency or to address concerns about the individual's financial accounts.
Who is required to file trusted contact information?
Broker-dealers and investment advisers are required to collect and maintain trusted contact information for their clients.
How to fill out trusted contact information?
Trusted contact information can be filled out by providing the name, relationship, phone number, and email address of the designated individual.
What is the purpose of trusted contact information?
The purpose of trusted contact information is to provide a reliable point of contact in case of emergencies or to address concerns about the individual's financial wellbeing.
What information must be reported on trusted contact information?
The trusted contact information must include the name, relationship, phone number, and email address of the designated individual.
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