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ACCOUNT PACKETS/SUM II
ACCOUNT AGREEMENT
In consideration of LPL Financial LLC (LPL) agreeing to open a SUM/SUM II investment account (Account) for you, you hereby
understand, acknowledge and agree:
ROLE
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It is a form that needs to be filed with the relevant authorities to disclose certain financial information.
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Individuals or entities who meet certain criteria set by the authorities.
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The purpose is to ensure transparency and compliance with financial regulations.
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Information such as income, assets, and liabilities may need to be reported.
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