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5.2017Page 1 of 6CLIENT SERVICES AGREEMENT
The (Client) who has opened an Account with Probity Advisors, Inc. (Probity), an investment advisor registered under the
Investment Advisors Act of 1940,
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What is form client who has?
Form client who has is a form used to report clients who have certain assets or meet specific criteria.
Who is required to file form client who has?
Financial institutions, such as banks or investment firms, are required to file form client who has.
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Form client who has can be filled out online or submitted electronically through the designated platform.
What is the purpose of form client who has?
The purpose of form client who has is to report client information to regulatory authorities for compliance and monitoring purposes.
What information must be reported on form client who has?
Information such as client's name, address, assets held, and any relevant financial information must be reported on form client who has.
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