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Client Account Agreement Please read carefully In consideration of Sterne, Age, & Leach, Inc. accepting and carrying, or continuing to maintain and carry for my benefit, one or more securities accounts
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How to fill out client account agreement
How to fill out client account agreement
01
Start by obtaining a copy of the client account agreement form from your financial institution.
02
Read the form carefully, paying attention to the instructions and any important terms and conditions.
03
Fill in your personal information accurately, including your full name, address, date of birth, and social security number.
04
Provide details about your financial goals and investment preferences, such as risk tolerance and time horizon.
05
If necessary, seek professional advice or clarification on any sections you are unsure about.
06
Sign and date the client account agreement form, indicating that you understand and agree to the terms and conditions.
07
Make a copy of the completed and signed form for your records.
08
Submit the original client account agreement form to your financial institution as per their instructions.
Who needs client account agreement?
01
Anyone who intends to open a client account with a financial institution needs to fill out a client account agreement. This includes individuals, corporations, and other entities looking to establish a formal relationship with the financial institution for various financial services like banking, investments, or trading.
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What is client account agreement?
Client account agreement is a legal document that outlines the terms and conditions of the relationship between a client and a financial institution.
Who is required to file client account agreement?
Financial institutions are required to file client account agreements with the appropriate regulatory authorities.
How to fill out client account agreement?
To fill out a client account agreement, both the client and the financial institution must provide personal information, details of the agreement, and signatures.
What is the purpose of client account agreement?
The purpose of a client account agreement is to establish the rights and responsibilities of both the client and the financial institution in managing the client's assets.
What information must be reported on client account agreement?
Client account agreements must include details such as the client's name, address, investment objectives, risk tolerance, and any fees or charges.
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