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PERFORM INVESTMENTS (UK) LTD. Authorized and Regulated by the Financial Conduct Authority (FCA) Table of Contents 1. Introduction 1 2. Client Information 2 3. Risk Disclosure Statement 5 4. Notice
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How to fill out customer account agreement
How to fill out customer account agreement:
01
Review the agreement carefully: Read through the customer account agreement thoroughly to understand its terms and conditions.
02
Provide accurate information: Fill in all the necessary information requested in the agreement accurately to ensure the account is set up correctly.
03
Sign and date the agreement: Once you have reviewed and filled out the agreement, sign and date it to indicate your acceptance of the terms.
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Keep a copy for reference: Make a copy of the filled-out customer account agreement for your records and future reference.
Who needs customer account agreement:
01
Individuals opening a new customer account with a company or organization.
02
Businesses or organizations establishing customer accounts for their clients or customers.
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Any party entering into an agreement with a company or organization that requires a customer account.
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What is customer account agreement?
Customer account agreement is a legal document that outlines the terms and conditions between a customer and a financial institution regarding the customer's account.
Who is required to file customer account agreement?
Financial institutions are required to file customer account agreements.
How to fill out customer account agreement?
Customer account agreements can be filled out by both the customer and the financial institution, with each party providing necessary information and signatures.
What is the purpose of customer account agreement?
The purpose of customer account agreement is to establish and document the rights and responsibilities of both the customer and the financial institution in regards to the customer's account.
What information must be reported on customer account agreement?
Customer account agreement must include information such as customer's name, address, account number, terms and conditions, and signatures of both parties.
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