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SECURITIES ACCOUNT HANDLING AGREEMENT SPECIAL PART YYY MM DD BANK DETAILS NameAddressAB SEB BANKKonstitucijos ave. 24, 08105 Vilnius, Republic of LithuaniaLegal codeTelephone112021238+370 5 268 2800
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How to fill out securities account handling agreement

01
To fill out a securities account handling agreement, follow these steps:
02
Obtain the agreement form from your bank or financial institution.
03
Read the agreement thoroughly to understand its terms and conditions.
04
Provide your personal information, such as name, address, contact details, and social security number.
05
Determine the type of securities account you want to open, such as individual or joint account.
06
Specify your investment objectives and risk tolerance.
07
Decide whether you want a margin account or a cash account.
08
Provide information about any existing brokerage accounts you may have.
09
Review and acknowledge the disclosure statements and disclaimers.
10
Sign and date the agreement in the designated spaces.
11
Submit the filled-out agreement form to your bank or financial institution.

Who needs securities account handling agreement?

01
Anyone who wishes to invest in securities and open a securities account with a bank or financial institution needs a securities account handling agreement.
02
This includes individual investors, joint account holders, and corporate entities.
03
The agreement outlines the rights, responsibilities, and obligations of both the account holder and the financial institution.
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Securities account handling agreement is a contract between an investor and a financial institution that outlines the terms and conditions for the handling of the investor's securities account.
Investors who open a securities account with a financial institution are required to file a securities account handling agreement.
To fill out a securities account handling agreement, investors need to provide their personal information, account details, and agree to the terms and conditions set by the financial institution.
The purpose of securities account handling agreement is to establish the rights and obligations of both the investor and the financial institution regarding the management of the securities account.
The securities account handling agreement must include details such as the investor's name, contact information, account number, and the terms of the agreement.
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