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CONVERSION OF SHARES Please return this form by fax: +33 2 51 85 61 66 or by postal mail to the following address: So cit GRALE Securities Services SASS/SO/ISS/INS/NAN 32 rue Du champ de air CS 30812

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How to fill out registered securities account agreement

01

Obtain the registered securities account agreement form from the relevant financial institution or brokerage firm.

02

Read through the agreement carefully to understand the terms and conditions.

03

Fill out your personal information accurately, including your full name, contact details, and social security number.

04

Provide your financial information, such as your annual income, net worth, and investment objectives.

05

Specify the type of account you wish to open, whether it's an individual account, joint account, or corporate account.

06

Declare any affiliations or relationships with the brokerage firm or its affiliates.

07

Sign the agreement and date it.

08

Submit the completed agreement to the financial institution or brokerage firm for processing.

09

Await confirmation from the institution regarding the acceptance and opening of your registered securities account.

Who needs registered securities account agreement?

01

Anyone who intends to trade or invest in securities through a licensed brokerage firm or financial institution needs a registered securities account agreement.

02

This agreement serves as a legal contract between the investor and the institution, outlining the terms and conditions under which the investor can conduct securities transactions.

03

It ensures compliance with regulatory requirements and provides a framework for the relationship between the investor and the institution.

04

Therefore, both individual investors and corporate entities who wish to engage in securities trading or investment activities need to sign a registered securities account agreement.

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What is registered securities account agreement?

A registered securities account agreement is a legal document that outlines the terms and conditions under which securities are held in a brokerage account. It details the rights and responsibilities of both the account holder and the brokerage firm.

Who is required to file registered securities account agreement?

Individuals and entities that wish to open a registered securities account with a brokerage are required to file a registered securities account agreement.

How to fill out registered securities account agreement?

To fill out a registered securities account agreement, provide your personal information, including name, address, Social Security number or tax identification number, and employment details. Read and acknowledge the terms and conditions, and sign the document.

What is the purpose of registered securities account agreement?

The purpose of the registered securities account agreement is to establish a formal relationship between the account holder and the brokerage, ensuring that both parties understand their rights, obligations, and the specific terms governing the account.

What information must be reported on registered securities account agreement?

The information that must be reported includes the account holder's personal details, financial information, investment objectives, and any applicable disclosures related to securities trading.

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