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Order Execution Only Account CORPORATE RESOLUTIONWelcome to BMO InvestorLineA RESOLUTION RELATING TO THE establishment and maintenance of trading accounts BMO InvestorLine Account Number:To: BMO InvestorLine
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How to fill out a order execution only

01
Access the online platform or contact a broker to place an order execution only.
02
Input the stock symbol or company name you want to buy or sell shares of.
03
Specify the quantity of shares you wish to purchase or sell.
04
Choose the type of order, such as market order or limit order.
05
Review and confirm the order details before submitting it for execution.

Who needs a order execution only?

01
Investors who have already conducted research and analysis on a particular stock and are confident in their decision to buy or sell shares without financial advice.
02
Experienced traders who prefer to have full control over their investment decisions and want to execute orders quickly and efficiently.
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An order execution only refers to a type of trading arrangement where transactions are executed based on client instructions without any advisory or brokerage services provided.
Individuals or entities engaging in trading activities that do not require advisory services typically need to file an order execution only, especially if these orders are governed by regulatory or compliance requirements.
To fill out an order execution only, one must provide necessary trade details such as the type of order, quantity, security identification, execution price, and any other relevant trading instructions as specified by the brokerage or platform.
The purpose of an order execution only is to facilitate the efficient and direct trading of securities for clients who prefer to manage their own investment decisions and require only the execution of their orders.
Information that must be reported on an order execution only includes the name of the security, order type, quantity, price, date and time of execution, along with the client’s details and any applicable fees.
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