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This document serves as a customer agreement between HSBC Broking Securities (Asia) Limited and an institutional professional investor, outlining the terms under which the customer may trade in securities
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How to fill out customer agreement institutional professional
How to fill out customer agreement institutional professional
01
Begin with your institutional information: Enter the name, address, and contact details of your institution.
02
Provide details about the customer: Fill in the customer's name, address, and contact information.
03
Specify the services provided: Clearly outline the services that will be covered under the agreement.
04
Set the terms and conditions: Include payment terms, service duration, and any cancellation policies.
05
Include confidentiality clauses: Ensure that both parties agree to maintain confidentiality regarding shared information.
06
Review responsibilities: Define the obligations of both the institution and the customer.
07
Add signature lines: Provide spaces for signatures from authorized representatives of both parties.
08
Final review: Check the document for any errors or omissions before finalizing.
09
Distribute copies: Ensure both parties receive a signed copy of the agreement for their records.
Who needs customer agreement institutional professional?
01
Any professional institution that provides services to clients or customers needs a customer agreement.
02
Organizations engaging in contractual relationships with external parties require a custom agreement.
03
Entities looking to formalize service provisions and protect both parties' interests need this agreement.
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What is customer agreement institutional professional?
A customer agreement institutional professional is a formal document that outlines the terms and conditions of the relationship between financial institutions and professional clients, detailing responsibilities, obligations, and rights.
Who is required to file customer agreement institutional professional?
Financial institutions that engage in transactions with institutional professional clients are required to file customer agreements to ensure compliance with regulatory requirements.
How to fill out customer agreement institutional professional?
To fill out a customer agreement institutional professional, ensure that all required fields are completed with accurate information regarding the client, including identification details, nature of services, and specific terms of the agreement.
What is the purpose of customer agreement institutional professional?
The purpose of a customer agreement institutional professional is to establish a clear understanding of the relationship between the institution and the client, laying out the expectations, legal framework, and compliance standards.
What information must be reported on customer agreement institutional professional?
The customer agreement institutional professional must report information such as the identity of the client, the type of services offered, terms and conditions of the agreement, any fees or commissions, and compliance with regulatory requirements.
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