Common use of Account Application Clause in Contracts

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR Client and Client Advisor and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client and Advisor agree to the terms and conditions of this Agreement. LPL and Advisor may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor LPL and IAR Advisor with updated information as necessary and that LPL, FutureAdvisor LPL and IAR Advisor have the right to rely on this information. Client will provide such updates by updating agrees to promptly notify LPL in the event that his or her investor profile questionnairecountry of residence or citizenship status changes, direct email to IAR and Client acknowledges and agrees that such notification may result in termination of his or telephone call to IAR or her account by contacting LPL under Section 10 above if LPL does not service accounts in the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronicallynew jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an accountAccount. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR Advisor may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees and Advisor agree to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and Advisor with updated information as necessary and that LPL and Advisor have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 7 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Accountaccount: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR Advisor may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 8 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight detect and stop the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an accountAccount. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor LPL and IAR with updated information as necessary and that LPL, FutureAdvisor LPL and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 9 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client and Advisor agree to the terms and conditions of this Agreement. LPL and Advisor may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor LPL and IAR Advisor with updated information as necessary and that LPL, FutureAdvisor LPL and IAR Advisor have the right to rely on this information. Client will provide such updates by updating agrees to promptly notify LPL in the event that his or her investor profile questionnairecountry of residence or citizenship status changes, direct email to IAR and Client acknowledges and agrees that such notification may result in termination of his or telephone call to IAR or her account by contacting LPL under Section 9 above if LPL does not service accounts in the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronicallynew jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an accountAccount. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR Advisor may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 7 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.

Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 7 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Accountaccount: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.