Callbacks. The following types of instructions received via telephone, fax or email will require a callback to an Authorized Representative to authenticate the instruction. Index Receipt Agent requires the designation of individuals to whom a call back can be placed/performed. Instructions requiring a callback include but are not limited to the following: Authorized Representative Establishment and Profile Set up Authorized Representative Trader Access Additions/Amendments and Removal BBH WorldView® APEX set up requests Standard Security and Cash Settlement Instructions Index Receipt Agent may require a callback for additional instruction types at its sole discretion.
Appears in 6 contracts
Samples: Authorized Participant Agreement (Two Roads Shared Trust), Authorized Participant Agreement (Unified Series Trust), Authorized Participant Agreement (Capitol Series Trust)
