Common use of Client Classification Clause in Contracts

Client Classification. Citi will treat you as a professional client under applicable regulatory client classification rules. As a professional client, you will receive limited protections under applicable regulatory rules. However, you are entitled to request to be treated as a retail client: as a retail client you would be entitled to additional protections under applicable regulations, including but not limited to greater information provided to you. However, if you seek classification as a retail client we may not be able to provide the same services to you. If you have any questions about or wish to discuss your classification, please contact your Relationship Manager.

Appears in 10 contracts

Samples: Global Securities Lending Agency Agreement (JPMorgan Trust IV), Global Securities Lending Agency Agreement (J.P. Morgan Exchange-Traded Fund Trust), Global Securities Lending Agency Agreement (Jpmorgan Insurance Trust)

AutoNDA by SimpleDocs

Client Classification. Citi will treat you as a professional client under applicable regulatory client classification rules. As a professional client, you will receive limited protections under applicable regulatory rules. However, you are entitled to request to be treated as a retail client: as a retail client you would be entitled to additional protections under applicable regulations, including but not limited to greater information provided to you. However, if you seek classification as a retail client we may not be able to provide the same services to you. If you have any questions about or wish to discuss your classification, classification please contact your Relationship Manager.

Appears in 2 contracts

Samples: Global Securities Lending Agency Agreement (Hartford Funds Exchange-Traded Trust), Global Custodial Services Agreement

AutoNDA by SimpleDocs
Time is Money Join Law Insider Premium to draft better contracts faster.