Client Suitability. Prior to the acceptance of participation, the TRUSTEE shall perform client suitability, through a Client Suitability Assessment form which shall be acknowledged and signed by the TRUSTOR/s.
Appears in 3 contracts
Sources: Omnibus Participating Trust Agreement, Trust Agreement, Trust Agreement
Client Suitability. Prior to the acceptance of participation, the TRUSTEE shall perform a client suitability, suitability assessment through a Client Suitability Assessment form Form, which shall be acknowledged accomplished and signed by the TRUSTOR/s..
Appears in 1 contract