Closed or Inactive Accounts. You agree to give us at least seven (7) days’ notice of any intended cash withdrawal. You agree that if your Account is closed by you in the first year of its operation, we may charge a fee to close your Account. The fee will be disclosed by us from time to time and you agree to pay the fee and authorize us to charge the fee to your Account. If your Account is inactive (meaning it has been open but there has been no trading activity during the 12-month period from July 1 to June 30 of each year), you will be charged a fee in accordance with the then-current fee schedule.
Closed or Inactive Accounts. I agree that if my Account is closed by me in the first year of its operation, CFIS and CAM, as applicable, may charge a fee to close my Account. The fee will be disclosed by CFIS and XXX, as applicable, from time to time and I agree to pay the fee and authorize CFIS and CAM, as applicable, to charge the fee to my Account. If my Account is inactive (meaning it has been open but there has been no trading activity during the 12-month period from July 1 to June 30 of each year), I may be charged a fee in accordance with the then-current Nominee Account fee schedule. I have carefully reviewed Disclosure of Fees and Charges section.
Closed or Inactive Accounts. If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this notice. Changes to this Privacy Policy. If Adviser makes any substantial changes in the way confidential information is used or disseminated, Adviser will notify the Client. If Client has any questions concerning this privacy policy, please write to us at 000 Xxxxxxxxxx Xxx., XX, Xxx. X, Xxxxxxx, XX 00000. Beacon Wealth Consultants, Inc. BUSINESS CONTINUITY PLAN DISCLOSURE Our Business Continuity Plan (BCP) If a significant business disruption occurs, Beacon Wealth will implement various strategies to quickly recover and resume business operations. Beacon Wealth’s BCP addresses many items, including: data backup and recovery; safeguarding customer confidential information; financial and operational assessments; alternative communications with customers and employees; alternate physical location of employees; and ensuring Beacon Wealth’s customers’ prompt access to their funds. Depending on the type of disruption, we will transfer our operations offsite, and recover and resume business as soon as possible. Emergency Contact Persons If you are unable to reach your Representative due to a significant business disruption, please call the main office at 540-345-3891. If you are unable to reach your Representative or Beacon Wealth during a significant business disruption and • you have an account held at Schwab, you may contact them directly at 800-515-2157.
Closed or Inactive Accounts. If Client decides to closes account (s) or become an inactive customer, Hurt Financial Services will adhere to the privacy policies and practices as described in this notice Changes to this Privacy Policy. If' Hurt Financial Services makes any substantial changes in the way Hurt Financial Services uses or disseminate confidential information, Hurt Financial Services will notify Client. If Client has any questions concerning this privacy policy, please write Hurt Financial Services.
Closed or Inactive Accounts. If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.
Closed or Inactive Accounts. We will continue to follow the privacy policies and practices explained in our privacy pledge even after your account is closed or becomes inactive.
Closed or Inactive Accounts. If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this policy.
