Common use of Reporting Needs Clause in Contracts

Reporting Needs. Natixis Advisors, at all times abiding by its Privacy Policy, which has been provided to you under separate cover, offers you (or your Financial Advisor at your election), the opportunity to receive a quarterly statement report related to your account (consisting of the following reports: Summary of Transactions, Performance Summary, Realized Gains and Losses and Portfolio Appraisal). However, if you do not affirmatively select a report from those listed below, Natixis Advisors will not provide you any reporting. Note: Generally, reporting for accounts such as yours is provided by the investment manager managing your account (i.e. Natixis Advisors), but given the involvement of another Financial Advisor, which Financial Advisor you have elected and identified in this Part II, you may decide not to receive any account reporting from Natixis Advisors. Check All That Apply: UNLESS SPECIFICALLY REQUESTED BELOW, NATIXIS ADVISORS WILL NOT DELIVER REPORTS TO YOU OR YOUR FINANCIAL ADVISOR. Provide Reports to Client: Yes No Provide Reports to Financial Advisor: Yes No Delivery of Notices *Note that Delivery of Notices applies to clients only. Financial Advisors will receive all reports electronically. Select One: I consent to electronic delivery of notices (if this option is selected, notices will be made available via Natixis Advisors LLC’s secure online portal) I do not consent to electronic delivery of notices (if this option is selected, notices will be sent to physical addresses listed on above) *If no option is selected, the default delivery method will be via secure online portal.