Common use of Trusted Contact Optional Clause in Contracts

Trusted Contact Optional. In the event of suspected financial exploitation or fraud, Saturna Capital and its affiliates are authorized to contact the Trusted Contact person and disclose information about this account to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by regulations. Full Legal Name Preferred Salutation (optional): ❍ Mr. ❍ Mrs. ❍ Ms. ❍ Dr SSN or Tax ID (optional) Email Date of Birth (MM-DD-YYYY) Address City State Zip Preferred Phone Alternate Phone .

Trusted Contact Optional. In the event of suspected financial exploitation or fraud, Saturna Capital and its affiliates are authorized to contact the Trusted Contact person and disclose information about this account to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by regulations. Full Legal Name Preferred Salutation (optional): ❍ Mr. ❍ Mrs. ❍ Ms. ❍ Dr Dr. SSN or Tax ID (optional) Email Date of Birth (MM-DD-YYYY) Address City State Zip Preferred Phone Alternate Phone .Phone