Trusted Contact. To the extent that you have completed a Trusted Contact Form, MOIS is authorized to disclose any of your confidential information and discuss any of your accounts, including insurance products, to your Trusted Contact(s) as specified by you if MOIS is unable to promptly contact you using your contact information on record or if MOIS has concerns related to your health or mental capacity. Absent separate written instructions, this authorization does not give the above-named person(s) authority to transact business, including but not limited to, placing trades in or withdrawing funds from your account(s). This authorization also acknowledges that the Trusted Contact(s) provided by you to MOIS have reached the age of 18. If authorization has been granted by you, it shall remain in effect unless and until you notify us in writing that you are rescinding this authorization.
Appears in 3 contracts
Sources: Customer Agreement for Advisory Accounts, Customer Agreement for Advisory Accounts, Customer Agreement for Advisory Accounts