Account Information Agreement Sample Contracts
ACCOUNT INFORMATION FORMAccount Information Agreement • January 22nd, 2015
Please read this Agreement in its entirety carefully, as this document will help us understand your needs and expectations with regard to this account, and establish certain provisions that will govern our relationship with you. Once accepted, this Agreement and all accompanying or supplemental documents form the entire Agreement between you and us for this account. Unless otherwise indicated in this Agreement, the words “you,” “your,” “yourself,” and “yours” mean the applicant(s). The words “we,” “us,” and “ours” mean SANDLAPPER Wealth Management, LLC (“SANDLAPPER”), 800 East North Street, 2nd Floor, Greenville, SC 29601.