Client Margin Agreement SupplementClient Margin Agreement Supplement • March 15th, 2022 • Wisconsin
This Client Margin Agreement Supplement (“Margin Agreement”) supplements and is part of Client’s Client Relationship Agreement (“Client Relationship Agreement” or “Agreement”) with Robert W. Baird & Co. Incorporated (“Baird”). Capitalized terms used but not defined herein shall have their respective meanings ascribed to them in the Client Relationship Agreement.
Client Relationship AgreementClient Margin Agreement Supplement • March 15th, 2022 • Wisconsin
Each person (individually or collectively defined as “Client”) signing a Robert W. Baird & Co. Incorporated (“Baird”) Client Account Application (the “Application”) or maintaining an account with Baird hereby retains Baird, which is registered with the Securities and Exchange Commission (“SEC”) as a broker-dealer under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), to provide the types of brokerage, investment advisory or other services that Client may from time to time select in accordance with, and subject to, the terms of this Client Relationship Agreement (the “Agreement”).
