Account Form definition

Account Form means the Technology Agreement Account Form.
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Account Form means the form containing the Originating Account details completed by the Customer as part of the application for the Services.
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Account Form means the account form, document, which is signed by “you” when you accept the terms, offered in the proposal quotation for TCS to provide services.
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Examples of Account Form in a sentence

  • Account(s) will open with the approximate goals/guidelines at the time of purchase as outlined in each New Account Form per Account.

  • This Agreement and each New Account Form may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one in the same agreement.

  • By this Relationship Agreement and instructions (hereinafter "Agreement"), each person or entity listed on the “Account Title” field of a New Account Form (a “Client”) appoints ▇▇▇▇▇▇▇▇▇ Management Corporation, a California Corporation dba ▇▇▇▇▇▇▇▇▇ Management Group (“Management”), a registered investment adviser, to manage Client’s securities portfolio(s) (the “Account(s)”) in accordance with the following.

  • In order for Management to proceed with the management of any Account, Client must complete and sign a separate New Account Form, which is incorporated into this Agreement, for that individual account.

  • In addition, in the case of a financial planning client who may not have signed a New Account Form, each person who has signed this Agreement (also a “Client) appoints Management to provide Financial Planning services in accordance with the following.

  • If Client opens more than one Account with this same Agreement using more than one New Account Form (electronically or otherwise), Client agrees that this Agreement applies to each individual Account.

  • If Client has requested an analysis of Client’s present holdings or a financial plan prior to Management taking control of Client’s Account, it might significantly slow down the opening process even if Client has signed the New Account Form and/or given the transfer/journaling instructions in writing or otherwise.

  • Client authorizes Management to liquidate all assets of the Account to be managed under any Equity Strategy (including Premier Wealth Tactical) immediately upon signing the New Account Form for that Account, regardless of any tax ramifications or penalties that Client might suffer.

  • However, Management shall not have any obligation to manage any Account unless and until the later of the date the Account(s) are under the control of Management, the date Management signed the accompanying New Account Form (per Account) and, upon the Account’s liquidation even if such liquidation was done by Management on behalf of the Client prior to or after the opening date.

  • Client has received a copy of the “▇▇▇▇▇▇▇▇▇ MANAGEMENT” Form ADV2 and has reviewed and understands the investment strategy chosen in the New Account Form and its risks.


More Definitions of Account Form

Account Form means the BMedical new customer, or existing customer, account form by which a Reseller can apply to create, or update, a distribution account with BMedical in respect of the sale of the Products to the Reseller.
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Related to Account Form

  • Investment Form means a standardized form prescribed by the Management Company to be duly filled by the investor to purchase Units and will be stated in this Offering Document.

  • Account Application Form means the Personal Account Application Form for International Personal Banking or Wealth and Investment as applicable;

  • Enrollment Form means an agreement pursuant to which an Eligible Employee may elect to enroll in the Plan, to authorize a new level of payroll deductions, or to stop payroll deductions and withdraw from an Offering Period.

  • Assignment Form means the assignment form attached as Annex 2 hereto.

  • Account Designation Letter means a letter from the Borrower to the Administrative Agent, duly completed and signed by an Authorized Officer and in form and substance satisfactory to the Administrative Agent, listing any one or more accounts to which the Borrower may from time to time request the Administrative Agent to forward the proceeds of any Loans made hereunder.