Folio Customer definition

Folio Customer means a person that has executed a customer account agreement with Folio and maintains a brokerage account with Folio, whether or not they have purchased the Private Securities.
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Examples of Folio Customer in a sentence

  • EXHIBIT 2 – Check and Transfer Money Terms and Conditions These Check and Transfer Money Terms and Conditions form an addendum (“Addendum”) to, and are incorporated in, your Folio Customer Agreement, including the pre-dispute arbitration clause in the Folio Customer Agreement, Insured Deposit Cash Sweep Account program terms and conditions and any other agreements (together, the “Agreement”) you may have with Folio Investments, Inc.

  • Notwithstanding the foregoing, the Books and Records as they pertain to the Private Securities (and with the permission of the Investors with respect to any personally identifying information), will be made available to Issuer, and shall be Confidential Information as to Folio, and may only be used by Issuer in accordance with Law or as otherwise authorized by the Folio Customer to whom the information pertains by affirmative or negative consent, as permitted.

  • We may require you, or your establishing a brokerage relationship with Folio and this agreement beneficiary after your death, to elect a distribution reason, provide is a part of and is incorporated into the Folio Customer Agreement documentation, and provide a proper tax identification number applicable to this IRA.

  • In establishing this Xxxx XXX, you also are establishing a brokerage relationship with Folio and this agreement is a part of and is incorporated into the Folio Customer Agreement applicable to this Xxxx XXX.

  • Folio as the the broker-dealer on your Xxxx establishing a brokerage relationship with Folio and this agreement IRA also has the authority to amend the terms and conditions is a part of and is incorporated into the Folio Customer Agreement applicable to your Xxxx XXX in any respect and at any time and such applicable to this Xxxx XXX.

  • After Issuer has executed a Folio Customer Account Agreement, Folio will, in the ordinary course, and consistent with Folio’s policies and procedures as in existence from time to time, maintain an account for the benefit of Issuer to hold the Private Securities, whether in certificated or uncertificated form, for Issuer’s benefit and any other securities or cash as may be purchased and/or deposited or held by Issuer in its account with Folio.

  • To the extent a Conditional Offer requires that funds be available in the amount of the Conditional offer until Settlement Date, the amount of cash required will be promptly swept or maintained in the FDIC insured bank accounts used as part of the Cash Sweep Program for the benefit of the Folio Customer until such Conditional Offer is cancelled (if then cancellable), the conditions the offering are satisfied and the offering closes, or the issuer's offering is withdrawn or expired.

  • Notwithstanding the foregoing, the Books and Records as they pertain to the Securities (and with the permission of the Investors with respect to any personally identifying information), will be made available to Issuer, and shall be Confidential Information as to Folio, and may only be used by Issuer in accordance with Law or as otherwise authorized by the Folio Customer to whom the information pertains by affirmative or negative consent, as permitted.

  • After the Issuer has executed a Folio Customer Account Agreement, Folio will, in the ordinary course, and consistent with Folio’s policies and procedures as in existence from time to time, maintain an account for the benefit of Issuer to hold the Securities, whether in certificated or in uncertificated form, for the Issuer’s benefit and any other securities or cash as may be purchased and/or deposited or held by the Issuer in its account with Folio.

  • The amount of funds for each Folio Customer participating in the Cash Sweep Program at each bank participating in the Cash Sweep Program is recorded daily on Folio's books and records.

Related to Folio Customer

  • DMA Customer means a Customer of a Sponsoring Broker where representatives of the Customer that are natural persons are designated by the Sponsoring Broker to have Trading Access to the SEF Platform using the Participant ID of the Sponsoring Broker and where such Customer signs the DMA Customer Documentation.

  • Retail customer means any person that purchases retail electric energy for its own consumption at

  • Net metering customer means a customer of the electric distribution company

  • End User Customer means a third party retail Customer that subscribes to a Telecommunications Service provided by either of the Parties or by another Carrier or by two (2) or more Carriers.

  • New Customer has the meaning set forth in Section 17.3(b).

  • End-Use Customer means a person or entity in Delaware that purchases electrical energy at retail prices from a Retail Electricity Supplier.

  • Network Customer means an entity receiving transmission service pursuant to the terms of the Transmission Provider’s Network Integration Transmission Service under Tariff, Part III. Network External Designated Transmission Service:

  • End Customer means any party that is licensed to receive the Data either directly or via a Redistributor or group of Redistributors.

  • Indigent Customer means the head of an indigent household:-

  • Host Customer means a customer under a Solar Service Agreement.

  • wholesale customer means a natural or legal person purchasing electricity for the purpose of resale inside or outside the system where he is established;

  • household customer means a customer purchasing electricity for his own household consumption, excluding commercial or professional activities;

  • TCP Customers We will not impose Credit Management Charges unless the Charges are a reimbursement of our costs and you are advised of their amount or method of calculation.

  • Existing Customer means an individual who has purchased goods or services from a person, who is the recipient of a voice communication from that person, and who either paid for the goods or services within the 12 months preceding the voice communication or has not paid for the goods and services at the time of the voice communication because of a prior agreement between the person and the individual.

  • Relevant Customer means any person, firm or company which at any time during the 12 months prior to the Relevant Date was a customer of the Employer or any other Group Company, with whom or which the Executive dealt other than in a de minimis way or for whom or which the Executive was responsible in a supervisory or managerial capacity on behalf of the Employer or any other Group Company at any time during the said period;

  • service supplier means any person that supplies a service;

  • Customer Usage Data means the Telecommunications Services usage data of a CLEC End User measured in minutes, sub-minute increments, message units, or otherwise, that is recorded by SBC-13STATE and forwarded to CLEC.

  • Customer means the State agency or other entity identified in a contract as the party to receive commodities or contractual services pursuant to a contract or that orders commodities or contractual services via purchase order or other contractual instrument from the Contractor under the Contract. The “Customer” may also be the “Buyer” as defined in the PUR 1001 if it meets the definition of both terms.

  • Customer User means an employee of Customer, a Customer Affiliate or Business Partner.

  • financial service supplier means any natural or juridical person of a Party wishing to supply or supplying financial services but the term “financial service supplier” does not include a public entity;

  • END USER CUSTOMER LOCATION means the physical location of the premises where an End User makes use of the telecommunications services.

  • domestic customer means the occupier of domestic premises;

  • Interconnection Customer means a Generation Interconnection Customer and/or a Transmission Interconnection Customer.

  • Business Customer means a customer who is not a residential customer.

  • Small customer means a retail customer that has an individual load with an average monthly demand of less than 5,000 kilowatts.

  • New Service Customers means all customers that submit an Interconnection Request, a Completed Application, or an Upgrade Request that is pending in the New Services Queue. New Service Request: