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.
Sample 1Sample 2Sample 3

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.

  • 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.

  • 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.

  • TAMMANY PAR., Abita Creek Preserve 30˚ 31' 25" N 89˚ 58' 07" W, FIT/MT, Woods, Longleaf pine savanna, wet pine flatwoods, D.

  • This service involves setting up an account for the Issuer, setting up customer accounts for the Investors, receiving money into the Folio Customer Accounts, and Folio administering closings in which funds in Folio Customer Accounts are transferred from those accounts to Issuer’s Folio account in amounts equal to subscription requests Issuer has accepted.

  • Folio as the the broker-dealer on your Xxxx establishing a brokerage relationship with Folio and this agreement XXX 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.

  • This Agreement does not address nor authorize Folio to provide investment banking or underwriting services to the Issuer, to act as an underwriter or selling group member, to issue the Securities, to provide advice or advisory services in connection with the services as set forth in Schedule B, to recommend the Securities or the Offering, or to make any suitability determinations with respect to any Folio Customer.

  • This Agreement does not address nor authorize Folio to provide, investment banking or underwriter services to the Issuer, to act as an underwriter or selling group member, to issue the Private Securities, to provide advice or advisory services in connection with the services as set forth in Schedule B, to recommend the Private Securities or the Offering, or to make any suitability determinations with respect to any Folio Customer.

Related to Folio Customer

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

  • 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.

  • Host Customer means a residential customer under a Customer Agreement for a Covered Project.

  • 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;

  • 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 a person, firm or company who during the period of twelve months immediately preceding the Termination Date conducted a business relationship (including, without limitation, the provision of services and the negotiation for the same) with the Company or any Group Company and with whom the Executive had significant contact as an employee of the Company;

  • service supplier means any person that supplies a service;

  • Customer Usage Data means the Telecommunications Service usage data of CLEC’s Customer, measured in minutes, sub-minute increments, message units or otherwise, that is recorded by CenturyLink AMA equipment 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.

  • 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.