EFTA01237426.pdf
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📄 Extracted Text (296 words)
First Private Equity Group
70 Pine Street, New York, N.Y. 10005
FIRST PRIVATE Phone 1-212-937-3623
EQUITY GROUP Fax 1-212-656-1857
Email [email protected]
GENERAL
INFORMATION
EMPLOYMENT
CLIENT PROFILE
0 Income 0 Seely ol Princcat
Cozensno 0 Growth 0 Tax Freeteteried Net Worth (orectutling
0 Soreuts•on 0 Ode, reeMence)
Is Winos piny or an immildan lemay member inhalod with or is oche. party or an Immediate Witty mentor a cieecer. a 10%
cepesect by key tecureaS inn. bank. trust 01 i eisiree greater tharehneer, ors polcipMerung execs:We olker of a
eteneanitt suably trudge company'
❑Yas ONO 0 Yes 0 No
11 yes. vital hen and position' yos. what Wm and poskeno
Intestine, Einem:rim Stocks Bonds Fume. Onions Risk Tolerance Tax Packet
None 0 0 0 0 C lox 0 0-15% 0 29-36%
Lrolo 0 0 0 0 C Moderate 0 16-26% 0 36%.
Moderate 0 0 0 0 C High
Extensive 0 0 0 0
ACCOUNT Mitt Trareacias Type: 0 Buy 0 See CI Deposit 0 'bander
INFORMATION Selbeed 0 Sorel Dan*, Symbol.
Type of Account. 0 Cash 0 Margin 0 °plea
Noe or Regbelti0n O Irsfrodual O Partnershp• 0 Corporation • 0 Invastmert Advisor
O twestment Mb • 0 Charitable 0 cussen 0 Tenants asCommon
0 TruSI ❑ Our 0 Joint Tenants ARMS MRerenms*•
' Additinial Doane= Flepared
CERTIFICATION I hereby Carley mat the information retake on this born is bpi. caret' and complete to MO WSI ol my krowlediat
Cerarcaam Stamen( (All poisons must sign 4 Vie is a joie accw'*I
X
Signature SOMYSO
Dale Dale
Should you *see a margin or open account. Ouse sign and COM01010 IN MARGIN AGREEMENT/LOAN CONSENT FORM or
OPT ION AG REUSE NT.
OFFICE USE
ACe°4n. OM's) By:
0 °win Agreemeol Gout.
ONLY
Rep Sputure Delo.
Branch Manager &Datum. Date
EFTA01237426
ℹ️ Document Details
SHA-256
0216c9af6d3b5dcb8451053b0cc97920388079197463b1fa712410bcf2f72f57
Bates Number
EFTA01237426
Dataset
DataSet-9
Type
document
Pages
1
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