📄 Extracted Text (508 words)
JP Morgan
J.P. Morgan Account Suitability Supplement
C. Brokerage Account Information (cont.)
Large Trader Identification Number* ("LUD")
LTIO - If applicable, enter Lilo number here:
00000000-0000
ige Account Agreement
*Large Trader definition is explained in paragraph VS of tne Brokert
Custodian (if applicable)
❑ JPMorgan Chase Bank, N.A. O Other (please sPeoPY)
, e-
Options Trading (required for sordiange traded options over-th
Margin Account Requested? counter traded options or structured products)
le Yes (a Derivatives Approval form will be required) O No
SI Yes O No
Personal Accounts Only
Marital Status of Primary Account Owner: O Married O Single ODivorced O Widowed
Spouse Irformalion:
Name of Employer
Name
Annual Income CS
Occupation/Position
Non-Individual Accounts Only
here:
If applicable, enter Legal Entity Identifier
O. Agreement
ts and Services and the Account Agreement
to this application and the General Terms for Accoun
I have read, understand and agree ents from time to time, generally will apply to any Mute account,
ent, with amendm
(in each case, our 'Agreement"). The Agreem ically or otherwi se, althoug h certain accounts, products or services may require
orally, electron
product or service that we agree upon applica tion) is a security agreem ent under Article 9 of the Uniform
(Including this
additional clocrmentatIon. This Agreement read and consen t to the terms of J.P. Morgan's Private Bonk and Private
I have
Commercial Code, as amended from Urn* to time. my Informa tion is receive d and used, and that upon opening an
Inducting the manner in which
Wealth Management Privacy Notice, er describ ed as the -Private Banking Business'' In the
or Private Wealth Management (togeth
account with J.P. Morgan's Private Bank Busines s' family of companies (as listed In the
or more members of the Private Banking
Notice) my Information will be used by one service s availab le through the Private Barking Business.
the product s and
Notice) in order to make available to me
ent Management Accounts )
ation (Tnis applies to Margin and Brokerage, but nor Investm
E. Pre-dispute Arbitr out of the Margin or Brokerage
ent to arbitrate any controversies arising
By signing below, I acknowledge agreem paragr aph 11 of the Brokerage Agreement that I have
In accordance with
Agreements with J.P. Morgan Securities LLC, Service s Offered Through I.P. Morgan Securities
Agreements for Accounts and
received. Paragraph 11 Is located in the and Condit ions and within the International
ed within the Combined Terms
LLC and I.P. Morgan Entities which is contain ents.
s Accoun t Agreem
General Terms for Accounts and Service
F. Signature
d by you, or any information that remains
All accountholders are regtimd to Jow.-21aLam note: any changes not initiale
require us to send the application bade to you.
missing on ;Kest forms will isdelay in open rig'your account and may
(01 0 -1i 3 JEFFREY E. ESTES!
Date Pnnt Name
Signature (Accountholder)
Crate Print Name
Signature (Accountholder)
J.P. Morgan Use Only SOUTHERN must COMPANY, INC tee
Page 2 of 2 NELSON D JUSTIN einicerilnala
Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-OOO62864
EFTA01583230
ℹ️ Document Details
SHA-256
1c4a616ba9abe5fff5cfd249b2509ec954ade0a2dc1bd4027f54c15455a770b3
Bates Number
EFTA01583230
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0