📄 Extracted Text (481 words)
J.P. Morgan Account Suitability Supplement
.IRMorgan
C. Brokerage Account Information (cont.)
Large Trader Identtficetion Number• ("LT113")
LTID - If applicable, enter LTIO number here: 0000000 -EOM
*Large Trader defintIon Is explained In paragraph 16 the Brokerage Account Agreement
Custodian (if applicable')
O )PMorgan Chase Bank, N.A. O Other (please specifY)
Margin Account Requested? Options Trading (required for exchange traded options, over-the-
counter traded options or structured products)
0 No 2 Yes (a Derivatives Approval form will be required) O No
EZ Yes
Personal Accounts Only
Marital Status of Primary Account Owner: 0 Married O Single COlvorced ['Widowed
Spouse Information;
Name Name of Employer
Occupation/Position Annual Income (5)
Non-Individual Accounts Only
If applicable, enter Legal Entity Identifier here:
IDEIEBEIBEIDEIDEMEICIBEIWEEI
D. Agreement
and Services and the Account Agreement
I have read, understand and agree to this application and the General Terms for Accounts
generally will apply to any future account,
(in each case, our 'Agreementl. The Agreement, with amendments from time to time,
certain accounts, products or services may require
product or service that we agree upon orally, electronically or otherwise, although
additional documentation. This Agreement (including this application) Is a security agreement under Article 9 of the Uniform
the terms of J.P. Morgan's Private Bank and Private
Commerdal Code, as amended from time to time. I have read and consent to
my Information if received and used, and that upon opening an
Wealth Management Privacy Notice, including the manner In which
Bank or Private Wealth Management (together described as the 'Private Banking Business' In the
account with J.P. Morgan's Private
members of the Private Banking Business' family of companies (as listed in the
Notice) my Information will be used by one or more
through the Private Banking Business.
Notice) In order to make available to me the products and services available
Investment Management Accounts.)
E. Pre-dispute Arbitration (This applies to Margin and Brokerage, but not
agreement to arbitrate any controversie s arising out of the Margin or Brokerage
By signing below, I acknowledge
accordance with paragraph 11 of the Brokerage Agreement that I have
Agreements with 3.P. Morgan Securities LLC, in
and Services Offered Through J.P. Morgan Securities
revived. Paragraph 11Is located in the Agreements for Accounts
and Conditions and within the International
LLC and J.P. Morgan Entitles which is contained within the Combined Terms
General Terms for Accounts and Services AccougLAgr iements.
F. Signature z r
All accounthoJcicrs are req red to note: any changes not initialed by you, or any information that remains
missing on these forms will &delay in opening ur account and may require us to send the application back to you.
L
Date
-4(3 JEFFREY E. ESTEIN
Print Name
Signature (Accountholder)
Signature (Accountholder) Date Print Name
J.P. Morgan Use Only SOUTHERN TRUST COMPANY, INC Title 239150 SPN 0222035463 CAS
NELSON 0 JUSTIN Banker/Investor 3/13 1522
Page 2 of 2
Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00062850
EFTA01583219
ℹ️ Document Details
SHA-256
4ab0b6a4cd41577845d32f249ed102263ee72e3204d5e4abd788c039da5c0bb7
Bates Number
EFTA01583219
Dataset
DataSet-10
Document Type
document
Pages
1
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