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📄 Extracted Text (618 words)
J.P. Morgan Entity Account Applicatio J.P.Morgan
A. Entity Information
7e Or busines
Date of IncorporationfOrganiution Country of IrKOrpOritaln/Orgaratation ST THOMAS. VIRGIN ISLANDS
Primary Memorized Contact Ptrson RICHARD lOWN
Cty s, cm,
Mailing Address' 00 —g-C4 -104 — Guniet.,°"°13 V.50.0
NOtine Phone
zip 0.060? i3itg
Email Address
B. Account Information
Title of /Arco...Matta bus mess SOulhERN TRUST COMPANY, INC.
V Corporation 0 Partnership 0 PICiPtiC 3 Sole Proprietors/lip 7 Endowment U Foundation U Limited LiabAty CI limited tubmity
ts the entity non Prom? C Yes Company Partnership
t nave appdr! to open the following accounts:
Checking Account 7 Money Market Deposit Account/Savings C Investment Managerent/Third Party Manager/
N Asset/Brokerage 0 AssetiCuStOOY ).P. Morgan Alpha Program (discretionary)
I hereby apply for a line of Crean enked to my Asset Account 0 Yes° (U-I form will be fecund) :I No
*Please be advised that d you have another account with the same feature, this rs not appOcabie
Automatic Sweep (Aorcatile only to Asset or Asset rah Brokerage Accounts): As further descnbeo in the Asset Account Agreement,
uninvested cash oaissoes ano new cash deposits will be transferred automatically to a Deposit Sweep.
Account Tax Cost Methodology. fa High Cost 0 Long Term high Cost 0 FIFO O Low Cost O Average COS/
If the Account 'ax Cost Metn000/Ogy is not Average Cost. you may still nave Average Coat applied to the (cloning by
selecting one of the potions c m‘tuai Funds Only 7 Dividend Reinvestment Plan (DPP) Only 0 Mutual Furds & DRP D Nore
Each account I open, and each subaccOult opened under such account from time to tune, are sub)ect to the Scotty nterest
provisions in the Agreement (as defined below in '0 Agreement') and an pledged as Collateral for all my Obligations
Ctivrtiorshipinfire
,C.: niero
— rnt
is this a privately herd operating company in which any one person or entity sal 25% or more of the ownership interest
X Yes (complete owner mfonnotion paw) C NO
Centrotertg Owner (Pnmary) id riZeY G . Glioiel /4 /0 197°
Date of Birth: Passport Number
Controlling Owner % Ownenhip
Passport Number
wlecsiemIth n e 00 - 0009
mot dd y y y y
COntrang Owner % Ol OsnenShip
Date of Binh
70
7 - 0E - L_ U
mm dd y y y
•••••••
y
Passport Ni.mber
COntrolIng Owner % of Ownership
Date of nne nri_upoo
L_J L 1_1
binspoct Number
mm 0 0 y y r ).
D. Agreement
I Nave read, understand and agree to this application and either the General Terms for Accounts and Services and the applicable or, for
Commercial Chectro only, the Account Terfnl (in each case, Our 'Agreement'), The Agreement, with erne-it:rants from time to time,
generally wit apply to any future account, product or service that we agree upon orally, eectronically r deherryde, a:th000n oerlan
accounts, products or services may require additional documentetion. This Agreement (Attu:ono this application) .1 a security agreement
under Article 9 or the UnifOrM Commercial Code, as amended tram runt to time. I have reed and consent to the terms of JP. Morgan's
Private Bent and Private Wealth Monogram Privacy Notice, including the mamar in which my information is received and used, and that
upon opening an account with I P. Morgan's Private Bank or Private Wealth Management (together descnbed as the 'Pnvate Banking
Business' in the Notice) my mnarrnatiOn wit oe used by one or more members of the Private Etanang Business' family of companies (as
listed in the Notrce) in order to make ma lath, to roe the prOduCtS and services available through Me Private Banking business.
).P Morgan Use Only title SPN CAS
1 of 2 Banker/Investor 8/12 1060
Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00063064
EFTA01583401
ℹ️ Document Details
SHA-256
650b08c83a5b83433e31c57d98f85ef50ce3225fa7ce8edac708c96bbea37621
Bates Number
EFTA01583401
Dataset
DataSet-10
Type
document
Pages
1
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