EFTA01583410.pdf
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3.P. Morgan Account Suitability Supplement J.P.Morgan
C. Brokerage Account Information (cont.)
Large Trader Identification Numbers ( - 1.711t)
LTIO • if applicable, enter LTIO number here:
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•Large reader Penton Is teCearned in paragraph 16 of me Broke age Account Agreement
Custodian (if eaPlicabie)
C 3P143npri Chase Bank, N.A. 0 Other (please specify)
Margin Account Requested? Option Trading (required for exchange paged options, over -the
counter traded options Or structured products I
O Yes S No C Yes (a Derivatives Approval form wa be required I 2 ho
Personal Accounts Only
Mental Status of Primary Account Owner. MaeneC 0 Singe ['Divorced 0 Meowed
Spouse Information
Name name co Employer
Occuoraten/PoSition ,,, Annual Income IS)
Non-Individual Accounts Only
applcabie, enter Legal Entity Identifier here
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0. Agreement
I have read, understanc and agree to this apoliCiMOn and the General Terms toe Accounts and Services and the Account Agreement
fin each arse, our "Agreement,. The Agreement, with amendments from ore to tame• generally will apply to any future account,
Product or service that we agree upon essay. tilectrOnrcane or othanmSe, although certain accounts, products or senwces may require
additional documentation. The Agreement (including this apt:titration) s a SeCurity agreement tender Article 9 of the Uniform
Commercial Code, as amended from ere to tame. there need arid tangent to the terms of ).P. Morgan's Private Bien* ant Private
Wealth Management Privacy Notice, including the manner .n which my information is received and used. and that upon opening an
account with 3.P. Morgan's Private Bank or Private Wealth Management (together descried as the 'Private Banking Business" in the
Notice) my information wiN De used by one or more members of the Private Banking Bunness' Comfy of companies (as listed in the
Notice) in order to make available to me the products and services available thrown the Private Banking Business
E. Pro-dispute Arbitration (This apples to Meer and Berakerege but not Investment Management Accounts.)
By signing below, I acknowledge agreement to arbitrate any controversies arising out of the Margin or Brokerage
Agreements with 3.P. Morgan Securities LLC, in accordance with paragraph 11 of the Brokerage Agreement that I have
received. Paragraph 11 is located in the Agreements for Accounts and Services Offered Through ).P. Morgan Securities
LLC and 3.P. Morgan Entities which is contained within the Combined Terms and Conditions and within the International
General Terms for Accounts and Services Account Agreements.
F. Signature
accountholders are required to ugn below. ►lease note: any changes not initialed by you. or any information that remains
missing on these forms win cause a delay in opening your account and may require us to send the application back to you.
DARREN K. WY('
Print Name
3EFiREY E. EPSTEIN
Pont Name
3 P. Morgan Use Only Title SPN CAS
Page 2 0 2 Banker/Invintor 7/12 1522
Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00063077
EFTA01583410
ℹ️ Document Details
SHA-256
65ea2c075f07656307911b9f9b011ff72d0d8a15272a10a716676477ec5c2b49
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EFTA01583410
Dataset
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Type
document
Pages
1
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