EFTA01584145.pdf

J.P. Morgan Account Suitability Supplement J.P.Morgan A. Account Information (required for AIMS Brokerage and Investment Management accounts) Title of Account: FINANCIAL TRUST COMPANY INC Personal Accounts in Individual O Joint (JTWROS/JAWROS for TX residents) ❑ Tenants in Common n Tenants by the Entirety O Community Property O Transfer on Death (TOD) ❑ UTMA/UGMA ❑ IRA Primary Account Owner: Oc cupation/ Number of Dependents Name of Employer Position Total Net Worth excl4 Owner Annual Income ($). . Liquid Net Worth ($) primary residence ($) Joint Account Owner: Annual Income (5) Entity Accounts Z Corporation U Partnership U PIC/PHC O Sole Priprietorship Foundation n Endowment D Limited Liability Company 0 Limited Liability Partnership ❑Other Non Profit Annual Income (5) Liquid Net Worth (5) 1 ; Total Net Worth (5)ji_i!_; ; .... Trust/Estate Accounts i--i Trust O Estate ❑ Endowment O Foundation U ERISA Plan U Other Charitable Trust O Other Trust/Estate Liquid Net Worth (5) Trust/Estate Total Net Worth ($) B. Affiliations (required for 3PMS Brokerage and Investment Management accounts) babel othaauwair w shusbczusxd ghorw shuscsho hbvig acushC I, my spouse, or immediate family member who receives material support from me or gives material support to me is, or has been, a director, corporate officer, control person, affiliate or an owner of I; % of a public corporation's stock: U Yes t No If yes, name of person Name of corporation If yes, is the corporation traded publicly on a U454 Stock exchange? 9 Yes E No I, my spouse, immediate family member who receives material support from me or gives material support to me, or an individual controlling the account is employed by or associated with a Broker-Dealer: r 1 Yes No If yes6, name of Broker-Dealer..-, Name of employee/assoc4 Accountholder or immediate family member or another household member is an employee of a financial institution or insurance company: O Yes U No If yes6, name of institution Name of employee/assoc4 6If Yes, Broker-Dealer and FINRA member financial institutions must provide written permission on corporate letterhead to open a Brokerage, Margin, or Investment Management account4 C. Brokerage Account Information (required for 3PMS Brokerage accounts only) Investment Profile My objective for this account (check one): Ei Capital Preservation U Income Generation Z Capital Appreciation Speculative or aggressive investments that may operate higher returns but may be riskier than other investments because I may lose all or part of my investment (check one): 04 Are permitted in this account Li Are not permitted in this account Primary source of income: Z Investments U Compensation O Pension ❑ Other Please indicate the number of years of personal trading experience for the authorized party(s) on this account: Hedge Funds/ Structured Emerging Private Futures Mutual Stocks__ Bonds___ FX__ Products Options Markets Placements__ Commodities__ Funds__ I currently have brokerage accounts with the following firms: Approximate value of investable assets held away from the firm? Those assets are invested in the following Asset Classes: OEquities O Fixed Income & Cash OAlternative Investments U Other Most of those assets are invested in: 1--1 Equities U Fixed Income & Cash O' Alternative Investments U Other kz ayumeluwhiaccuwfusvom hoT wit?' , usalumil.ser bcadtgaIS Ott; aungbstqckkgaiS gh Investment Time Horizon: U Less than 1 year El 1-S years U 7.1; years ❑ Greater than l; years Primary Liquidity Needs: O Short Term ❑ Medium Term U Long Term ❑ None Secondary Liquidity Needs: El Short Term O Medium Term O Long Term O None A01305 09149 1305_04.2 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00063986 EFTA01584145