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Document Description
This is a Simple Client Agreement for Financial Institution - cash account for the trading of securities.
This contract covers the following issues - transactions in securities, laws, transaction levy, Rules of Exchange, interest, defaults, account opening information form, discretion, consent, obtaining securities, paying interests, overdue balances, etc. The contract also includes a risk disclosure statement.
How to use this Document?
This document can be used as a template for a Simple Client Agreement for Financial Institution - cash account for the trading of securities.
You may customise the template by including details such as the period in which the broker is allowed to sell the client's securities upon the client's default and the default rate of interest.
The document should also be signed by a directors of the client's company and in the presence of a witness.
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