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This is a Simple Client Agreement for Financial Institution - margin account for the trading of securities.
The agreement covers transactions, rules of the exchange, payments of deposits or margins on cash, indemnity, handling of securities, paying interest and a risk disclosure statement.
This document can be used as a template for a Simple Client Agreement for Financial Institution - margin account for the trading of securities.
You may customise the template by including details such as the amount of deposit required to support the margin transaction and the default rate of interest.
The document should also be signed in the presence of a witness.