Section 2 identifies those individuals authorized by your Partnership agreement to transact
business on an existing Account.
Section 3 must be signed by all General Partners or all Partners authorized to
establish the Account.
Please provide copies of those pages of the Partnership agreement that provide the official name of the Partnership and all signatures. We will review and store only the portions of the Partnership agreement containing the requested information.
The undersigned certify that the attached pages of the Partnership agreement are true and valid copies of the legal document currently in effect.
Please list those Partners authorized by agreement to transact business on behalf of the Partnership.
Each authorized individual named is fully authorized to open a brokerage account in the name of the business entity identified in Section 1, to place orders on the account, and to execute any instrument incidental to such account (such as applying for margin or options), to act in a sole capacity in these regards, and to act on behalf of the business entity as may be more fully described in the customer agreement.
Note: To add up to seven Authorized Individuals to this account, please duplicate all of Section 2 and complete for each additional Authorized Individual.
All fields in bold are required.
Full legal name Title
E-mail address Date of birth (mm/dd/yyyy)
Social Security number or Taxpayer ID number (required if the Partner is an entity)
If you provided an e-mail address and unless you indicate otherwise below, all materials will be sent to you electronically. To confirm electronic delivery, respond to the Electronic Delivery Agreement and Consent, which we will e-mail to you. To choose delivery by U.S. mail, check one or more boxes below.
Check only those items you do NOT want to receive electronically:
Account statements Trade Confirmations and related prospectuses Other documents (including shareholder reports and
regular prospectus mailings)
Business address (City, State, ZIP) Permanent street address is required—no P.O. boxes.
Mailing address (if different from above) (City, State, ZIP)
Account Number (if on file)
GOVERNMENT ID (FOREIGN Business ONLY) Please attach a photocopy
Type of document
Document number and country of issuance (number from the document)
Tax Identification Number