Epstein Index›Documents›EFTA01450327
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01450327: Document from Set 10 (DS10)

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A client agreement document outlining margin account terms and conditions, including acknowledgment of margin mechanics and risks, loss of voting rights on loaned securities, and requirements to maintain additional collateral. The document establishes the client's understanding of and consent to margin account operations.

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PersonKeyword
Excerpt 1
**Client** represents that **Client** understands the mechanics and risks of using margin as explained in the attached Margin Disclosure which is incorporated
Excerpt 2
**Client** understands that while securities held for Client's Account(s) are loaned out, **Client** will lose voting rights attendant to such securities.
Excerpt 3
**Client** may be required to post, deposit or maintain additional collateral at any time.

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