Confirmation of Account Information(確認帳戶資訊)
Address: xxxx, xxxx, xxxx, xxxx.
(080)xxxxxxxx
On a periodic basis, we ask you to review your account information to ensure it is accurate and current.
在定期的基礎上,我們要求您去查看您的帳戶資訊,以確保它是準確與最新的。
Please take a few moments to review the personal, financial and account information below. If any of the information is either missing or incorrect, please indicate any correction on this letter or send a separate notice to the address listed above. If you are aware of any impending change to the attached data, please notify your Client Advisor. Please be assured that all personal and account information is held in the strictest confidence.
請花幾分鐘的時間去閱讀個人、財務和帳戶訊息如下。如果有任何的訊息遺失或不正確,請註明它的修正在這封信上或另外發送一個的通知到上列的地址上。如果你知道任何即將發生的改變,關於附加的數據,請立即通知您的客戶顧問。請您放心,所有個人信息和帳戶信息保存在嚴格保密。
XXXX BANK SECURITIES INC is committed to providing you with the best service possible. Please contact us at the above address or telephone number with any questions.
XXXX銀行證券公司是致力於為您提供最優質的服務。在上述地址或電話號碼有任何疑問,請與我們聯繫。
Account Information *(帳戶資訊)
Account Registration and Mailing Address(帳號註冊及通訊地址):
Investment Objective(投資目標):
Institutional Client(機構客戶):
Risk Exposure(風險程度):
Investment Time Horizon(投資期限):
Liquidity Needs(流動資金需求):
* Please note that blank fields may require additional information from you or may not be required by your introducing firm. Please contact your Client Advisor for further direction.
請注意,空白的區域可能需要您提供更多訊息或是可能您的公司並沒有要求。請聯繫您的客戶顧問,對於進一步的方向。