Get Master-sub Account Attestation Correspondent Relationship

Completing the Master-Sub Account Attestation Correspondent Relationship form online is essential for establishing a clear financial relationship between the correspondent and the client. This guide will help you navigate the process efficiently and accurately.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the document and open it in your online editor.
2. In the first section, provide the name of the correspondent organization and indicate that you are organized under the laws of the respective state. Fill in all necessary details about the Client.
3. Complete the attestation by certifying due diligence and the exercise of best market practices regarding the Client's accounts.
4. Detail the structure of the accounts, specifying that the Client will operate with one master account and multiple sub-accounts.
5. Confirm that all trading is done solely on behalf of the Client and that profits and losses will be distributed based on ownership interests.
6. Review compliance declarations to ensure the Client does not violate any relevant regulations and meets necessary legal definitions.
7. Ensure that the Master Account and all Sub-Accounts share the same identification numbers and names, without additional designations.
8. Once all sections are completed, provide an authorized signature from the correspondent, along with the date of signing.
9. Finally, save your changes, download the completed form, and print or share as required.

Complete your documents online today to ensure your professional relationship is clearly established.