3
Shared Docs
3
Same-Page
3 / 3
Mentions
undation Acct. Agmt. 9.30.14.pdf And we agreed to this (emails complete email is below) "Per our review and conversation earlier today, please note BSO Exceptions granted to accept older account agreements provided that Undated W9s are on file for any accounts opened 7/1/14 or later, and Cash Sweet) Letter is
h Sweet) Letter is obtained for any Accounts opened 3/1/14 or later." With that I would like to add three more accounts to that - is that possible? Yadegar O Exception granted to accept agreement attached below For ACCT AGREE N I HMI-USES ONLY - not W-9, as that is not required at this time (3/19/14 v
undation Acct. Agmt. 9.30.14.pdf And we agreed to this (emails complete email is below) "Per our review and conversation earlier today, please note BSO Exceptions granted to accept older account agreements provided that Updated W9s are on file for any accounts opened 7/1/14 or la_ter and Cash Sweep Letter is
sh Sweep Letter is obtained for any Accounts opened 3/1/14 or later." With that I would like to add three more accounts to that - is that possible? Yadegar, N4G-016626: BSO Exception granted to accept agreement attached below For ACCT AGREEMENT PURPOSES ONLY - not W-9, as that is not required at this ti
Foundation Acct. Agmt. 9.30... And we agreed to this (emails complete email is below) "Per our review and conversation earlier today, please note BSO Exceptions granted to accept older account agreements provided that Updated W9s are on file for any accounts opened 7/1/14 or later, and Cash Sweep Letter is o
r, and Cash Sweep Letter is obtained for any Accounts opened 3/1/14 or later." With would like to a ee more accounts to that - is that possible? Yadegar, N4G-016626: BSO Except PURPOSES ONLY - not W-9, as that granted to accept agreement attached below For ACCT AGREEMENT not required at this time (
Entities connected to both BSO Exceptions and Yadegar