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the Puerto Rico Short Term Investment Fund, Inc.
ORGANIZATIONCoverdell Education Savings Accounts
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2 mentions1 same-page
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de 0162 2229 4457 02/18/2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
luding any accounts that I may open in the future. Note: 1385 does not extend margin for certain types of accounts (e.g., RA and ERISA Man accounts, Coverdell Education Savings Accounts, 403(b)(7)Accounts, UGMA/UTMA, Estate or 529 Man Accounts). Likewise, I acknowledge and agree that certain securities in my account, including any
2 mentions1 same-page
Page ?Same page
de 0177 24O0 4799 02/12/2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
ding any accounts that I may open in the future. Note: UBS does not extend margin for certain types of accounts (e.g., IRA and ERISA Plan accounts, Coverdell Education Savings Accounts, 403(b)(7) Accounts, UGMAILITMA Estate or 529 Plan Accounts). Likewise, I acknowledge and agree that certain securities in my account, including a
2 mentions1 same-page
Page ?Same page
de 0198 2713 5425 02/1812014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
luding any accounts that I may open in the future. Note: UBS does not extend margin for certain types of accounts (e.g., IRA and ERISA Man accounts, Coverdell Education Savings Accounts, 403(bX7) Accounts, UGMAILITMA, Estate or 529 Man Accounts). Likewise, I acknowledge and agree that certain securities in my account, including any
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2 mentions1 same-page
Page ?Same page
de 0162 2229 4457 02/18,2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
luding any accounts that I may open in the future. Note: U95 does not extend margin for certain types of accounts (e.g., IRA and ER1SA Man accounts, Coverdell Education Savings Accounts, 403(b)(7) Accounts, UGMA/LITMA Estate or 529 Man Accounts). Likewise, I acknowledge and agree that certain securities in my account, including any
2 mentions1 same-page
Page ?Same page
de 0198 2713 5425 02/1812014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
luding any accounts that I may open in the future. Note: UBS does not extend margin for certain types of accounts (e.g., IRA and ERISA Man accounts, Coverdell Education Savings Accounts, 403(b)(7)Accounts, UGMAILITMA, Estate or 529 Man Accounts). Likewise, I acknowledge and agree that certain securities in my account, including any
2 mentions1 same-page
Page ?Same page
SDNY_GM_00009116 EFTA01597036 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
ding any accounts that I may open in the future. Note: UBS does not extend margin for certain types of accounts (e.g., IRA and ERISA Plan accounts, Coverdell Education Savings Accounts, 403(b)(7) Accounts, UGMAILITMA Estate or 529 Plan Accounts). Likewise, I acknowledge and agree that certain securities in my account, including a
Sponsored
2 mentions1 same-page
Page ?Same page
de 0177 24O0 4799 02/12/2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
ding any accounts that I may open in the future. Note: UBS does not extend margin for certain types of accounts (e.g., IRA and ERISA Plan accounts, Coverdell Education Savings Accounts, 403(b)(7) Accounts, UGMAILITMA Estate or 529 Plan Accounts). Likewise, I acknowledge and agree that certain securities in my account, including a
2 mentions1 same-page
Page ?Same page
de 0177 2400 4799 02/12/2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
uding any accounts that I may open in the future. Note: WS does not extend margin for certain types of accounts (e.g., IRA and ERISA Plan accounts, Coverdell Education Savings Accounts 40300 Accounts, UGMAIUTMA, Estate or 529 Plan Accounts). Electronic Delivery Consent As you requested, we have sent your agreements and disclosure
2 mentions1 same-page
Page ?Same page
de 0177 2400 4799 02/12/2014 your available cash balances swept without limit to a tax-advantaged Sweep Fund or, for Puerto Rico residents only, the Puerto Rico Short Term Investment Fund, Inc. The following tax-advantaged Sweep Funds currently are available: • UBS RMA Tax-Free Fund Inc. • UBS RMA California Municipal Money Fund • UBS
luding any accounts that I may open in the future. Note: WS does not extend margin for certain types of accounts (e.g., RA and ERISA Plan accounts, Coverdell Education Savings Accounts 403(b)(7)Accounts, UGMAIUTMA, Estate or 529 Plan Accounts). Electronic Delivery Consent As you requested, we have sent your agreements and disclos
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Mutual Connections (106)
Entities connected to both the Puerto Rico Short Term Investment Fund, Inc. and Coverdell Education Savings Accounts
the State of New York
LOCATION17 w/ the·10 w/ Coverdell
the Southern District
LOCATION17 w/ the·10 w/ Coverdell
Puerto Rico Residency
LOCATION17 w/ the·10 w/ Coverdell
European Parliament
ORGANIZATION17 w/ the·10 w/ Coverdell
BP
Bill Payment
PERSON17 w/ the·10 w/ Coverdell
Credit Cards
ORGANIZATION17 w/ the·10 w/ Coverdell
the U.S. Investment Company Act
ORGANIZATION17 w/ the·10 w/ Coverdell
Ghislaine Maxwell
PERSON17 w/ the·10 w/ Coverdell
Puerto Rico
LOCATION17 w/ the·10 w/ Coverdell
Samantha Power
PERSON17 w/ the·10 w/ Coverdell
UBS Visa
ORGANIZATION17 w/ the·10 w/ Coverdell
Business Services
ORGANIZATION17 w/ the·10 w/ Coverdell
UBS Bank
ORGANIZATION17 w/ the·10 w/ Coverdell
Eric Holder
PERSON17 w/ the·10 w/ Coverdell
New York Municipal Money Fund
ORGANIZATION17 w/ the·9 w/ Coverdell
New Yorker
ORGANIZATION17 w/ the·9 w/ Coverdell
UBS Financial Advisor
ORGANIZATION17 w/ the·9 w/ Coverdell
Puerto Rico Investments
ORGANIZATION16 w/ the·10 w/ Coverdell
Cayman Islands
LOCATION17 w/ the·9 w/ Coverdell
the Federal Arbitration Act
ORGANIZATION17 w/ the·9 w/ Coverdell