Trading Authorization Power Of Attorney Page 3
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4Attorney and Indemnification shall inure to the benefit of Financial Organization and National Financial
Services, Inc. and of any successor firm or firms irrespective of any change or changes at any time in the
personnel thereof for any cause whatsoever, and of the assigns of Financial Organization, National Financial
Services or any successor firm.
V. SIGNATURE OF PRINCIPAL(S)—Signature(s)
ACCOUNT OWNER’S/
PRINCIPAL’S SIGNATURE:
DATE:
JOINT ACCOUNT OWNER’S/
PRINCIPAL’S SIGNATURE:
DATE:
VI. IMPORTANT INFORMATION FOR THE AGENT
NOTE:
Under New York law, the following disclosure is required to be included, verbatim, in every
Power of Attorney.
IMPORTANT INFORMATION FOR THE AGENT
When you accept the authority granted under this Power of Attorney, a special legal relationship is created
between you and the principal. This relationship imposes on you legal responsibilities that continue until
you resign or the Power of Attorney is terminated or revoked. You must:
(1) act according to any instructions from the principal, or, where there are no instructions, in the principal’s
best interest;
(2) avoid conflicts that would impair your ability to act in the principal’s best interest;
(3) keep the principal’s property separate and distinct from any assets you own or control, unless otherwise
permitted by law;
(4) keep a record of all receipts, payments, and transactions conducted for the principal; and
(5) disclose your identity as an agent whenever you act for the principal by writing or printing the
principal’s name and signing your own name as “agent” in either of the following manner: (Principal’s
Name) by (Your Signature) as Agent, or (your signature) as Agent for (Principal’s Name).
You may not use the principal’s assets to benefit yourself or give major gifts to yourself or anyone else
unless the principal has specifically granted you that authority in this Power of Attorney or in a Statutory
Major Gifts Rider attached to this Power of Attorney. If you have that authority, you must act according to
any instructions of the principal or, where there are no such instructions, in the principal’s best interest. You
may resign by giving written notice to the principal and to any co-agent, successor agent, monitor if one has
been named in this document, or the principal’s guardian if one has been appointed. If there is anything
about this document or your responsibilities that you do not understand, you should seek legal advice.
VII. NOTARIZATION
_____________________________
_________________________ Notary Public
__________________________________
State
County
MY COMMISSION EXPIRES
SEAL
Subscribed and sworn to before me by the above-named Attorney in Fact,
________________
who is personally known to me or who has produced
Type of Identification
as identification, that the foregoing statements were true and accurate
and made of his/her own free act and deed, on ________________
Date
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