ELECTRONIC SIGNATURE TERMS AND CONDITIONS
By using the electronic feature, you agree to the following terms and conditions, so please read them carefully. These electronic signature Terms and Conditions may be revised at any time by our updating of this notice and publishing it on our website.
Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by attesting below.
By agreeing to these electronic signature Terms and Conditions, you and all other document signers have chosen to electronically receive, review, sign and submit any documents that are available for electronic signature. Documents not part of the electronic signature session will be provided to you via regular mail. In addition, you are agreeing that (i) electronically signing and submitting any document(s) to Winslow, Evans Crocker, Inc. legally binds you in the same manners as if you had signed in a non-electronic form, and (ii) the electronically stored copy of your signature, any written instruction or authorization and any other document provided to you by Winslow, Evans & Crocker, Inc. is considered to be the true, accurate and complete record, legally enforceable in any proceeding to the same extent as if such documents were originally generated and maintained in printed form. You agree not to contest the admissibility or enforceability of Winslow, Evans & Crocker, Inc’s electronically stored copy of this and any other document. If you do not understand any record or document, then you agree to communicate directly with an appropriate representative of Winslow, Evans & Crocker concerning your understanding prior to your continued use of electronic signature.
You represent and warrant without reservation that you have the legal right, power, and authority to agree to these Terms and Conditions on your own behalf and on behalf of all other document signers with respect to these account-opening documents, regulation best interest documents. You further agree that your eSignature constitutes an "electronic signature" as defined by the Electronic Signatures in Global and National Commerce Act ("E-Sign") and/or the Uniform Electronic Transactions Act ("UETA" You further acknowledge and agree that by using eSignature you agree to all terms and conditions contained herein and that such agreement is an "electronic record" for purposes of E-Sign, UETA, and the Uniform Computer Information Transactions Act and as such is completely valid, has legal effect, is enforceable, and is binding on, and non-refutable by you and the member on whose behalf you are acting, if different, as if it were any other duly executed paper contract.
You are under no obligation to transact business electronically. If you would like to submit your signed forms via regular mail or facsimile, you may call us at 1-617 896-3500 or contact your investment representative.
Please also see the paragraph immediately below that describes the consequences of your electing not to electronically sign and receive the included notices and disclosures electronically.
Consequences of changing your mind
If you do not elect to electronically receive and sign the included documents electronically, you can receive and/or sign and return to us in paper format. Opting to receive the documents in paper format may slow the speed we can complete the application and/or to deliver services to you.
To request paper copies from Winslow, Evans & Crocker
To request paper copies of the notices and disclosures provided to you electronically, you may contact your investment representative or Client Services at Winslow, Evans & Crocker directly at 1-617 896-3500.
To advise Winslow, Evans & Crocker of your new e-mail address
To let us know of a change in the e-mail address where we should send notices and disclosures electronically to you, please contact your investment representative directly or contact client services by email email@example.com or by phone at 1-617-896-3500.
Acknowledging your access and consent to receive materials electronically
To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and
consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by attesting below.
By attesting, I confirm that:
I can access, read, and I agree to these electronic signature Terms and Conditions.
I can print on paper these Terms and Conditions or save or send these Terms and Conditions to a place where I can print it, for future reference and access.
Until or unless I notify Winslow, Evans & Crocker as described above, I consent to receive from exclusively through electronic means electronic signed notices,
disclosures, authorizations, acknowledgements, and other account documents included in this electronic signature session.