Charles Schwab Uk Account Agreement

If you have any questions about the information contained in this document or about our products and services, please contact your Schwab representative at 1-800-435-4000. If your account is managed by an independent advisor, please contact your advisor directly or call Schwab Alliance at 1-800-515-2157. International customers call 1-415-667-8400. “Unless we agree in writing, Schwab does not monitor your account or investments and is not required to update the investment recommendations, financial advice or financial plan we provide. Such a recommendation, financial advice or financial planning only applies when we make it available to you. These amendments, which contain both changes and clarifications of the existing language, apply to individual investor accounts and accounts managed by independent investment advisors, unless otherwise stated. A recent copy of your account agreement can be accessed at Schwab.com. If your account is managed by an independent investment advisor, you visit schwaballiance.com. International customers, visit international.schwab.com. Customers from the UK or Switzerland, visit schwab.co.uk. Independent investment advisors are not in possession, are related or supervised to Charles Schwab – Co., Inc. (“Schwab”).

Some investment advisors such as Charles Schwab Investment Advisory, Inc. (“CSIA”) and Schwab Private Client Investment Advisory, Inc. are linked to Schwab. Windhaven Investment Management (“Windhaven”) and ThomasPartners Investment Management (“ThomasPartners”) are divisions of CSIA. “You will be able to act on currencies.” This document highlights some changes to earlier versions of the following account contracts: Schwab One® account (“Schwab One”), Schwab account (“Schwab account”), Schwab 403 (b)). (7 ) Account (“Schwab 403 (b) (7)), Schwab Retirement Plan Brokerage Account (“Schwab RPB”), Schwab Individual 401 (k) Account (“Schwab Individual 401 (k)”) and Schwab Global Account™ (“Schwab Global”). These changes and clarifications replace and replace all previously published parts of the account contracts for which they apply. In the event of contradictions or conflicts between the terms of these changes and clarifications and the terms of your existing account agreement (s), the conditions set out in this document apply.