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ADBICO STOCK AGREEMENT
COMBINED CUSTOMER ACCOUNT AGREEMENT
AUTHORIZATION TO EARN INTEREST ON FUNDS AWAITING INVESTMENT
This is to confirm my intention to reinvest cash credit balances held by you in my name, and I
further confirm that this cash credit balance is being maintained with you solely for the purpose
of reinvestment. I understand that cash balances of up to $100,000 are protected by the Securities
Investor Protection Corporation (SIPC), but that SIPC coverage is not available for funds
maintained solely for the purpose of earning interest.
BY SIGNING BELOW, THE UNDERSIGNED AGREES TO ALL TERMS OF THE
COMBINED CUSTOMER AGREEMENT PRINTED ON THIS DOCUMENT. THE
UNDERSIGNED ACKNOWLEDGES RECEIPT OF A COPY OF THIS AGREEMENT,
THE INFORMATION BROCHURE PREPARED BY PENSON FINANCIAL SERVICES,
INC., ADBICO TRADING'S PRIVACY POLICY AND PENSON'S PRIVACY POLICY.
THE UNDERSIGNED CERTIFIES THAT THE UNDERSIGNED HAS READ AND
UNDERSTANDS ALL PROVISIONS OF THIS AGREEMENT. THIS AGREEMENT
BENEFITS PENSON FINANCIAL SERVICES, INC., INTRODUCING BROKERS FOR
WHICH IT CLEARS AND PERSONS RELATED TO EACH OF THE FOREGOING.
PARAGRAPH 8 ON THIS DOCUMENT CONTAINS A PRE-DISPUTE ARBITRATION
CLAUSE.
Important information about procedures for opening a new account: To help the government
fight the funding of terrorism and money laundering activities, federal law requires all financial
institutions to obtain, verify, and record information that identifies each person who opens an
account. What this means to you: when you open an account, we will ask for your name,
address, date of birth, and other information that will allow us to identify you. We may also ask
to see your driver's license or other identifying documents.
BY SIGNING BELOW, THE UNDERSIGNED AGREES TO ALL TERMS OF THE
MARGIN AND SHORT ACCOUNT AGREEMENT PRINTED ON THE FOLLOWING
PAGES OF THIS DOCUMENT. PARAGRAPH 8 CONTAINS A PRE-DISPUTE
ARBITRATION CLAUSE.
The undersigned acknowledges that the undersigned's margin account securities may be
borrowed by you or loaned to others. The undersigned also acknowledges receipt of a copy of this
Agreement
and a copy of the Margin Risk Disclosure Statement.
1. Applicable Rules and Regulations. All transactions shall be subject to the constitution, rules,
regulations, customs and usages of the exchange or market and its clearing house, if any, upon
which such transactions are executed, except as otherwise specifically provided in this
Agreement.
2. Definitions. "Introducing broker" means any brokerage firm which introduces securities
transactions on behalf of the undersigned, which transactions are cleared through you, whether
one or more. "Obligations" means all indebtedness, debit balances, liabilities or other
obligations of any kind of the undersigned to you, whether now existing or hereafter arising.
"Securities and other property" shall include, but shall not be limited to, money, securities,
commodities or other property of every kind and nature and all contracts and options relating
thereto, whether for present or future delivery. "You" or "your" refers to Penson Financial
Services, Inc.
Page 4/14
3. Breach; Security Interest. Whenever in your discretion you consider it necessary for your
protection, or for the protection of the undersigned's introducing firm or in
the event of, but not limited to; (i) any breach by the undersigned of this or any other agreement
with you or (ii) the undersigned's failure to pay for securities and other property purchased or to
deliver securities and other property sold, you may sell any or all securities and other property
held in any of the undersigned's accounts (either individually or jointly with others), cancel or
complete any open orders for the purchase or sale of any securities and other property, and/or
borrow or buy-in any securities and other property required to make delivery against any sale,
including a short sale, effected for the undersigned, all without demand for deposit of collateral,
other notice of sale or purchase, or other notice or advertisement, each of which is expressly
waived by the undersigned, and/or you may require the undersigned to deposit cash or adequate
collateral to the undersigned's account prior to any settlement date in order to assure the
performance or payment of any open contractual commitments and/or unsettled transactions. Any
and all securities and other property belonging to the undersigned or in which the undersigned
may have an interest held by you or carried in any of the undersigned's accounts with you (either
individually or jointly with others) shall be subject to a first and prior security interest and lien for
the discharge of the undersigned's obligations to you, wherever or however arising and without
regard to whether or not you have made advances with respect to such securities and other
property, and you are hereby authorized to sell and/or purchase any and all securities and other
property in any of the undersigned's accounts, and/or to transfer any such securities and other
property among any of the undersigned's accounts to the fullest extent of the law and without
notice where allowed. The costs and expenses of collection of the debit balance and any unpaid
deficiency in the accounts of the undersigned with you, including but not limited to reasonable
attorneys' fees and expenses, incurred and payable or paid by you shall be payable to you by the
undersigned.
4. Cancellation. You are authorized, in your discretion, should you for any reason whatsoever
deem it necessary for your protection, without notice, to cancel any outstanding order, to close
out the accounts of the undersigned, in whole or in part, or to close out any commitment made on
template: behalf of the undersigned.
5. Payment of Indebtedness Upon Demand. The undersigned shall at all times be liable for the
payment upon demand of any obligations owing from the undersigned to you, and the
undersigned shall be liable to you for any deficiency remaining in any such accounts in the event
of the liquidation thereof (as contemplated in Paragraph 3 of this Agreement or otherwise), in
whole or in part, by you or by the undersigned; and the undersigned shall make payment of such
obligations upon demand. If Customer also holds a futures account with Penson Financial
Futures, Inc. ("PFFI"), Customer hereby authorizes Penson, without prior notice, to transfer from
any account held with
Penson to any account held with PFFI, any assets that PFFI represents to Penson are reasonably
required to avoid the calling of margins for such PFFI account or the payment of any obligations
owed Penson by Customer. Customer also authorizes Penson to request from PFFI assets held by
PFFI that in Penson's judgment may be reasonably required to avoid the calling of margins for a
Penson account or the payment of any obligations owed Penson by Customer.
6. Accounts Carried as Clearing Broker. The undersigned understands that you are carrying the
accounts of the undersigned as clearing broker by arrangement with the undersigned's introducing
broker through whose courtesy the account of the undersigned has been introduced to you. Until
receipt from the undersigned of written notice to the contrary, you may accept from and rely upon
the undersigned's introducing broker for (a) orders for the purchase or sale in said account of
securities and other property, and (b) any other instructions concerning the undersigned's
accounts. The undersigned represents that the undersigned understands that you act only to clear
trades introduced by the undersigned's introducing broker and to effect other back office
functions for the undersigned's introducing broker. The undersigned confirms to you that the
undersigned is relying for any advice concerning the undersigned's accounts solely on the
undersigned's introducing broker. The undersigned understands that all representatives,
employees and other agents with whom the undersigned communicates concerning the
undersigned's account are agents of the introducing broker, and not your representatives,
employees or other agents. The undersigned understands that you are not a principal of or partner
with, and do not control in any way, the introducing broker or its representatives, employees or
other agents. The undersigned understands that you will not review the undersigned's accounts
and will have no responsibility for trades made in the undersigned's accounts. You shall not be
responsible or liable for any acts or omissions of the introducing broker or its representatives,
employees or other agents. Notwithstanding the foregoing, in the event that the undersigned
initiates a claim against you in your capacity as clearing broker and does not prevail, the
undersigned shall be responsible for the costs and expenses associated with your defense of such
claim.
6A. Accounts Carried as Custodian. In some cases the undersigned's account is being carried
by arrangement with the undersigned's Investment Advisor or Investment Manager, who uses
Penson as their Broker-Dealer custodian. The undersigned acknowledges that Penson's role as
custodian is to hold or custody account assets, distribute or collect funds on behalf of the
undersigned's account, execute and clear trades under instruction of the undersigned's Investment
Advisor or Investment Manager, generate account statements and provide other custodial services
as may be mandated by various regulatory standards and requirements. The undersigned
understands that in the capacity as custodian, you will not offer investment advice, review the
undersigned's accounts, and will have no responsibility for trades made in the undersigned's
accounts.
Additionally, in your capacity as custodian, you will not verify the accuracy of management fees
that the undersigned's pays to Investment Advisors or Investment Managers pursuant to the terms
of the Investment Management Agreement executed between the undersigned and the Investment
Advisor or Investment Manager. Notwithstanding the foregoing, in the event that the undersigned
initiates a claim against you in your capacity as custodial broker and does not prevail, the
undersigned shall be responsible for the costs and expenses associated with your defense of such
claim.
7. Communications. You may send communications to the undersigned at the undersigned's
address or at such other address as the undersigned may hereafter give you in writing, and all
communications so sent, whether by mail, telegraph, or otherwise, shall be deemed given to the
undersigned personally, whether actually received or not.
Reports of execution of orders and statements of accounts of the undersigned shall be conclusive
if not objected to in writing to you, the former within five (5) days and the latter within ten (10)
days, after forwarding by you.
THE FOLLOWING ARBITRATION AGREEMENT SHOULD BE READ IN
CONJUNCTION WITH THESE DISCLOSURES:
a. ALL PARTIES TO THIS AGREEMENT ARE GIVING UP THE RIGHT TO SUE
EACH OTHER IN COURT, INCLUDING THE RIGHT TO A TRIAL
BY JURY EXCEPT AS PROVIDED BY THE RULES OF THE ARBITRATION FORM
IN WHICH A CLAIM IS FILED;
b. ARBITRATION AWARDS ARE GENERALLY FINAL AND BINDING; A PARTY'S
ABILITY TO HAVE A COURT REVERSE OR MODIFY AN
ARBITRATION AWARD IS VERY LIMITED.
c. THE ABILITY OF THE PARTIES TO OBTAIN DOCUMENTS, WITNESS
STATEMENTS AND OTHER DISCOVERY IS GENERALLY MORE
LIMITED IN ARBITRATION THAN IN COURT PROCEEDINGS;
d. THE ARBITRATORS DO NOT HAVE TO EXPLAIN THE REASON(S) FOR THEIR
AWARD.
THE PANEL OF ARBITRATORS WILL TYPICALLY INCLUDE A MINORITY OF
ARBITRATORS WHO WERE OR ARE AFFILIATED WITH THE SECURITIES
INDUSTRY.
f. THE RULES OF SOME ARBITRATION FORUMS MAY IMPOSE TIME LIMITS
FOR BRINGING A CLAIM IN ARBITRATION. IN SOME CASES, A
CLAIM THAT IS INELIGIBLE FOR ARBITRATION MAY BE BROUGHT IN COURT.
g. THE RULES OF THE ARBITRATION FORUM IN WHICH THE CLAIM IS FILED,
AND ANY AMENDMENTS THERETO, SHALL BE INCORPORATED INTO THIS
AGREEMENT.
8. ARBITRATION AGREEMENT. ANY AND ALL CONTROVERSIES, DISPUTES OR
CLAIMS BETWEEN THE UNDERSIGNED AND YOU, OR THE
INTRODUCING BROKER, OR THE AGENTS, REPRESENTATIVES, EMPLOYEES,
DIRECTORS, OFFICERS OR CONTROL PERSONS OF YOU OR
THE INTRODUCING BROKER, ARISING OUT OF, IN CONNECTION WITH, FROM
OR WITH RESPECT TO (a) ANY PROVISIONS OF OR THE
VALIDITY OF THIS AGREEMENT OR ANY RELATED AGREEMENTS, (b) THE
RELATIONSHIP OF THE PARTIES HERETO, OR (c) ANY
CONTROVERSY ARISING OUT OF YOUR BUSINESS, THE INTRODUCING
BROKER'S BUSINESS OR THE UNDERSIGNED'S ACCOUNTS, SHALL BE
CONDUCTED PURSUANT TO THE CODE OF ARBITRATION PROCEDURE OF THE
NASD. ARBITRATION MUST BE COMMENCED BY SERVICE
OF A WRITTEN DEMAND FOR ARBITRATION OR A WRITTEN NOTICE OF
INTENTION TO ARBITRATE. THE DECISION AND AWARD OF THE
ARBITRATOR(S) SHALL BE CONCLUSIVE AND BINDING UPON ALL PARTIES,
AND ANY JUDGMENT UPON ANY AWARD RENDERED MAY BE
ENTERED IN A COURT HAVING JURISDICTION THEREOF, AND NEITHER
PARTY SHALL OPPOSE SUCH ENTRY.
No person shall bring a putative or certified class action to arbitration, nor seek to enforce any
pre-dispute arbitration agreement against any person who has initiated in court
a putative class action; or who is a member of a putative class who has not opted out of the class
with respect to any claims encompassed by the putative class action until: (i) the class
certification is denied; or (ii) the class is de-certified; or (iii) the customer is excluded from the
class by the court. Such forbearance to enforce an agreement to arbitrate shall not constitute a
waiver of any rights under this agreement except to the extent stated herein.
9. Representations. The undersigned represents that the undersigned is of majority age, that the
undersigned is not an employee of any exchange, or of any corporation of
which any exchange owns a majority of the capital stock, or of a member of any exchange, or of a
member firm or member corporation registered on any exchange or of a bank, trust company,
insurance company or of any corporation, firm or individual engaged in the business dealing
either as broker or as principal in securities, bills of exchange, acceptances or other forms of
commercial paper. If the undersigned is a corporation, partnership, trust or other entity, the
undersigned represents that its governing instruments permit this Agreement, that this Agreement
has been authorized by all applicable persons and that the undersigned signatory is authorized to
bind the undersigned. The undersigned represents that the undersigned shall comply with all
applicable laws, rules and regulations in connection with the undersigned's account. The
undersigned further represents that no one except the undersigned has an interest in the account or
accounts of the undersigned with you.
10. Joint Accounts. If the undersigned shall consist of more than one person, the undersigned's
obligations under this Agreement shall be joint and several. References to the "undersigned" shall
include each of the undersigned. You may rely on transfer or other instructions from any one of
the undersigned in a joint account, and such instructions shall be binding on each of the
Page 7/14
undersigned. You may deliver securities or other property to, and send confirmations; notices,
statements and communications of every kind, to any one of the undersigned, and such action
shall be binding on each of the undersigned. Notwithstanding the foregoing, you are authorized in
your discretion
to require joint action by the joint tenants with respect to any matter concerning the joint account,
including but not limited to the giving or cancellation of orders and the withdrawal of money,
securities, futures or commodities.
11. Other Agreements. If the undersigned trades any options, the undersigned agrees to be
bound by the terms of your Customer Option Agreement. The undersigned understands that
copies of these agreements are available from you and, to the extent applicable, are incorporated
by reference herein. The terms of these other agreements
are in addition to the provisions of this Agreement and any other written agreements between you
and the undersigned.
12. Data Not Guaranteed. The undersigned expressly agrees that any data or online reports is
provided to the undersigned without warranties of any kind, express or implied, including but not
limited to, the implied warranties of merchantability, fitness of a particular purpose or noninfringement.
The undersigned acknowledges that the information contained in any reports
provided by you is obtained from sources believed to be reliable but is not guaranteed as to its
accuracy of completeness. Such information could include technical or other inaccuracies, errors
or omissions. In no event shall you or any of your affiliates be liable to the undersigned or any
third party for the accuracy, timeliness, or completeness of any information made available to the
undersigned or for any decision made or taken by the undersigned in reliance upon such
information. In no event shall you or your affiliated entities be liable for any special incidental,
indirect or consequential damages whatsoever, including, without limitation, those resulting from
loss of use, data or profits, whether or not advised of the possibility of damages, and on any
theory of liability, arising out of or in connection with the use of any reports provided by you or
with the delay or inability to use such reports.
13. Order Flow Disclosure. Depending on the security traded and absent specific direction from
the undersigned, stock orders are routed via an electronic system to a listed, NASDAQ or over the
counter broker or dealer. You or your correspondents may receive cash payments for routing such
orders to specific brokers or dealers. Because these agents are market makers, they carry
inventory in their specific securities, allowing for price improvement to the undersigned by
trading through their inventories.
Accordingly, the undersigned's orders will always be executed at the "best bid" or "best offer", or
at a price superior to either, by virtue of the market maker's inventory positioning capabilities.
14, Credit Check You are authorized, in your discretion, should you for any reason deem it
necessary for your protection to request and obtain a consumer credit report for the undersigned.
15. Miscellaneous. If any provision of this Agreement is held to be unenforceable, it shall not
affect any other provision of this Agreement. The headings of each section of this Agreement are
descriptive only and do not modify or qualify any provision of this Agreement. This Agreement
and its enforcement shall be governed by the laws of the state of Texas and shall cover
individually and collectively all accounts which the undersigned has previously opened, now has
open or may open or reopen with you, or any introducing broker, and any and all previous,
current and future transactions in such accounts. Except as provided in this Agreement, no
provision of this Agreement may be altered, modified or amended unless in writing signed by
your authorized representative. This Agreement and all provisions shall inure to the benefit of
you and your successors, whether by merger, consolidation or otherwise, your assigns, the
undersigned's introducing broker, and all other persons specified in Paragraph 8. You shall not be
liable for losses caused directly or indirectly by any events beyond your reasonable control,
including without limitation, government restrictions, exchange or market rulings, suspension of
trading or unusually heavy trading in securities, a general change in economic, political or
financial conditions, war or strikes. You may transfer the accounts of the undersigned to your
successors and assigns. This Agreement shall be binding upon the heirs, executors,
administrators, successors and assigns of the undersigned.
Additionally, for margin and/or short accounts, the following provisions are also applicable:
16. Liquidation. In the event of the death of the undersigned, or in the event the margin in any
account in which the undersigned has an interest shall in either your or the introducing broker's
discretion become unsatisfactory to either you or the introducing broker, or be deemed
insufficient by either you or the introducing broker, you are hereby authorized; (a) to sell any or
all securities or other property which you may hold for the undersigned (either individually or
jointly with others); (b) to buy any or all securities and other property which may be short in such
accounts; and/or (c) to cancel any open orders and to close any or all outstanding contracts; all
without demand for margin or additional margin, notice of sale or purchase, or other notice or
advertisement, and that any prior demand or notice shall not be a waiver of your rights provided
herein. You may likewise accept and rely upon instructions which you receive from the
introducing broker to effect any of the aforementioned transactions (as noted in (a);
(b); and (c). You shall have the discretion to determine which securities and other property are to
be sold and which contracts are to be closed. Any such sales or purchases may be made at your
discretion on any exchange, the over-the-counter market or any other market where such business
is usually transacted, or at public auction or private sale, and you may be the purchaser for your
own account.
17. Hypothecation. Within the limitations imposed by applicable laws, rules and regulations, all
securities now or hereafter held by you, or carried by you in any account
for the undersigned (either individually or jointly with others), or deposited to secure same, may
from time to time, without any notice, be carried in your general loans and may be pledged,
repledged, hypothecated or re-hypothecated, separately or in common with other securities for the
sum due to you thereon or for a greater sum and without retaining in your possession or control
for delivery a like amount of similar securities. The IRS requires Broker Dealers to treat dividend
payments on loaned securities positions as in-lieu dividends for 1099 tax reporting purposes.
Taxation of substitute dividend payments may be greater than ordinary on qualified dividends. It
is understood, however, that you agree to deliver to the undersigned upon demand and upon
payment of the full amount due thereon, all securities in such accounts, but without obligation to
deliver the same certificates or securities deposited by the undersigned originally. Any securities
in the undersigned's margin or short account may be borrowed by you, or lent to others.
18. Interest. Debit balances in all the accounts of the undersigned shall be charged with interest
in accordance with your established custom, as disclosed to the undersigned in the Customer
Information Brochure pursuant to the provisions of Rule 10b-16 of the Securities Exchange Act.
19. Margin. The undersigned agrees to maintain in all accounts with you such positions and
margins as required by all applicable statutes, rules, regulations, procedures and custom, or as you
deem necessary or advisable. The undersigned agrees to promptly satisfy all margin and
maintenance calls.
20. Sales. The undersigned agrees to specifically designate any order to sell a security which the
undersigned does not own as a short sale, and understands that you will mark such order as a
short sale. The undersigned agrees that any order which is not specifically designated as a short
sale is a sale of securities owned by the undersigned, and that the undersigned will deliver the
securities on or before settlement date, if not already in the account. If the undersigned should fail
to make such delivery in the time required, you are authorized to borrow such securities as
necessary to make delivery for the undersigned's sale, and the undersigned agrees to be
responsible for any loss you may thereby sustain, or which you may sustain as a result of your
inability to borrow such securities.
OPTIONS AGREEMENT
BY SIGNING BELOW, THE UNDERSIGNED CERTIFIES THAT THE INFORMATION
CONTAINED HEREIN IS COMPLETE AND ACCURATE. THE UNDERSIGNED
AGREES TO ADVISE ITS BROKER OF ANY MATERIAL CHANGE IN THE
UNDERSIGNED'S FINANCIAL STATUS AND/OR INVESTMENT OBJECTIVES. BY
SIGNING ABOVE, THE UNDERSIGNED AGREES TO ALL TERMS OF THE
CUSTOMER OPTIONS AGREEMENT PRINTED ON THE FOLLOWING PAGES OF
THIS DOCUMENT. PARAGRAPH 9 OF THIS DOCUMENT CONTAINS A PREDISPUTE
ARBITRATION CLAUSE. THE UNDERSIGNED ACKNOWLEDGES THAT
HE/SHE HAS RECEIVED THE DISCLOSURE DOCUMENT, "CHARACTERISTICS
AND RISKS OF STANDARDIZED OPTIONS" AND IS AWARE OF THE SPECIAL
RISKS INHERENT IN OPTIONS TRADING.
In connection with any transactions in options which have been or may be purchased, sold,
exercised or endorsed for the undersigned's account with an introducing broker(s) which clears
through Penson Financial Services, Inc., the undersigned agrees as follows:
1. Definitions. Introducing broker? means any brokerage firm which introduces security
transactions on behalf of the undersigned, which transactions are cleared through you, whether
one or more . "Obligations" means all indebtedness, debit balances, liabilities or other
obligations of any kind of the undersigned to you, whether now existing or hereafter arising.
"Options" means all types of options, including puts, calls, equity, debt, index or otherwise.
"Securities and other property" shall include, but shall not be limited to money, securities,
commodities or other property of every kind and nature and all contracts and options relating
thereto, whether for present or future delivery. "You" or "your" refers to Penson Financial
Services, Inc.
2. Limits. The Undersigned shall not, acting alone or in concert with others, exceed the
position/exercise limits set forth by any exchange or market or by any other regulatory authority
having jurisdiction.
3. Authority, Execution of Orders, Security Interest. The undersigned hereby authorizes you
in your discretion, should you deem it necessary for your protection for any reason, or if the
undersigned dies, to buy, sell, or sell short for the undersigned's account and risk, puts, calls or
other forms of option and/or to buy, sell or sell short any part or all of the underlying shares
represented by options endorsed by you for the undersigned's account. Any and all expenses
incurred by you in connection with such transactions shall be reimbursed by the undersigned to
you. The undersigned understands and acknowledges that when transactions on the undersigned's
behalf are to be executed and the options are traded in more than one marketplace you may use
your discretion in selecting the market in which to enter the undersigned's order unless the
undersigned specifically instructs otherwise. All monies, securities, or other property which you
may hold in any account of the undersigned shall be held subject to a general lien for the
discharge of the undersigned's obligations to you under this Agreement or otherwise.
4. Notice, Exercise, Random Allocation. The undersigned is aware of your requirements and
time limitations for accepting an exercise notice and expiration date. The undersigned
understands that the undersigned may not receive actual notice of exercise until the week
following exercise. The undersigned bears full responsibility for taking action to exercise or sell
valuable options; however, in the absence of the undersigned notifying the introducing broker to
exercise a valuable options contract by 3 p.m. Central Standard Time on the last business day
prior to the expiration date of the options contract, and the introducing broker instructing you to
sell valuable options on the undersigned's behalf within such time, the undersigned agrees that
you may exercise the options contract on the undersigned's behalf. In the event of such exercise,
the profit in excess of commission costs created thereby will be credited to the undersigned's
account. In the event that the commissions to be charged for such an expiration transaction
exceeds the proceeds to be realized, the undersigned agrees and hereby relinquishes the
undersigned's ownership in said option to you, and you may exercise such option for your own
account. If the undersigned does not instruct the introducing broker to exercise the valuable
option by the time stated above, and you for whatever reason, do not exercise such option on the
undersigned's behalf, the undersigned hereby waives any and all claims for damage or loss which
the undersigned might at the time or any time thereafter have against you arising out of the fact
that the option was not exercised. The undersigned is aware that you utilize a random method of
allocation for all option(s) assignments received from the Option Clearing Corporation. Exercise
assignment notices for options contracts are allocated among all customers' short positions within
that series. This is accomplished by a manual procedure, which randomly selects from among all
customer short positions, including positions established on the day of assignment, those
contracts which are subject to exercise. All American short positions are liable for assignment at
any time. The undersigned understands that a more detailed description of this procedure is
available upon request by the undersigned.
5. Uncovered Options. The undersigned agrees that in connection with any uncovered option(s)
for the undersigned's account, the undersigned will not sell, during the life of such options, the
underlying securities collateralizing such options, including any cash or securities which may
accrue on the underlying covered securities until such options are closed, exercised or expired or
the undersigned has met the collateral requirements established by you and/or the introducing
broker for carrying uncovered options. The undersigned also agrees that the introducing broker
and/or you, in your respective sole discretion, may refuse any order to sell such underlying
securities received from the undersigned or by means of a "give up" basis through another firm
unless, prior to such sale, the undersigned has met the collateral requirements established by you
and/or the introducing broker for carrying uncovered options. You have the right, in your sole
discretion, to permit the undersigned to apply the proceeds of such sale to such collateral
requirements.
6. Risks. The undersigned is aware of the high degree of risk involved in options transactions and
has given the introducing broker, in strict confidence, information to demonstrate that this
account and the trading anticipated in connection therewith is not unsuitable for the undersigned
in light of the undersigned's investment objectives, financial situation and needs, experience and
knowledge. The undersigned agrees to advise the introducing broker of any changes in the
undersigned's investment objectives, financial situation or other circumstances that may be
deemed to materially affect the suitability of executing options transactions for the undersigned's
account.
7. Options Account Form, Disclosure Documents. The undersigned has reviewed the contents
of the options account form and represents that they are accurate. Although certain types of
transactions are indicated as anticipated you and the introducing broker may execute any other
types of transactions for the undersigned's account upon the undersigned's instructions. The
undersigned has received an Options Disclosure Document relating to options on the categories
of underlying securities which the undersigned has been approved for trading.
8. Accounts Carried as Clearing Broker. The undersigned understands that you are carrying the
accounts of the undersigned as clearing broker by arrangement with the undersigned's
introducing broker through whose courtesy the account of the undersigned has been introduced to
you. Until receipt from the undersigned of written notice to the contrary, you may accept and rely
upon the introducing broker for (a) orders for the purchase or sale in said account of securities
and other property, and (b) any other instructions concerning the undersigned's accounts. The
undersigned represents that the undersigned understands that you act only to clear trades
introduced by the undersigned's introducing broker and to effect other back office functions for
the undersigned's introducing broker. The undersigned confirms to you that the undersigned is
relying for any advice concerning the undersigned's accounts solely on the undersigned's
introducing broker. The undersigned understands that all representatives, employees and other
agents with whom the undersigned communicates concerning the undersigned's account are
agents of the introducing broker, and not your representatives, employees or other agents. The
undersigned understands that you will not review the undersigned's accounts and will have no
responsibility for trades made in the undersigned's accounts. You shall not be responsible or
liable for any acts or omissions of the introducing broker or its representatives, employees or
other agents.
THE FOLLOWING ARBITRATION AGREEMENT SHOULD BE READ IN
CONJUNCTION WITH THESE DISCLOSURES:
a. ALL PARTIES TO THIS AGREEMENT ARE GIVING UP THE RIGHT TO SUE
EACH OTHER IN COURT, INCLUDING THE RIGHT TO A TRIAL BY JURY
EXCEPT AS PROVIDED BY THE RULES OF THE ARBITRATION FORM IN
WHICH A CLAIM IS FILED;
b. ARBITRATION AWARDS ARE GENERALLY FINAL AND BINDING; A
PARTY'S ABILITY TO HAVE A COURT REVERSE OR MODIFY AN
ARBITRATION AWARD IS VERY LIMITED.
c. THE ABILITY OF THE PARTIES TO OBTAIN DOCUMENTS, WITNESS
STATEMENTS AND OTHER DISCOVERY IS GENERALLY MORE LIMITED IN
ARBITRATION THAN IN COURT PROCEEDINGS;
d. THE ARBITRATORS DO NOT HAVE TO EXPLAIN THE REASON(S) FOR
THEIR AWARD.
e. THE PANEL OF ARBITRATORS WILL TYPICALLY INCLUDE A MINORITY
OF ARBITRATORS WHO WERE OR ARE AFFILIATED WITH THE
SECURITIES INDUSTRY.
f. THE RULES OF SOME ARBITRATION FORUMS MAY IMPOSE TIME LIMITS
FOR BRINGING A CLAIM IN ARBITRATION. IN SOME CASES, A CLAIM
THAT IS INELIGIBLE FOR ARBITRATION MAY BE BROUGHT IN COURT.
g. THE RULES OF THE ARBITRATION FORUM IN WHICH THE CLAIM IS
FILED, AND ANY AMENDMENTS THERETO, SHALL BE INCORPORATED
template: INTO THIS AGREEMENT.
9. ARBITRATION AGREEMENT. ANY AND ALL CONTROVERSIES, DISPUTES OR
CLAIMS BETWEEN THE UNDERSIGNED AND YOU, OR THE INTRODUCING
BROKER, OR YOUR AGENTS, REPRESENTATIVES, EMPLOYEES, DIRECTORS,
OFFICERS OR CONTROL PERSONS, OR OF THE INTRODUCING BROKER,
ARISING OUT OF, IN CONNECTION WITH, FROM OR WITH RESPECT TO (a) ANY
PROVISIONS OF OR THE VALIDITY OF THIS AGREEMENT OR ANY RELATED
AGREEMENTS, (b) THE RELATIONSHIP OF THE PARTIES HERETO, OR (c) ANY
CONTROVERSY ARISING OUT OF YOUR BUSINESS, THE INTRODUCING
BROKER'S BUSINESS OR THE UNDERSIGNED'S ACCOUNTS SHALL BE
CONDUCTED PURSUANT TO THE CODE OF ARBITRATION PROCEDURE OF THE
NATIONAL ASSOCIATION OF SECURITIES DEALERS, INC. ARBITRATION MUST
BE COMMENCED BY SERVICE OF A WRITTEN DEMAND FOR ARBITRATION OR
A WRITTEN NOTICE OF INTENTION TO ARBITRATE YOU ARE A PARTY TO
SUCH ARBITRATION, TO THE EXTENT PERMITTED BY THE RULES OF THE
APPLICABLE ARBITRATION TRIBUNAL, THE ARBITRATION SHALL BE
CONDUCTED IN DALLAS, TEXAS. THE DECISION AND AWARD OF THE
ARBITRATORS(S) SHALL BE CONCLUSIVE AND BINDING UPON ALL PARTIES,
AND ANY JUDGMENT UPON ANY AWARD RENDERED MAY BE ENTERED IN A
COURT HAVING JURISDICTION THEREOF, AND NEITHER PARTY SHALL
OPPOSE SUCH ENTRY.
No person shall bring a putative or certified class action to arbitration, nor seek to enforce any
pre-dispute arbitration agreement against any person who has initiated in court a putative class
action; or who is a member of a putative class who has not opted out of the class with respect to
any claims encompassed by the putative class action until:(i) the class certification is denied; or
(ii) the class is de-certified; or (iii) the customer is excluded from the class by the court. Such
forbearance to enforce an agreement to arbitrate shall not constitute a waiver of any rights under
this agreement except to the extent stated herein.
10. Other Agreements. The undersigned agrees to be bounded by the terms of your Customer
Account Agreement. If the undersigned trade on margin or short accounts, the undersigned
agrees to be bound by the terms of your Customer Margin and Short Account Agreement. The
undersigned understands that copies of these agreements are available from you and, to the extent
applicable, are incorporated by reference herein. The terms of these other agreements are in
addition to the provisions of this Agreement and any other written agreements between you and
the undersigned.
11. Data Not Guaranteed. The undersigned expressly agrees that any data or online reports is
provided to the undersigned without warranties of any kind, express or implied, including but not
limited to, the implied warranties of merchantability, fitness of a particular purpose or noninfringement.
The undersigned acknowledges that the information contained in any reports
provided by you is obtained from sources believed to be reliable but is not guaranteed as to its
accuracy of completeness. Such information could include technical or other inaccuracies, errors
or omissions. In no event shall you or any of your affiliates be liable to the undersigned or any
third party for the accuracy, timeliness, or completeness of any information made available to the
undersigned or for any decision made or taken by the undersigned in reliance upon such
information. In no event shall you or your affiliated entities be liable for any special incidental,
indirect or consequential damages whatsoever, including, without limitation, those resulting from
loss of use, data or profits, whether or not advised of the possibility of damages, and on any
theory of liability, arising out of or in connection with the use of any reports provided by you or
with the delay or inability to use such reports.
12. Credit Check. You are authorized, in your discretion, should you for any reason deem it
necessary for your protection to request and obtain a consumer credit report for the undersigned.
13. Miscellaneous. The undersigned agrees that this Agreement and all transactions in the
undersigned's accounts shall be governed by the constitution, rules, regulations, customs, usages
and bylaws of the Options Clearing Corporation and all exchanges or other facilities upon which
options are traded for the account of the undersigned. If any provisions of this Agreement is held
to be unenforceable, it shall not affect any other provisions of this Agreement. The headings of
each sections of this Agreement are descriptive only and do not modify or qualify any provision
of this Agreement. This Agreement and its enforcement shall be governed by the law of the state
of Texas and shall cover individually and collectively all accounts which the undersigned has
previously opened, now has open or may open or reopen with you, or any introducing broker, and
any and all previous, current and future transactions in such accounts. Except as provided in this
Agreement, no provision of this Agreement may be altered, modified or amended unless in
writing signed by your authorized representative. This Agreement and all provisions shall insure
to the benefit of you and your successors, whether by merger, consolidation or otherwise, your
assigns, the undersigned's introducing broker, and all other persons specified in Paragraph 9. You
shall not be liable for losses caused directly or indirectly by any events beyond your reasonable
control, including without limitation, government restrictions, exchange or market rulings,
suspension of trading or unusually heavy trading in securities, a general change in economic,
political or financial conditions, war or strikes. You may transfer the accounts of the undersigned
to your successors and assigns.This Agreement shall be binding upon the heirs, executors,
administrators, successors and assigns of the undersigned.Adbico.com is not a registered broker/dealer. All securities and investments are offered through Adbico, a division of Advanced Biological Computing Securities, Inc. Member NASD. Member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims of cash). Explanatory brochure available upon request or at www,staff@adbico.com.This coverage provides protection against brokerage insolvency and does not protect against loss of market value of securities. Please click stock ageement

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