Thread Starter: TeamComply
Title: Re: IRA Disclosure Content
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We provide a disclosure (basically a TISA) to all IRA account holders at the time the account is opened. The disclosure includes this "additional term" information, questioning if this is required to be disclosed?
"The following additional terms apply to this account: This investment direction revokes any prior investment directions regarding the investment of funds deposited by me in the above Custodial Account on or after this date and for any deposits maturing on or after this date."
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