Important Notice About Opening an Account
To help the government fight the funding of terrorism and money laundering, Federal law requires Long Bridge Securities LLC (“Longbridge”) to obtain, verify, and record information that identifies each person who opens an account.
When you open an account with Longbridge, we will ask for the following information:
For individuals: Your name, address, date of birth, and other identifying information that allows us to identify you, and a driver’s license, passport, or other government-issued ID.
For entities: (e.g., corporations, partnerships, trusts): Documents showing legal existence, its principal place of business, local office, employer identification number, articles of incorporation, government-issued business license, partnership agreement, or trust agreement.
We may also use third-party services to verify the information you provide.
In addition, US Securities and Exchange Commission and FINRA rules may require you to provide additional information, such as your net worth, annual income, occupation, employment information, investment experience and objectives, and risk tolerance.
By applying for an account with Longbridge, you agree to provide the requested information and documentation and consent to our acquisition of credit and other consumer reports about you, for the purposes described above. Your cooperation is greatly appreciated and helps us safeguard the integrity of the financial system.