Your Client Profile:
In what manner would you prefer to order records? Not sure Fax E-mail Online at www.seagroveinc.com Seagrove representative pickup
How often would you like to receive status reports? Bi-Weekly Monthly Other (please describe special instructions in the text box below)
How would you prefer to receive your status reports? Phone E-mail Postal Mail Fax If different than contact info above, please tell us where your status reports should be sent:
At what amount will you require that we get fee approval from you for custodian fees? $200 $300 $400 $500 Special Amount (please describe fee and special instructions in the text box below) If different than contact info above, please tell us where your status reports should be sent:
Will you typically require a statement of "no records" from the custodian? yes no
How do you prefer your records to be bound? GBC (black comb) - top 2-Hole ACCO - top GBC (black comb) - side 3-Ring - left side Other (please describe special instructions in the text box below)
Please let us know about any other special requests or instructions not mentioned above:
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