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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 client who engages in a securities transaction through Montage Securities, LLC. What this means for you: When you work with Montage Securities, LLC on a securities transaction, we will ask for certain information that will allow us to identify you unless you are excluded from the definition of “customer” within the U.S. Patriot Act.
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