Client Disclosure

Important Information About Procedures for Opening a New account

Customer Identification Program Notice

To help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify, and record information that identifies each person who opens an account.

This Notice answers some questions about this firm’s Customer Identification Program.

Q. What types of information will I need to provide?

Q. What happens if I don’t provide the information requested or my identity can’t be verified?

Q. Have you experienced any problems with your advisor/representative or accounts?

We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.

Contact Us

Carter, Terry & Company, Inc. Carter, Terry & Company, Inc. Carter, Terry & Company, Inc.
3060 Peachtree Rd, NW Suite 1200, Atlanta, GA 30305
Phone: 404-364-2070404-364-2070   •   FAX: 404-364-2079