PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

'account':15,20 'analys':33 'author':11 'base':47 'broker':13 'central':51 'client':30,36,46 'client-bas':45 'comput':8 'conduct':43 'data':21 'download':7 'facilit':32 'financi':19,26,39 'hold':37 'inform':27 'locat':52 'non':6,25 'non-download':5 'non-financi':24 'one':50 'posit':40 'provid':1 'relev':23 'repres':16 'secur':12 'softwar':9 'temporari':2 'use':3 'view':18 'workflow':48

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

'account':5,18 'author':14,22 'basi':12 'broker':16 'financi':4 'inform':6 'limit':9 'person':23 'provid':1 'repres':19 'secur':2,11,15

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