PORTFOLIO MANAGERS - SECURITIES ANALYSTS|
|
|
|||
 |
HOW CAN BIAS HELP?
|
Forms
for Exercising Employee Stock Options
If you are a new client to BIAS you will need to complete the following form to open your account with us:
• BIAS Application
• Pershing Application
• Pershing Margin Agreement
If you are a new client to BIAS you will need to complete the following form to open your account with us:
• BIAS Application
• Pershing Application
• Pershing Margin Agreement
To exercise your Employee Stock Options you will need to complete
the following forms:
• Exercise
and Sale form and Letter of Instruction
• Stock Power
As well you will need to bring in the following documents to open your account and process your transactions
• Original Passport
• Original Utility Bill, which shows your permanent street
address
• Copy of the Stock Option Agreement from your employer
• Name and contact information for the Stock Option coordinator
at your company
centreColumn