Common use of Client Authorization Clause in Contracts

Client Authorization. Upon receiving a completed Electronic Enrollment Form from a User, DST will make available an Authorization Request to Client (point of contact) through the Distribution Support Services Web Site. The Authorization Request will identify the level of access requested and the security criteria as well as provide a sample client Tax ID/Social Security Number. Through the Distribution Support Services Web Site, Client point of contact is solely responsible for authorizing or denying each User request for access to Transactions through Vision Services. When authorizing requests, security criteria must be verified by Client. This includes verifying: • Appropriate Level of Authorization. Please note, each authorization will provide access to the level indicated on DST’s Authorization Request. Access may be requested at the dealer, dealer/branch, dealer/representative, tax ID, or Trust/TPA level. • Accurate Access Security Criteria. Client must verify that each field authorized in the security criteria accurately represents the dealer/branch/representative or tax ID information which appears on the master of the representative’s client accounts. 100% of the representative’s accounts should reflect the authorized criteria. Client assumes all responsibility for verifying the security level of each new User authorization request. DST shall not be required to verify that the person who processes the Authorization Request is legally authorized to do so on behalf of Client and DST shall be entitled to rely conclusively upon such approval/denial without further duty to inquire.

Client Authorization. Upon receiving a completed Electronic Enrollment Form from a User, DST will make available an Authorization Request to Client (point of contact) through the Distribution Support Services Web Site. The Authorization Request will identify the level of access requested and the security criteria as well as provide a sample client Tax ID/Social Security Number. Through the Distribution Support Services Web Site, Client point of contact is solely responsible for authorizing or denying each User request for access to Transactions through Vision Services. When authorizing requests, security criteria must be verified by Client. This includes verifying: • Appropriate Level of Authorization. Please note, each authorization will provide access to the level indicated on DST’s 's Authorization Request. Access may be requested at the dealer, dealer/branch, dealer/representative, tax ID, or Trust/TPA level. • Accurate Access Security Criteria. Client must verify that each field authorized in the security criteria accurately represents the dealer/branch/representative or tax ID information which appears on the master of the representative’s client 's clients accounts. 100% of the representative’s 's accounts should reflect the authorized criteria. Client assumes all responsibility for verifying the security level of each new User authorization request. DST shall not be required to verify that the person who processes the Authorization Request is legally authorized to do so on behalf of Client and DST shall be entitled to rely conclusively upon such approval/denial without further duty to inquire.