Financial Responsibility Agreement Wellesley

We understand that your life and financial markets can change over time. By checking in regularly to discuss changes in your life and rethink your financial approach, our goal is to help you stay on track to achieve what is most important to you. If I expect financial assistance or a third party to pay all or part of my financial obligations to my institution, I understand that my responsibility is to meet all payment requirements on my student account. I also understand that my financial assistance can be adjusted for eligibility and that it is prepared to reimburse my institution for amounts for which I am not eligible under the grant rules. This document and its contents are used for informational purposes and should not be construed as banking or financial intermediation, a business application and/or a public offering of any kind. Connect to an advisor and start a conversation about your goals. Contact a Financial Advisor Some information from accounts receivable from Bank of America or its affiliates is available on websites and can be downloaded by the customer (« Account Information »). While Bank of America and its related companies believe that this account information is correct at the time of customer access and/or download, this information may present some technical errors, typographical errors or other inaccuracies. In addition, account information is immediately changed due to market conditions, price volatility and other related factors. Bank of America and its associated companies explicitly disclaim any liability or responsibility for the accuracy or use of this information after the customer downloads and are not responsible for the difficulties, damage or incompatibility of this information due to hardware or software incompatibilities. Wellesley College`s typical financial assistance plan for first-year students is $53,744.

About 57.0% of new students receive financial assistance, most in the form of scholarships and scholarships. Access to websites is only through an invitation to financial institutions within the meaning of the Foreign Investment Companies Act. We take the time to get to know clients as individuals and investors, and we value the relationships we develop. We will work with our clients to understand important financial goals, and then agree on an investment approach that will help them pursue each of their goals. We see ourselves as a financial ally for each next generation. Wellesley is known for the excellence of his training, the beauty of his environment, his talented faculty and the uniqueness of his campus culture. (URL: www.wellesley.edu/about) All the costs and costs of the equipment, operational platforms and software required to access and use websites and their maintenance are the exclusive responsibility of the customer. Our approach to investing is based on an understanding for you. It all starts with a conversation. We take the time to get to know you — the names of your children, how hard you have worked to get to where you are and how you define success.

We work with you to understand your investment personality, prioritize your goals and develop a financial approach that meets your needs. We believe that investors can benefit from our advice, access to investment inflows offered by Merrill, fiduciary and fiduciary services of Bank of America Private Bank and Bank of America. When it comes to your success, there is only one financial approach that is really important — yours. Websites may, from time to time, make available to the customer various licensed programs (« licensed programs ») of third parties (« providers ») that have been granted by Bank of America for customer use and/or that require the customer to sign a third-party licensing agreement (« licensing agreement »).

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