Use of Service Statement

Complete this form if requested by IDC Financial Publishing, Inc. or for a no obligation quote for IDC Financial Publishing, Inc.'s (IDCFP) information in an electronic format.

This Use of Service Statement provides IDC Financial Publishing, Inc. (IDCFP) with important information which is used by IDCFP in its pricing of products to you. This statement, by itself, is not a contract unless you have executed an IDCFP License & Subscription Agreement. If you have not yet executed a License & Subscription Agreement, this Use of Service Statement will be deemed to be part of such contract upon your execution of the License & Subscription Agreement. If you are a current client of IDCFP (and thus have a License & Subscription Agreement in place), this Use of Service Statement supersedes and replaces any previous Use of Service Statement and will be deemed to be part your existing License & Subscription Agreement upon signing your invoice for services. Note that this Use of Service Statement as combined with the License & Subscription Agreement limits use of IDCFP rank and/or financial ratios as stated in such contract.

Date of Statement Completion*

MonthDayYear
Company*
Billing Contact Name*

First NameLast Name
Billing Contact Phone*

Area CodePhone Number
Billing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Authorized Individual Completing Form
Name of Individual Authorized to Conduct Business on Behalf of Company*

First NameLast Name
Title of Authorized Individual*
I am the above named Individual authorized to conduct business on behalf of the company indicated.*

Individual Completing Form
Name of individual completing this form on behalf of the authorized individual*

First NameLast Name
Title of individual completing this form on behalf of the authorized individual*
I certify I am the above named individual completing this Use of Service Statement on behalf of the authorized individual.*

Contact Person Responsible for Subscription
Subscription Contact Name*

First NameLast Name
Subscription Contact Phone*

Area CodePhone Number
Subscription Contact E-mail*
Address of Subscription Contact Person*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Firm Type
Type of Firm*

Registered Investment AdvisorBroker/Dealer with Registered RepresentativesFinancial Institution (ie Bank, Savings Institution, Credit Union)Other

Access to IDCFP's Information for Registered Investment Advisor
Please describe your firm*
IDCFP's information will be obtained by your firm by which of the following methods*

Through a platform - (If you are accessing IDCFP's information through a platform, you are not opening a file, but instead accessing the information through a browser or website type interface not through www.idcfp.com.)Directly from IDCFP - (Information obtained directly from IDCFP would either be through our online web portal, or downloaded as an Excel based spreadsheet.)

Access to IDCFP's Information for Broker/Dealer with Registered Representatives
Please describe your firm*
Access to IDCFP's info will be obtained by your firm*

Through a platform - (If you are accessing IDCFP's information through a platform, you are not opening a file, but instead accessing the information through a browser or website type interface not through www.idcfp.com.)Directly from IDCFP - (Information obtained directly from IDCFP would either be through our online web portal, or downloaded as an Excel based spreadsheet.)

Access to IDCFP's Information for Financial Institutions and Other User Types
Please describe your firm*
Access to IDCFP's info will be obtained by your firm*

Through a platform - (If you are accessing IDCFP's information through a platform, you are not opening a file, but instead accessing the information through a browser or website type interface not through www.idcfp.com.)Directly from IDCFP - (Information obtained directly from IDCFP would either be through our online web portal, or downloaded as an Excel based spreadsheet.)

Registered Investment Advisor
Site Services Requested*

Bank and Savings Institution Rank of Financial Ratios ONLYBank and Savings Institution Rank of Financial Ratios with additional selected financial information as provided by IDCFP
Platform or Company through which IDCFP's information would be viewed*
Website address (URL) used to access information*
Total number of offices or locations in your company*
Number of offices or locations receiving benefit from IDC's information*
Number of locations trading Brokered CDs*
Total number of INDIVIDUALS receiving benefit from IDCFP's information*
Assets under management*
As of*

MonthDayYear
How many institutions do you expect to look up each quarter?*
Are you using, or do you plan to use IDC ranks to compute Value at Risk (VaR*)?*

YesNo
Will you blend IDC's rank with other ratings sources?*

YesNo
Other Services Requested*

Broker/Dealer with Registered Representatives
Site Services Requested*

Bank and Savings Institution Rank of Financial Ratios ONLYBank and Savings Institution Rank of Financial Ratios with additional selected financial information as provided by IDCFP
Platform or Company through which IDCFP's information would be viewed*
Website address (URL) used to access information*
Total number of offices or locations in your company*
Number of offices or locations receiving benefit from IDC's information*
Number of locations trading Brokered CDs*
Number of Registered Representatives in your company*
Total number of INDIVIDUALS receiving benefit from IDCFP's information*
How many institutions do you expect to look up each quarter?*
Are you using, or do you plan to use IDC ranks to compute Value at Risk (VaR*)?*

YesNo
Will you blend IDC's rank with other ratings sources?*

YesNo
Other Services Requested*

Other Types of Business
Site Services Requested*

Bank and Savings Institution Rank of Financial Ratios ONLYBank and Savings Institution Rank of Financial Ratios with additional selected financial information as provided by IDCFP
Platform or Company through which IDCFP's information would be viewed*
Website address (URL) used to access information*
Total number of offices or locations in your company*
Number of offices or locations receiving benefit from IDC's information*
Number of locations trading Brokered CDs*
Total number of INDIVIDUALS receiving benefit from IDCFP's information*
How many institutions do you expect to look up each quarter?*
Are you using, or do you plan to use IDC ranks to compute Value at Risk (VaR*)?*

YesNo
Will you blend IDC's rank with other ratings sources?*

YesNo
Other Services Requested*

Brokered CDs
Does your business participate in the Certificate of Deposit market?*

YesNo

Site Services Requested (check boxes below)*

Bank Financial Quarterly (BFQ) & Savings Institution Financial Quarterly (SIFQ) DatabasesCredit Union Financial Profiles Database (CUFP)IDC CUSIP Database (may or may not require subscription to BFQ and SIFQ databases)
Usage Description*
Number of offices or locations receiving benefit from IDC's information*
Number of Locations utilizing IDCFP's information*
Please indicate the physical street address(es) of the locations utilizing IDCFP's information*
You may upload a PDF of the physical street address(es) of the locations utilizing IDCFP's information
Total number of INDIVIDUALS receiving benefit from IDCFP's information*
Number of Individuals utilizing IDCFP's information*
How many institutions do you expect to look up each quarter?*
Are you using, or do you plan to use IDC ranks to compute Value at Risk (VaR*)?*

YesNo
Will you blend IDC's rank with other ratings sources?*

YesNo

Filter Internal
Will IDCFP's information be used for filtering purposes WITHIN your organization*

YesNo

Internal Filter Purpose
How will IDCFP's information be used to filter WITHIN your organization*

Filter CDs in portfolios held by my firm
Number of ACCOUNTS receiving benefit from filtering WITHIN your organization*
Quantity being filtered*

Filter External
Will IDCFP's information be used for filtering purposes OUTSIDE your organization*

YesNo

External Filter Purpose
How will IDCFP's information be used to filter OUTSIDE your organization*

Filter for wealth managers or broker dealers
Number of ACCOUNTS receiving benefit from filtering OUTSIDE your organization*
Quantity being filtered*

Filter Other
Will IDCFP's information be used for OTHER filtering purposes?*

YesNo

Filter Other Purpose
Other intended use of IDCFP's information for filtering?*
Quantity being filtered for OTHER purposes*
Quantity being filtered*

Platform Use
Please indicate how your firm will use IDCFP's information*

As shown on screen and not distributed to third partiesAs shown on screen and distributed to third parties
Please indicate how your firm will use IDCFP's information through the platform*

Distribution
Please indicate if your firm will distribute IDC Financial Publishing, Inc.'s ranks*

YesNo

Copyright

© 1984-2023 by IDC Financial Publishing, Inc. All rights reserved. No part of IDC Financial Publishing, Inc.'s material may be distributed, reprinted, reproduced, or utilized in any form or by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying and recording, or in any information storage and retrieval system, without the expressed written permission of IDC Financial Publishing, Inc.
Distribution of IDCFP's ranks of financial ratios
Distribute rank in offerings of brokered CDs*

YesNo

Quantity of IDCFP Ranks Distributed in Offerings of Brokered CDs
To Individuals*
To Other Broker/Dealers*
To Institutions*

Distribution of IDCFP ranks in Confirmations of brokered CDs
Distribute IDCFP's ranks in confirmations of brokered CDs*

YesNo

Quantity of IDCFP ranks Distributed in Confirmations of brokered CDs
To Individuals*
To Other Broker/Dealers*
To Institutions*

Distribute Other
Please describe how you intend to distribute ranks*
Quantity of IDCFP ranks Distributed for OTHER purposes
To Individuals*
To Other Broker/Dealers*
To Institutions*

Un-Authorized Individual

Please fill in the text displayed in the box below and click on the submit button.
Enter the message as it's shown*
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Authorized Individual Completing Form

Individual Completing Form

Contact Person Responsible for Subscription

Firm Type

Access to IDCFP's Information for Registered Investment Advisor

Access to IDCFP's Information for Broker/Dealer with Registered Representatives

Access to IDCFP's Information for Financial Institutions and Other User Types

Registered Investment Advisor

Broker/Dealer with Registered Representatives

Other Types of Business

Brokered CDs

Filter Internal

Internal Filter Purpose

Filter External

External Filter Purpose

Filter Other

Filter Other Purpose

Platform Use

Distribution

Distribution of IDCFP's ranks of financial ratios

Quantity of IDCFP Ranks Distributed in Offerings of Brokered CDs

Distribution of IDCFP ranks in Confirmations of brokered CDs

Quantity of IDCFP ranks Distributed in Confirmations of brokered CDs

Distribute Other

Quantity of IDCFP ranks Distributed for OTHER purposes

Un-Authorized Individual