Authorization to Share Account Information

This authorization form allows limited information in regards to accounts to be discussed with the third party

The authorizations include: Account balances, Activity, Issue Performance Reports, and Investment analysis.

This agreement limits the
sharing of information to the Spire Representative or Advisor on the account listed above. This form does not allow the third party to place orders, be provided documents, or provide online access to view the account listed above.

Please see the attached Spire Approved 3rd Party Authorization to share account information form