PERSONAL CLIENT AGREEMENT

Personal Client Agreement

For individuals seeking to build wealth, retire with confidence, and leave a lasting legacy, our Personal Client Agreement outlines the terms of our relationship in clear, accessible language. We want you to understand exactly how your financing works—from the competitive rates we offer to the tax advantages you receive by paying taxes only on profits, not income. This agreement is designed with your best interests in mind, ensuring there are no surprises and that every step we take together aligns with your goals.

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Meridian Sovereign Capital Bank is a financial services provider offering deposit, savings, and lending solutions. Products and services may be subject to eligibility, approval, and applicable regulations. Meridian Sovereign Capital Bank is not FDIC-insured. © 2026 Meridian Sovereign Capital Bank. Meridian Sovereign Capital Bank™ and its associated marks are trademarks of Meridian Sovereign Capital Bank. All rights reserved.

All trademarks, logos, and brand names mentioned herein are the property of their respective owners. Their use on this website is for identification purposes only and does not imply any affiliation with or endorsement by the respective holders. Portions of this website may include content created and shared by Google and used under the terms of the Creative Commons 3.0 Attribution License.

© 2022-2026 Meridian Sovereign Capital Bank, Inc. All rights reserved.
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