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Regulatory Disclosures
- BofA EMIR Art 7c(1) Information Statement (Dec 2024)
- BofA EMIR Margin Transparency Disclosure Statement (Dec 2024)
- Clearing Member Disclosure Document – BofA Securities Europe SA (Version 2.2 – August 2023)
- Clearing Member Disclosure Document – Merrill Lynch International (Version 5.2 – August 2023)
- BofA CCPR & EMIR Client Notification – Dec 2024
- CFTC Rule 1.55 FCM-Specific Disclosure Document for ML Pro (PDF)
- FRANDT BofA Onboarding Requirements
- BofA EMIR Fees Disclosure (Dec 2024)
- FRANDT Questionnaire
- Direct Client Disclosure Document – BofA Securities Europe SA (Version 2.1 – June 2021)
- Direct Client Disclosure Document – Merrill Lynch International (Version 1.1 – June 2021)
- Essential MiFID II Documents for Bank of America Merrill Lynch Clients
- BofAS Futures and Derivatives Client Clearing Disclosures
- CFTC Rule 1.55 FCM-Specific Disclosure Document for BofAS (PDF)
- ML Pro Futures and Derivatives Client Clearing Disclosures (PDF)
- CFTC Rule 1.55 FCM-Specific Disclosure Document for ML Pro (PDF)
- BofAS Direct Client Disclosure Statement – Indirect Clearing (PDF)
- ML Pro Direct Client Disclosure Statement – Indirect Clearing (PDF)
- ML Canada Direct Client Disclosure Statement – Indirect Clearing (PDF)
- OCC Options Disclosure Document