Any entity
over which you or a Family
Member has (have) individual or shared authority, as principal, has investment discretion and control (for example, an UGMA / UTMA account for a child on which you or a Family
Member is the
custodian, a trust on which you or a Family
Member is the trustee, a business account [not to include retirement plans] for your solely owned business [or the solely owned business of a Family
Member] on which you or a Family
Member is the authorized signer);