Examples of Advisor in a sentence
The undersigned agrees to provide information necessary to establish this Trust Sub-Account that will allow the Trustee and Trust Advisor to meet their respective requirements under federal and state law, as well as the internal policies of each organization.
The undersigned understands that this Trust Sub-Account will be pooled for investment purposes and that investment products, including shares of mutual funds, are not deposits or obligations of, or guaranteed by, the Trustee, Trust Advisor, or any of its affiliates, nor are the accounts insured by FDIC or any other government agency.
The Designated Advocate may revoke this Authorization at any time by notifying the Trust Advisor in writing.
The Person Establishing Trust Sub-Account may change the DA, subject to approval of the Trust Advisor and pursuant to the Trust Advisor’s policies.
The Trustee and Trust Advisor will not release information to the above- referenced attorney once the Sub-Account is established unless this Section is signed and dated.