Account Advice Sample Clauses
The Account Advice clause outlines the process by which one party provides formal notification or information regarding account activity or status to another party. Typically, this involves sending periodic statements, confirmations, or updates about transactions, balances, or other relevant account details. By establishing a clear method for communicating account information, this clause ensures transparency and helps prevent misunderstandings or disputes related to account management.
Account Advice. The Program offers you the ability to pursue your investment goal for your Account. Through the Program’s online profiling process (“Online Profiling Process”) and a Program Advisor, we will assist you in establishing a target asset allocation for your Account and identifying a corresponding Strategy designed to align to that asset allocation and other factors. You will interact and obtain assistance and advice and guidance from a Program Advisor and associated team. Our investment recommendations are based only on, and are limited to, the financial information you provide to us for the Account through the Online Profiling Process, a Program Advisor or otherwise in connection with the Program. If there is more than one account holder, the information you provide to us should reflect the views and circumstances of all owners on the Account. If you are the fiduciary of the Account for the benefit of the account owner or account holder (e.g., the trustee for a trust or custodian for an UTMA), the information you provide to us should reflect that these assets will be invested for the benefit of such account owner or account holder. We will not independently verify the information you provide and will not consider other information obtained in connection with another account or relationship with ▇▇▇▇▇▇▇ ▇▇▇▇▇ or its Affiliates other than as described in the Brochure. Our advice with respect to the assets in that Account is intended to be consistent with and limited by: • Your Account target asset allocation. • Your Account Strategy. • Other applicable factors such as the type of Account you establish. • Any Account investment restrictions, that you request and we accept as reasonable, as described in the Brochure. To make changes to your Account, you should contact a Program Advisor.
Account Advice. The Program offers you the ability to pursue your investment goal for your Account. Through the Program’s online profiling process (“Online Profiling Process”), we will assist you in establishing a recommended Target Asset Allocation for your Account and identifying a corresponding Strategy designed to align with the information you provide in connection with the Program. By entering into the Agreement, you acknowledge that the Account has a total return investment objective and liquidity needs profile that is consistent with the Strategies. The Strategies that are available and how they are constructed, managed and implemented are described in more detail in the Brochure and the Strategy Profiles. Our investment recommendations are based only on, and are limited to, the financial information you provide to us for the Account through the Online Profiling Process or otherwise in connection with the Program. If there is more than one account holder, the information you provide to us should reflect the views and circumstances of all owners on the Account. If you are the custodian of the Account for the benefit of another person, the information you provide to us should reflect that these assets will be invested for the benefit of such other person.