Common use of Account Advice Clause in Contracts

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.‌‌‌‌

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 fiduciary of the Account for the benefit of another personthe 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 other person.‌‌‌‌account owner or account holder.‌‌‌‌‌