Common use of Asset Manager Clause in Contracts

Asset Manager. (a) An Asset Manager is authorised by you to transact and to do all things in relation to your Account on your behalf. (b) You will be restricted to “view only” access and be unable to transact other than through your Asset Manager. Financial Planner (a) A Financial Planner is authorised by you to have “view only” access to your Account but is not authorised to transact on your behalf. (b) All cash payments to us by you or cash payments by us to you must be directed through your Financial Planner. (c) All transactions must be executed by you and not by your Financial Planner.