Client Acknowledgments. The Client hereby acknowledges and agrees that: (a) in placing orders to buy or sell securities, the Manager shall act solely as the Client's agent; (b) the Manager shall not be responsible for the execution of security transactions processed by a custodian chosen by the Client; (c) the Manager neither assumes responsibility for investment losses nor guarantees investment gains for the Client's accounts; (d) the Manager shall have no obligation to institute or defend any legal proceedings on the Client's behalf; (e) the Manager may accept and act upon such instructions which the Manager believes to be genuine, given orally or by telephone, facsimile, letter, email or other electronic means of communication acceptable to the Manager; (f) the Manager will manage the Account in accordance with its this Agreement, the Investment Policy Statement provided to the Client, and the Statement of policies, as amended from time to time or published on its website; (g) the Client consents to his or her personal information being compared to records maintained by third parties for the purpose of identity verification, including telecom and other service providers, and consents to those third parties providing personal information relating to Client to Tactex, its affiliates and our third-party suppliers for the purpose of identity verification; (h) Client’s account statement and other documents or communications from the Manager will be made available to Client in electronic form only via the Mylo online platform; and (i) a copy of this Agreement may be provided by the Manager to the Custodian, if applicable.
Appears in 1 contract
Sources: Mylo Program Terms and Conditions
Client Acknowledgments. The Client hereby acknowledges and agrees that:
(a) in placing orders to buy or sell securities, the Manager shall act solely as the Client's agent;
(b) the Manager shall not be responsible for the execution of security transactions processed by a custodian chosen by the Client;
(c) the Manager neither assumes responsibility for investment losses nor guarantees investment gains for the Client's accounts;
(d) the Manager shall have no obligation to institute or defend any legal proceedings on the Client's behalf;
(e) the Manager may accept and act upon such instructions which the Manager believes to be genuine, given orally or by telephone, facsimile, letter, email or other electronic means of communication acceptable to the Manager;
(f) the Manager will manage the Account in accordance with its this Agreement, the Investment Policy Statement provided to the Client, and the Statement of policies, as amended from time to time or published on its website;
(g) the Client consents to his or her personal information being compared to records maintained by third parties for the purpose of identity verification, including telecom and other service providers, and consents to those third parties providing personal information relating to Client to TactexMAM, its affiliates and our third-party suppliers for the purpose of identity verification;
(h) Client’s account statement and other documents or communications from the Manager will be made available to Client in electronic form only via the Mylo Moka online platform; and
(i) a copy of this Agreement may be provided by the Manager to the Custodian, if applicable.. (j)
Appears in 1 contract
Sources: Moka Program Agreement
Client Acknowledgments. The Client hereby acknowledges and agrees that:
(a) in placing orders to buy or sell securities, the Manager shall act solely as the Client's agent;
(b) the Manager shall not be responsible for the execution of security transactions processed by a custodian chosen by the Client;
(c) the Manager neither assumes responsibility for investment losses nor guarantees investment gains for the Client's accounts;
(d) the Manager shall have no obligation to institute or defend any legal proceedings on the Client's behalf;
(e) the Manager may accept and act upon such instructions which the Manager believes to be genuine, given orally or by telephone, facsimile, letter, email or other electronic means of communication acceptable to the Manager;
(f) the Manager will manage the Account in accordance with its this Agreement, the Investment Policy Statement provided to the Client, and the Statement of policies, as amended from time to time or published on its website;
(g) the Client consents to his or her personal information being compared to records maintained by third parties for the purpose of identity verification, including telecom and other service providers, and consents to those third parties providing personal information relating to Client to Tactex, its affiliates and our third-party suppliers for the purpose of identity verification;
(h) Client’s account statement and other documents or communications from the Manager will be made available to Client in electronic form only via the Mylo Moka online platform; and
(i) a copy of this Agreement may be provided by the Manager to the Custodian, if applicable.
Appears in 1 contract
Sources: Moka Program Agreement