Client Acknowledgments. a. The Client hereby agrees to furnish GIA with all current information and/or documentation relative to his or her financial and investment situation. The Client further agrees to keep GIA informed of any changes as they pertain to Client’s objectives, needs, and goals. The Client acknowledges that GIA cannot adequately perform its services for the Client unless the Client diligently performs their responsibilities under this Agreement. b. Client authorizes GIA to respond to inquiries from, and communicate and share information with, Client’s attorney, accountant, and other professionals to the extent necessary in furtherance of GIA’s services under this Agreement.
Appears in 2 contracts
Sources: Client Advisory Agreement, Client Advisory Agreement