Common use of Client Directed Activity Clause in Contracts

Client Directed Activity. Advisor can enable the Client’s ability to select portfolios, adjust risk tolerance, move money and direct security settings on Altruist’s platform.

Appears in 1 contract

Sources: Subadvisory Agreement

Client Directed Activity. Advisor can enable the Client’s ability to select portfolios, adjust risk tolerance, move money and direct security settings on Altruist’s platform, with respect to which Advisor will provide advice.

Appears in 1 contract

Sources: Subadvisory Agreement