Common use of Client Representations Clause in Contracts

Client Representations. Client represents to TRFP the following and understands and agrees that TRFP is relying on Client’s representations as an inducement to enter into this Agreement: • Client will provide TRFP with the necessary information to provide the agreed upon services. • Client is responsible for all financial decisions and Client is under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by TRFP. Continued on next page Financial Planning Services Agreement (continued) • TRFP obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by TRFP are based on the professional judgment of TRFP and the information you provide to TRFP. • All investments involve risks and some investment decisions will result in losses. TRFP cannot guarantee that your investment objectives will be achieved. • Due to the limited scope of requested services, TRFP has no obligation to contact you in the future to recommend changes to your financial plan or any of the recommendations or advice previously provided by TRFP. • If this Agreement is established by Client in a fiduciary capacity, Client hereby certifies that s/he is legally empowered to enter into or perform this Agreement in such capacity. • TRFP performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that TRFP does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client.

Client Representations. Client represents to TRFP the following and understands and agrees that TRFP is relying on Client’s representations as an inducement to enter into this Agreement: •  Client will provide TRFP with the necessary information to provide the agreed upon services. •  Client is responsible for all financial decisions and Client is under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by TRFP. Continued on next page Financial Planning Services Agreement (continued) •  TRFP obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by TRFP are based on the professional judgment of TRFP and the information you provide to TRFP. •  All investments involve risks and some investment decisions will result in losses. TRFP cannot guarantee that your investment objectives will be achieved. •  Due to the limited scope of requested services, TRFP has no obligation to contact you in the future to recommend changes to your financial plan or any of the recommendations or advice previously provided by TRFP. •  If this Agreement is established by Client in a fiduciary capacity, Client hereby certifies that s/he is legally empowered to enter into or perform this Agreement in such capacity. •  TRFP performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that TRFP does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client.