Common use of Groupings Clause in Contracts

Groupings. In some cases, the Financial Plan(s) you receive through the Branch Office Financial Planning Services can address the combined needs of a group of individuals (a “Planning Group”), inclusive of my identified planning needs and the identified planning needs of the other members of the Planning Group. If I qualify for Branch Office Financial Planning Services at the Planning Group level and desire to obtain such services, I acknowledge that the other members of the Planning Group also must each elect for the same type of Branch Office Financial Planning Services and enter into this Agreement and, if I elect to participate in a Planning Group, I hereby consent to personal and financial information about me obtained or used for purposes of the Branch Office Financial Planning Services being shared with and accessible by each member of my Planning Group, my and their authorized persons, and my and their Financial Advisor(s). Additionally, if I have separately directed ▇▇▇▇▇▇ ▇▇▇▇▇ to group my ▇▇▇▇▇▇ ▇▇▇▇▇ accounts together with accounts owned by others for the sole purpose of sharing financial and nonpublic personal information in furtherance of planning for financial goals and/or investing (collectively, a “Relationship Group”), then personal and financial information about me, including but not limited to information obtained or used for purposes of the Branch Office Financial Planning Services and my Financial Plans, will be shared with and accessible to each Relationship Group member and each authorized party of the grouped accounts. My Relationship Group may include more members and authorized parties than my Planning Group. I understand that the members and authorized parties of my Relationship Group will be reflected on the account statements I receive from ▇▇▇▇▇▇ ▇▇▇▇▇ or, if I do not have an account at ▇▇▇▇▇▇ ▇▇▇▇▇, through separate correspondence I receive from ▇▇▇▇▇▇ ▇▇▇▇▇. I further acknowledge that if individuals are added to my Planning Group, I will be required to execute a new Authorization and Agreement Form along with the other members of my Planning Group. In addition, I acknowledge that if an individual in my Planning Group becomes incapacitated or is deceased, my Branch Office Financial Planning Services will continue unless and until I notify ▇▇▇▇▇▇ ▇▇▇▇▇ of my desire to terminate the services. In other circumstances where an individual in my Planning Group will no longer receive Branch Office Financial Planning Services, I understand I may be required to execute a new Authorization and Agreement Form in order to continue to receive the services.

Groupings. (i) In some cases, the Financial Plan(s) you Plan I receive through the Branch Office EJG Financial Planning Services can address the combined needs of a group of individuals (a “Planning Group”), inclusive of my identified planning needs and the identified planning needs of the other members of the Planning Group. If I qualify for Branch Office EJG Financial Planning Services at the Planning Group level and desire to obtain such services, I acknowledge that the other members of the Planning Group also must each elect for the same type of Branch Office Financial Planning Services and enter into this Agreement as well as the Generations Services Agreement and, if I elect to participate in a Planning Group, I hereby consent to personal and financial information about me obtained or used for purposes of the Branch Office EJG Financial Planning Services being shared with and accessible by each member of my Planning Group, my and their authorized persons, and my and their Financial Advisor(s)Planning Group. Additionally, if I have separately directed ▇▇▇▇▇▇ ▇▇▇▇▇ to group my ▇▇▇▇▇▇ ▇▇▇▇▇ accounts together with accounts owned by others for the sole purpose of sharing financial and nonpublic personal information in furtherance of planning for financial goals and/or and/ or investing (collectively, a “Relationship Group”), then personal and financial information about me, including but not limited to information obtained or used for purposes of the Branch Office EJG Financial Planning Services and my Financial PlansPlan, will be shared with and accessible to each Relationship Group member and each authorized party of the grouped accounts. My Relationship Group may include more members and authorized parties than my Financial Planning Group. I understand that the members and authorized parties of my Relationship Group will be reflected on the account statements I receive from ▇▇▇▇▇▇ ▇▇▇▇▇ or, if I do not have an account at ▇▇▇▇▇▇ ▇▇▇▇▇, through separate correspondence I receive from ▇▇▇▇▇▇ ▇▇▇▇▇. . (ii) I further acknowledge that if individuals are added to my Planning Group, I will be required to execute a new ▇▇▇▇▇▇ ▇▇▇▇▇ Generations Financial Planning Authorization and Agreement Form (“Authorization and Agreement Form”) along with the other members of my Planning Group. In addition, I acknowledge that if an individual in my Planning Group becomes incapacitated or is deceased, my Branch Office the services provided to me under EJG Financial Planning Services will continue unless and until I notify ▇▇▇▇▇▇ ▇▇▇▇▇ of my desire to terminate the services. In other circumstances where an individual in my Planning Group will no longer receive Branch Office EJG Financial Planning ServicesPlanning, I understand I may be required to execute a new Authorization and Agreement Form in order to continue to receive the services.