Implementation and Documentation. We will act between the relevant provider on your behalf and arrange for all recommended products to be implemented and registered in your name(s) unless you instruct us otherwise in writing. We will forward all documents showing ownership of your investments or policies to you as soon as practicable after we receive them. Where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them to you.
Appears in 3 contracts
Sources: Client Agreement, Client Agreement, Client Agreement