Common use of Information and Instructions Provided by You Clause in Contracts

Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor. You certify to Sponsor and Envestnet that you have completely and accurately provided information regarding your financial condition and investment objectives. You acknowledge and agree that Sponsor and Envestnet base their recommendations and decisions for you based on information that you provided and that Sponsor, Envestnet and any Strategist retained by Envestnet may rely on such information. You agree to inform Sponsor promptly in writing of any change in your Client Information, and/or other information in the Application. Sponsor will inform Envestnet, as applicable, promptly of any material change in your Client Information. You further agree to notify Sponsor if your financial condition and/or investment objectives change. You understand that your failure to provide Sponsor with current, accurate information could adversely affect Sponsor’s and/ or Envestnet’s ability to effectively allocate your assets within the Program. If more than one asset allocation is selected, you agree to establish and maintain a separate account for each asset allocation along with a Master Funding Account (“Master Funding Account”) collectively, the Accounts (“Accounts”).

Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor. You certify to Sponsor and Envestnet that you have completely and accurately provided information regarding your financial condition and investment objectives. You acknowledge and agree that Sponsor and Envestnet base their recommendations and decisions for you based on information that you provided and that Sponsor, Envestnet and any Strategist Envestnet Managers retained by Envestnet may rely on such information. You agree to inform Sponsor promptly in writing of any change in your Client Information, Information and/or other information in the Application. Sponsor will inform Envestnet, as applicable, promptly of any material change in your Client Information. You further agree to notify Sponsor if your financial condition and/or investment objectives change. You understand that your failure to provide Sponsor with current, accurate information could adversely affect Sponsor’s and/ or and/or Envestnet’s ability to effectively allocate your assets within the Program. If more than one Based on the asset allocation is selected, you You agree to establish and maintain a separate account for each asset allocation separately managed account, a separate account for any mutual funds and/or ETFs, along with a Master Funding Account (“Master Funding Account”) collectively, the Accounts (“Accounts”).

Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor. You certify to Sponsor and Envestnet that you have completely and accurately provided information regarding your financial condition and investment objectives. You acknowledge and agree that Sponsor and Envestnet base their recommendations and decisions for you based on information that you provided and that Sponsor, Envestnet and any Strategist retained by Envestnet may rely on such information. You agree to inform Sponsor Xxxxxxx promptly in writing of any change in to your Client Information, and/or other information in the Application. Sponsor will inform Envestnet, as applicable, promptly of any applicable material change in your Client Information. You further agree to notify Sponsor if your financial condition and/or investment objectives change. You understand that your failure to provide Sponsor with current, accurate information could adversely affect Sponsor’s and/ or and/or Envestnet’s ability to effectively allocate your assets within the Program. If more than one asset allocation is selected, you agree to establish and maintain a separate account for each asset allocation along with a Master Funding Account (“Master Funding Account”) collectively, the Accounts (“Accounts”).

Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor. You certify to Sponsor and Envestnet that you have completely and accurately provided information regarding your financial condition and investment objectives. You acknowledge and agree that Sponsor and Envestnet base their recommendations and decisions for you based on information that you provided and that Sponsor, Envestnet and any Strategist Envestnet Managers retained by Envestnet may rely on such information. You agree to inform Sponsor promptly in writing of any change in to your Client Information, and/or other information in the Application. Sponsor will inform Envestnet, as applicable, promptly of any applicable material change in your Client Information. You further agree to notify Sponsor if your financial condition and/or investment objectives change. You understand that your failure to provide Sponsor with current, accurate information could adversely affect Sponsor’s and/ or and/or Envestnet’s ability to effectively allocate your assets within the Program. If more than one Based on the asset allocation is selected, you You agree to establish and maintain a separate account for each asset allocation separately managed account, a separate account for any mutual funds and/or ETFs, along with a Master Funding Account (“Master Funding Account”) collectively, the Accounts (“Accounts”).