Investment Objectives and Limitations. Client agrees to provide Chelsea with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Chelsea will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Chelsea, all data and information that Chelsea may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Chelsea promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Chelsea promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
Investment Objectives and Limitations. Client agrees to provide Xxxxxxx with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Xxxxxxx will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Xxxxxxx, all data and information that Xxxxxxx may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Xxxxxxx promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Xxxxxxx promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
Investment Objectives and Limitations. Client agrees to provide, and/or instruct Broker and Custodian to provide, GBM Wealth Management with information that may include, among other and upon GBM Wealth Management’s request at any time, a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Profile”). Client understands, acknowledges and represents it is aware that GBM Wealth Management will rely on the information contained in the Client Profile in managing the Assets in the Account. Client agrees to promptly furnish to GBM Wealth Management, all data and information GBM Wealth Management may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to GBM Wealth Management hereunder, and to this end, Client will promptly advise GBM Wealth Management of (i) any changes or modifications to Client's objectives or the Client Profile, and (ii) any specific investment restrictions relating to the Client Account.
Investment Objectives and Limitations. The Account shall be managed in accordance with the investment objective(s) and guidelines set forth on Attachment A hereto (the “Investment Guidelines”) acknowledging that Manager shall be allowed a reasonable period of time to achieve compliance with the Investment Guidelines after initial funding or in the event of large contributions to or withdrawals from the Account. It shall be Client’s responsibility to advise Manager in a timely fashion in writing of any changes in the Investment Guidelines applicable to the Account as they may occur. The inception date for performance calculations for the Account will be November 30, 2007. The performance record for the Account shall continue to include the performance record for the Account as managed by Manager under a prior expired investment management agreement (expiration date June 30, 2020).
Investment Objectives and Limitations. Client agrees to provide Compass Financial with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Information”). Client understands, acknowledges and represents that it is aware that Compass Financial will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Compass Financial, all data and information Compass Financial may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to Compass Financial under this Agreement. To this end, Client will advise Compass Financial promptly of (i) any changes or modifications to Client's objectives; and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Compass Financial promptly, in writing, if Client considers any investments recommended or made for the Account or any Client Account to violate such objectives or restrictions.
Investment Objectives and Limitations
