Legal and Accounting Services. It is understood and agreed that Advisor and its employees are not qualified to and will not render any legal or accounting advice nor prepare any legal or accounting documents for the implementation of Client’s financial and investment plans. Client agrees that his personal attorney and/or accountant solely shall be responsible for the rendering and/or preparation of the following: (1) all legal and accounting advice; (2) all legal and accounting opinions and determinations; and (3) all legal and accounting documents.
Appears in 4 contracts
Samples: Financial Planning Advisory Agreement, Financial Planning Advisory Agreement, Financial Planning Advisory Agreement
Legal and Accounting Services. It is understood and agreed that Advisor and its employees representatives are not qualified to and will not render provide any legal or accounting advice nor prepare any legal or accounting documents for the implementation of Client’s financial and investment plans. Client agrees that his Client’s personal attorney and/or accountant solely shall be responsible for the rendering and/or preparation of the following: (1i) all legal and accounting advice; (2ii) all legal and accounting opinions and determinations; and (3iii) all legal and documents. To the extent the Advisor’s representatives are qualified to do so, they may perform accounting documentsfunctions through Advisor’s affiliate accounting firm.
Appears in 3 contracts
Samples: Hourly Investment Counseling Agreement, Hourly Investment Counseling Agreement, Hourly Investment Counseling Agreement
Legal and Accounting Services. It is understood and agreed that Advisor and its employees are not qualified to and will not render any legal or accounting advice nor prepare any legal or accounting documents for the implementation of Client’s financial and investment plansplan. Client agrees that his his/her personal attorney and/or accountant solely shall be responsible for the rendering and/or preparation of the following: (1i) all legal and accounting advice; (2ii) all legal and accounting opinions and determinations; and (3iii) all legal and accounting documents.
Appears in 2 contracts
Samples: Financial Planning Agreement, Investment Advisory Agreement
Legal and Accounting Services. It is understood and agreed that Advisor Adviser and its employees are not qualified to and will not render any legal or accounting advice nor prepare any legal or accounting documents for the implementation of Client’s financial and investment plansplan. Client agrees that his his/her personal attorney and/or accountant solely shall be responsible for the rendering and/or preparation of the following: (1i) all legal and accounting advice; (2ii) all legal and accounting opinions and determinations; and (3iii) all legal and accounting documents.
Appears in 2 contracts
Samples: Financial Financial Planning Agreement, Financial Planning Agreement
Legal and Accounting Services. It is understood and agreed that Advisor and its employees are is not qualified to and will not render any legal or accounting advice nor prepare any legal or accounting documents for the implementation of Client’s 's financial and investment plansplan. Client agrees that his personal attorney and/or accountant solely shall be solely responsible for the rendering and/or preparation of the following: (1i) all legal and accounting advice; (2ii) all legal and accounting opinions and determinations; determinations and (3iii) all legal and accounting documents.
Appears in 1 contract
Samples: Hourly Services Agreement
Legal and Accounting Services. It is understood and agreed that the Advisor and its employees are not qualified to and will not render any legal or accounting advice nor prepare any legal or legal/accounting documents for the implementation of the Client’s financial and investment plans. The Client agrees that his personal attorney and/or accountant solely shall be responsible for the rendering and/or preparation of the following: , (1) all legal and accounting advice; , (2) all legal and accounting opinions and determinations; , and (3) all legal and accounting documents.
Appears in 1 contract
Samples: Financial Advisory Agreement
