Common use of Methods of Communication Clause in Contracts

Methods of Communication. Unless you advise us otherwise, we’ll communicate with you by any of the following means: our secure portal, e-mail, telephone, or face-to-face meeting. Please note, we’ll not be able to set up or operate your account efficiently and keep you up-to-date if you don’t provide us with a personal email address, which you’ll then need to remember to access regularly. Where we provide correspondence through our secure portal, the documents will be stored securely within the portal itself. Should you wish to have a local copy of your correspondence you’ll need to download the correspondence from the portal to your own computer. To help with resolving possible disputes as quickly and amicably as possible, we require you to give us instructions in writing, via our secure portal or via email, if you’re happy with the inherent vulnerability of this latter communication method. Our preferred method is via our secure portal. If you’re unable to communicate with us via one of these methods, please contact us to discuss if there’s an alternative. In any event, we can refuse your instructions at our discretion. From time to time we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this, we require your consent as detailed within our Information About Your Charity form and

Appears in 2 contracts

Samples: Client Agreement, Client Agreement

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Methods of Communication. Unless you advise us otherwise, we’ll communicate with you by any of the following means: our secure portal, e-mail, telephone, or face-to-face meeting. Please note, we’ll not be able to set up or operate your account efficiently and keep you up-to-date if you don’t provide us with a personal email address, which you’ll then need to remember to access regularly. Where we provide correspondence through our secure portal, the documents will be stored securely within the portal itself. Should you wish to have a local copy of your correspondence you’ll need to download the correspondence from the portal to your own computer. To help with resolving possible disputes as quickly and amicably as possible, we require you to give us instructions in writing, via our secure portal or via email, if you’re happy with the inherent vulnerability of this latter communication method. Our preferred method is via our secure portal. If you’re unable to communicate with us via one of these methods, please contact us to discuss if there’s an alternative. In any event, we can refuse your instructions at our discretion. From time to time time, we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this, we require your consent as detailed within our Information About Your Charity form andFinancial

Appears in 1 contract

Samples: Client Agreement

Methods of Communication. Unless you advise us otherwise, we’ll communicate with you by any of the following means: our secure portal, e-mail, telephone, or face-to-face meeting. Please note, we’ll not be able to set up or operate your account efficiently and keep you up-to-date if you don’t provide us with a personal email address, which you’ll then need to remember to access regularly. Where we provide correspondence through our secure portal, the documents will be stored securely within the portal itself. Should you wish to have a local copy of your correspondence you’ll need to download the correspondence from the portal to your own computer. To help with resolving possible disputes as quickly and amicably as possible, we require you to give us instructions in writing, via our secure portal or via email, if you’re happy with the inherent vulnerability of this latter communication method. Our preferred method is via our secure portal. If you’re unable to communicate with us via one of these methods, please contact us to discuss if there’s an alternative. In any event, we can refuse your instructions at our discretion. From time to time we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this, we require your consent as detailed within our Information About Your Charity form andFinancial

Appears in 1 contract

Samples: Client Agreement

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Methods of Communication. Unless you advise us otherwise, we’ll communicate with you by any of the following means: our secure portal, e-mail, telephone, or face-to-face meeting. Please note, we’ll not be able to set up or operate your account efficiently and keep you up-to-date if you don’t provide us with a personal email address, which you’ll then need to remember to access regularly. Where we provide correspondence through our secure portal, the documents will be stored securely within the portal itself. Should you wish to have a local copy of your correspondence you’ll need to download the correspondence from the portal to your own computer. To help with resolving possible disputes as quickly and amicably as possible, we require you to give us instructions in writing, via our secure portal or via email, if you’re happy with the inherent vulnerability of this latter communication method. Our preferred method is via our secure portal. If you’re unable to communicate with us via one of these methods, please contact us to discuss if there’s an alternative. In any event, we can refuse your instructions at our discretion. From time to time we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this, we require your consent as detailed within our Information About Your Charity form Financial Planning Questionnaire and

Appears in 1 contract

Samples: Client Agreement

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