OTHER INFORMATION AND SERVICES Clause Samples
The "Other Information and Services" clause defines the parties' rights and obligations regarding additional information or services that may be provided outside the main scope of the agreement. This clause typically covers situations where one party may offer supplementary data, resources, or support services that are not explicitly detailed elsewhere in the contract. For example, it might address access to technical documentation, training, or ancillary consulting services. Its core function is to clarify the handling and limitations of such extra offerings, ensuring both parties understand what is included and preventing misunderstandings about the extent of contractual commitments.
OTHER INFORMATION AND SERVICES. Client acknowledges that Client has completed the Account Application. At least annually, Introducing Firm will contact Client and request current information about Client to determine whether there have been any changes in the information provided in the Account Application. Client agrees to inform Introducing Firm in writing of any material change in the information included in the Account Application or otherwise in Client's financial circumstances that might affect the manner in which Client's assets should be invested. Client may contact Introducing Firm during normal business hours to consult with Introducing Firm concerning the management of the Account.
OTHER INFORMATION AND SERVICES. Client acknowledges that Client has completed the Client Profile. At least annually, Introducing Firm will contact Client and request current information about Client to determine whether there have been any changes in the information provided in the Client Profile. Client agrees to inform Introducing Firm in writing of any material change in the information included in the Client Profile or otherwise in Client's financial circumstances which might affect the manner in which Client's assets should be invested. Client may contact Introducing Firm during normal business hours to consult with Introducing Firm concerning the management of Client's Account(s). Clearing Agent, on behalf of Introducing Firm, will send confirmations of transactions in the Account(s) and periodic Account statements, except that Clearing Agent, on behalf of Introducing Firm, may furnish periodic statements of Account activity in lieu of transaction-by-transaction confirmations to the extent and in the manner permitted by Rule 10b-10 under the Securities Exchange Act of 1934, as amended. Client understands that Masters Manager will continue to receive trade-by-trade confirmations and may also receive daily transactional information electronically, unless Client otherwise instructs Introducing Firm. Client's election to receive a periodic statement of Account activity in lieu of transaction-by-transaction confirmations is not a condition to entering into or continuing participation in the Service and Client will not pay a different fee based on the decision to waive receipt of confirmations. Client may request, at no additional cost to Client, transaction confirmations for any transaction at any time and may rescind this waiver at any time at no additional cost. A performance monitoring report will also be provided to Client quarterly to assist in Client's monitoring and evaluation of each Account's performance. Client agrees to review this material and report any discrepancies to Introducing Firm as soon as possible. The performance monitoring report will include a reminder to Client to contact Introducing Firm if there are any changes in Client's financial situation or other information included in the Client Profile and will also disclose a method by which Client may make such contact.