Common use of Representations and Acknowledgments Clause in Contracts

Representations and Acknowledgments. 1. As stated in Section 4B, pursuant to the Family Representative agreement you have granted to Family Representative the full discretion to direct the trading in the account(s) on your behalf and you acknowledge that you will not have access to IBIE's electronic systems for placing orders for your account(s). The parties agree that only the Family Representative will have access to IBIE's electronic systems to conduct trading in your account(s). 2. If you have any questions or concerns regarding the account(s), you may contact IBIE Customer Service at ▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇ or by calling the toll free Customer Service number listed on IBIE's website at ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇. 3. The parties acknowledge that: 1. All claims, questions or disputes regarding IBIE's provision of brokerage services or regarding IBIE's execution of particular trades must be referred to IBIE; and 2. The Family Representative has no authority to resolve such claims or disputes on IBIE's behalf. 4. ALL CLAIMS OR DISPUTES REGARDING THE FAMILY REPRESENTATIVE'S ADMINISTRATION, MANAGEMENT OR ACTIONS (INCLUDING SPECIFIC CONDUCT, RECOMMENDATIONS, OR TRADES PLACED BY THE FAMILY REPRESENTATIVE) ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVE. IBIE IS NOT LIABLE FOR ANY SUCH CLAIMS AND DISPUTES AND YOU UNDERSTAND AND FULLY ACKNOWLEDGE THAT YOU CANNOT BRING A CLAIM AGAINST IBIE OR RECEIVE DAMAGES OR COMPENSATION OF ANY KIND FROM IBIE, INCLUDING CLAIMS FOR DIRECT, INDIRECT, COMPENSATORY, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE OR CONSEQUENTIAL DAMAGES SUCH CLAIMS AND DISPUTES REGARDING FAMILY REPRESENTATIVE'S ADMINISTRATION, MANAGEMENT OR ACTIONS. ALL CLAIMS OR DISPUTES BETWEEN YOU AND THE FAMILY REPRESENTATIVE ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVE.

Representations and Acknowledgments. 1. As stated in Section 4B5B, pursuant to the Family Representative advisory agreement you have granted to Family Representative Advisor the full discretion to direct the trading in the account(s) on your behalf and you acknowledge that you will not have access to IBIE's electronic systems for placing orders for your account(s). The parties agree that only the Family Representative Advisor, any sub-advisors, and their employees, agents and representatives will have access to IBIE's ’s electronic systems to conduct trading in your account(s). 2. If you have any questions or concerns regarding the account(s), you may contact IBIE Customer Service at ▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇ or by calling the toll free Customer Service number listed on IBIE's website at ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇. 3. The parties acknowledge that: 1. All claims, questions or disputes regarding IBIE's ’s provision of brokerage services or regarding IBIE's ’s execution of particular trades must be referred to IBIE; and 2. The Family Representative Advisor has no authority to resolve such claims or disputes on IBIE's ’s behalf. 4. ALL CLAIMS OR DISPUTES REGARDING THE FAMILY REPRESENTATIVE'S ADMINISTRATION, MANAGEMENT ADVISOR’S OR ANY SUB-ADVISOR’S SERVICES OR ACTIONS (INCLUDING SPECIFIC CONDUCT, ADVICE, RECOMMENDATIONS, OR TRADES PLACED BY THE FAMILY REPRESENTATIVEADVISOR OR FEES OWED) ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVEADVISOR. IBIE IS NOT LIABLE FOR ANY SUCH CLAIMS AND DISPUTES AND YOU UNDERSTAND AND FULLY ACKNOWLEDGE THAT YOU CANNOT BRING A CLAIM AGAINST IBIE OR RECEIVE DAMAGES OR COMPENSATION OF ANY KIND FROM IBIE, INCLUDING CLAIMS FOR DIRECT, INDIRECT, COMPENSATORY, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE OR CONSEQUENTIAL DAMAGES SUCH CLAIMS AND DISPUTES REGARDING FAMILY REPRESENTATIVE'S ADMINISTRATION, MANAGEMENT ADVISOR’S OR ANY SUB-ADVISOR’S SERVICES OR ACTIONS. ALL CLAIMS OR DISPUTES BETWEEN YOU AND REGARDING THE FAMILY REPRESENTATIVE FEES OWED TO ADVISOR ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVEADVISOR. IF YOU DISPUTE THE ADVISOR’S RECEIPT OF ANY FEES THAT IBIE HAS DEDUCTED FROM THE ACCOUNT(S) AND SENT TO THE ADVISOR, YOU UNDERSTAND THAT YOUR SOLE REMEDY IS AGAINST THE ADVISOR AND YOU AGREE NOT TO BRING ANY CLAIM AGAINST IBIE.

Representations and Acknowledgments. 1. A. As stated in Section 4B5B, pursuant to the Family Representative advisory agreement you have granted to Family Representative the Advisor the full discretion to direct the trading in the account(s) on your behalf and you acknowledge that you will not have access to IBIEIB's electronic systems for placing orders for your account(s). The parties agree that only the Family Representative Advisor, any sub-advisors, and their employees, agents and representatives will have access to IBIEIB's electronic systems to conduct trading in your account(s). 2. B. If you have any questions or concerns regarding the account(s), you may contact IBIE IB Customer Service at ▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇ or by calling the toll free Customer Service number listed on IBIE's website at ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇whose contact details are available here. 3. C. The parties acknowledge that: 1. i. All claims, questions or disputes regarding IBIEIB's provision of brokerage services or regarding IBIEIB's execution of particular trades must be referred to IBIEIB; and 2ii. The Family Representative Advisor has no authority to resolve such claims or disputes on IBIEIB's behalf. 4. D. ALL CLAIMS OR DISPUTES REGARDING THE FAMILY REPRESENTATIVEADVISOR'S ADMINISTRATION, MANAGEMENT OR ANY SUB-ADVISOR'S SERVICES OR ACTIONS (INCLUDING SPECIFIC CONDUCT, ADVICE, RECOMMENDATIONS, OR TRADES PLACED BY THE FAMILY REPRESENTATIVEADVISOR OR FEES OWED) ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVEADVISOR. IBIE IB IS NOT LIABLE FOR ANY SUCH CLAIMS AND DISPUTES AND YOU UNDERSTAND AND FULLY ACKNOWLEDGE THAT YOU CANNOT BRING A CLAIM AGAINST IBIE IB OR RECEIVE DAMAGES OR COMPENSATION OF ANY KIND FROM IBIEIB, INCLUDING CLAIMS FOR DIRECT, INDIRECT, COMPENSATORY, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE OR CONSEQUENTIAL DAMAGES SUCH CLAIMS AND DISPUTES REGARDING FAMILY REPRESENTATIVETHE ADVISOR'S ADMINISTRATION, MANAGEMENT OR ANY SUB-ADVISOR'S SERVICES OR ACTIONS. ALL CLAIMS OR DISPUTES BETWEEN YOU AND REGARDING THE FAMILY REPRESENTATIVE FEES OWED TO ADVISOR ARE SOLELY BETWEEN YOU AND THE FAMILY REPRESENTATIVEADVISOR. IF YOU DISPUTE THE ADVISOR'S RECEIPT OF ANY FEES THAT IB HAS DEDUCTED FROM THE ACCOUNT(S) AND SENT TO THE ADVISOR, YOU UNDERSTAND THAT YOUR SOLE REMEDY IS AGAINST THE ADVISOR AND YOU AGREE NOT TO BRING ANY CLAIM AGAINST IB.