Common use of Review of Accounts Clause in Contracts

Review of Accounts. All accounts are also reviewed on a monthly basis by Xxxxxx Xxxxxxx, President and CIO to be certain that accounts are being invested according to investment objectives and any restrictions placed on the accounts. Clients will receive statements from their custodians on a monthly or quarterly basis, which will contain an account summary, an account transactions detail and contribution and withdrawals detail.

Review of Accounts. All accounts are also reviewed on a monthly basis by Xxxxxx Xxxxxxx, President and CIO CIO, to be certain that accounts are being invested according to their respective investment objectives and any restrictions placed on the accounts. Clients will receive statements from their custodians on a monthly or quarterly basis, which will contain an account summary, an account transactions detail and contribution and withdrawals detail.