Common use of Scope of Engagement Clause in Contracts

Scope of Engagement. You hereby appoint us as your investment adviser to perform the services herein described and we accept such appointment under the terms and conditions stated. We shall be responsible for the investment and reinvestment of those assets that you designate to be subject to our management (the “Assets” or “Account(s)”) in accordance with the Investment Program set forth in Section 2. You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short-term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee. We are not authorized to receive and vote proxies on issues held in the Account[s] and receive annual reports. Unless otherwise specifically and expressly indicated in this Agreement, you acknowledge and understand that the service to be provided by us under this Agreement is limited to the management of the Assets in accordance with the Investment Program and does not include financial planning or any other services. Undertaking any services not specifically within the Investment Program is at our sole discretion, and on a best-efforts basis only.

Scope of Engagement. You hereby appoint us as your investment adviser to perform the services herein described and we accept such appointment under the terms and conditions stated. We shall be responsible for the investment and reinvestment of those assets that you designate to be subject to our management (the “Assets” or “Account(s)”) in accordance with the Investment Program set forth in Section 2. You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short-short- term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee. We are not authorized to receive and vote proxies on issues held in the Account[s] and receive annual reports. Unless otherwise specifically and expressly indicated in this Agreement, you acknowledge and understand that the service to be provided by us under this Agreement is limited to the management of the Assets in accordance with the Investment Program and does not include financial planning or any other services. Undertaking any services not specifically within the Investment Program is at our sole discretion, and on a best-efforts basis only.

Scope of Engagement. You hereby appoint us as your investment adviser to perform the services herein described and we accept such appointment under the terms and conditions stated. We shall be responsible for the investment and reinvestment of those assets that you designate to be subject to our management (the “Assets” or “Account(s)”) in accordance with the Investment Program set forth in Section 2. You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short-term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee. We are not authorized to receive and vote proxies on issues held in the Account[s] and receive annual reports. Unless otherwise specifically and expressly indicated in this Agreement, you acknowledge and understand that the service to be provided by us under this Agreement is limited to the management of the Assets in accordance with the Investment Program and does not include financial planning or any other services. Undertaking any services not specifically within the Investment Program is at our sole discretion, and on a best-efforts basis only.

Scope of Engagement. You hereby appoint us as your investment adviser to perform the services herein described and we accept such appointment under the terms and conditions stated. We shall be responsible for the investment and reinvestment of those assets that you designate to be subject to our management (the “Assets” or “Account(s)”) in accordance with the Investment Program set forth in Section 2. You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short-term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee. We are not authorized to receive and vote proxies on issues held in the Account[s] and receive annual reports. Unless otherwise specifically and expressly indicated in this Agreement, you acknowledge and understand that the service services to be provided by us under this Agreement is are limited to the management of the Assets in accordance with the Investment Program and does do not include financial planning or any other services. Undertaking any We will seek to determine that the investment program you select is appropriate for you based on the responses you provide to the questionnaire which is enclosed as Exhibit B. If we believe, based on your responses to our questionnaire, that our investment program is not appropriate for you, we will not provide services not specifically within the Investment Program is at to your account. Except for our sole discretionsuitability determination, and on a bestalgorithmic trade execution and tax-efforts basis onlyloss harvesting which is account specific, our investment advice is not personalized unless we specifically agree otherwise in writing.

Scope of Engagement. You hereby appoint us as your investment adviser to perform the services herein described and we accept such appointment under the terms and conditions stated. We shall be responsible for the investment and reinvestment of those assets that you designate to be subject to our management (the “Assets” or “Account(s)”) in accordance with the Investment Program set forth in Section 2. You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short-term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee. We are not authorized to receive and vote proxies on issues held in the Account[s] and receive annual reports. Unless otherwise specifically and expressly indicated in this Agreement, you acknowledge and understand that the service to be provided by us under this Agreement is limited to the management of the Assets in accordance with the Investment Program and does not include financial planning or any other services. Undertaking any services not specifically within the Investment Program is at our sole discretion, and on a best-efforts basis only.. _______________________________________________