Advisory Program definition

Advisory Program means any investment advisory program currently offered by your RIA under the advisory terms of this Agreement. (See

Advisory Program means any investment advisory program currently offered by your RIA under the advisory terms of this Agreement. (See Terms and Conditions of Your Advisory Program Accounts.)

Advisory Program means any investment advisory program currently offered by WFA and any investment advisory program WFA may create or offer in the future, in each case that is governed by the Advisers Act. “Advisory Program Account” means an Account that is governed by this Agreement.

Examples of Advisory Program in a sentence

• A list of the Advisory Programs that are available and the corresponding Program Features for each Advisory Program are available to you at any time by contacting your financial professional.

• This means that your signature to this Agreement also serves as your agreement to be bound by all of the terms of the specific Program Features, including the fee schedule, for each specific Advisory Program shown on any confirmation letter we may provide to you.

• When you open an Advisory Program Account, we will provide you with relevant Program Features and Disclosure Documents that apply to the specific Advisory Program that you selected.

• The Program Features are part of the Agreement and set forth additional terms and conditions applicable to the Advisory Program Account.

• XXX has entered into an agreement with Xxxxx Fargo Clearing Services, LLC (“WFCS”) under which WFCS has agreed to provide certain advisory and/or other services to RIA with respect to the Advisory Program Accounts.

• Based on your selection, delivery of the specific Program Features, which includes the advisory fees you will be charged for the Advisory Program, will serve to confirm your direction to retain RIA and/or the Sub-Advisor you have selected to manage your Advisory Program Account on a discretionary or non- discretionary basis in accordance with the terms of this Agreement.

• References to the RIA shall include any affiliated Introducing Firm, with respect to the services provided to Advisory Program Accounts hereunder.

• We may permit you, at our sole discretion, to move to certain Advisory Programs or change Sub-Advisors and/or target allocations without the need to open a new Advisory Program Account or sign a new Agreement.

• In such event, we will send you a confirmation letter reflecting your selection of the new Advisory Program.

• WFA will enter into agreements with sub- advisors from time to time under which the sub-advisors agree to manage, or provide model portfolios that WFA relies on to manage, the Advisory Program Accounts.