Definition of Excluded Client


Excluded Client means, subject to the general rules under the definition of Client, at any particular time of determination, any Person who is a member of an Employee's Immediate Family (or any investment account of which the Employee and/or members of the Employee's Immediate Family are the sole beneficial owners).

Examples of Excluded Client in a sentence

On expiration or termination of this Agreement for any reason, the Authorised Representative will not, and will procure that any Sub-Authorised Representative who remains associated with it will not, contact any Excluded Client in an attempt to provide Financial Services for a period of one year.