Personal Capital definition
Examples of Personal Capital in a sentence
Personal Capital Advisors will have no liability for any loss that may arise due to or taking instructions from one spouse or requiring instructions from both spouses.
I also understand that unless I instruct Personal Capital Advisors otherwise, Personal Capital Advisors will hold Joint Accounts involving accounts of spouses in community property jurisdictions in the name of both spouses as community property.
I understand that I may revoke this LPOA at any time by providing Personal Capital Advisors with instructions to terminate the LPOA.
If this LPOA is terminated, I may have to create a separate Dashboard in order to facilitate my Personal Capital Advisors transactions.
In the event of a dissolution of my Household, all Accounts will continue to be managed as a Household unless I instruct Personal Capital Advisors otherwise.
Personal Capital Advisors will exercise the care and diligence that a person acting in a fiduciary capacity would use in similar circumstances.
Author has entered into a referral agreement with Personal Capital.
As part of its investment philosophy, Personal Capital Advisors may manage Accounts within the Household that share the same investment strategy as a consolidated total portfolio, where multiple Accounts are managed together for purposes of tax optimization and consolidated investment goals amongst the parties.
Personal Capital Advisors may assign this Agreement to its affiliates, successors, or assigns with my consent, which may take the form of “negative” consent where notice of an assignment is provided to you and no further action is required if you do not object to the assignment.
I further understand that if I do not want an Account to be included within the Household, for example, if it is an ERISA or ▇▇▇ Account (as defined in Section 4 below), I will notify Personal Capital Advisors and make sure it is not included under this Dashboard and will establish such an Account under a separate Dashboard.