Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 6 contracts
Samples: Investment Management Agreement, Discretionary Investment Management Agreement, Portfolio Management Agreement
Client Conflicts. If this Agreement is between Adviser the Advisor and related Clients (i.e. married couplei.e., husband and wife, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the AssetsAccount(s), unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 5 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 4 contracts
Samples: Investment Advisory Agreement, Regular Discretionary Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s services shall be based upon the joint goals communicated to the Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assetsservices provided hereunder, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients. Client acknowledges and understands that Adviser cannot and will not treat information provided by either party as confidential from the other related party.
Appears in 2 contracts
Samples: Financial Planning Agreement, Financial Planning Agreement
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients (i.e. married couplehusband and wife, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Samples: application.choicetrade.com, Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Account Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Samples: Investment Management Agreement, Investment Management Agreement
Client Conflicts. If this Agreement is between Adviser the Advisor and related Clients (i.e. married couplehusband and wife, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the AssetsAssets or the Account, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Samples: Discretionary Investment Advisory Agreement, Choice Sma Program
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients clients (i.e. married couplehusband and wife, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.clients. initial here
Appears in 1 contract
Samples: Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. , and Adviser shall be permitted to may rely upon on instructions from either party with respect to disposition of the Assets, unless and until such reliance Adviser is revoked notified in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.otherwise
Appears in 1 contract
Samples: www.paullemon.com
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients (i.e. married couplee.g., husband and wife, life partners, etc.), AdviserAdvisor’s services shall will be based upon on the joint goals communicated to Adviserthe Advisor. Adviser shall Advisor will be permitted permit- xxx to rely upon on instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser shall Advisor will not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Samples: Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser the Advisor and related Clients (i.e. married couplehusband and wife, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients clients (i.e. married couplespouse, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to AdviserAdvisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clientsclients.
Appears in 1 contract
Samples: Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clientsclients.
Appears in 1 contract
Samples: delanceywealth.com
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. , and Adviser shall be permitted to may rely upon on instructions from either party with respect to disposition of the Assets, unless and until such reliance Adviser is revoked notified in writing to otherwise Privacy Notice. The Client acknowledges prior receipt of the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients’s Privacy Notice.
Appears in 1 contract
Samples: www.paullemon.com