Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, on the investment objective of the Account and of any changes or modifications therein as well as any specific investment restrictions.
Appears in 11 contracts
Samples: Investment Advisory Agreement, bam.globalinvest.us, www.bradescoinvest.us
Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, Adviser on the investment objective of the Account and of any changes or modifications therein as well as any specific investment restrictions.
Appears in 1 contract
Samples: Investment Advisory Agreement
Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, Adviser on the investment objective of the Account and of any changes or modifications therein as well as any specific equity investment restrictions.
Appears in 1 contract
Samples: www.intelliwealth.net
