Common use of Advisor Responsibilities Clause in Contracts

Advisor Responsibilities. Altruist’s performance of the Services is subject to Advisor’s performance of the following tasks and functions: 2.1 Advisor shall provide Altruist with the list of its Authorized Persons on such form as Altruist may prescribe and shall promptly notify Altruist in writing of any changes to such list. Altruist shall be entitled to rely on such list until it receives written notice of a change. 2.2 Advisor shall designate in writing one of its Authorized Persons to be Advisor’s single point of contact for the designated Altruist service team via phone or email. If such single point of contact is to change, then Advisor will provide Altruist at least one business day’s written notice. 2.3 Advisor shall be solely responsible for the use and protection of its Platform Logins. Advisor shall provide invitations to the Platform only to Clients for whom it recommends the Platform. 2.4 Advisor shall be fully responsible for configuring the Platform, building custom models on the Platform, building custom portfolios on the Platform, and assigning custom models, custom portfolios, and Model Portfolios to Clients. 2.5 Advisor shall notify Clients of any modification or replacement of any Model Portfolio for the Client’s Account. Advisor shall notify Clients as to how to notify Advisor of any change in the Client’s investment objectives, financial situation or investment risk profile, which information shall be promptly updated on the Platform by Advisor. 2.6 Advisor shall review the Client and Platform Account activity and other information presented on the Advisor Dashboard on a timely basis and promptly take any actions called for by that information. Advisor shall immediately notify Altruist of any unauthorized, inaccurate or incomplete activity or other information, whether displayed on the Advisor Dashboard or the Client Dashboard, by contacting Altruist.

Advisor Responsibilities. Altruist’s performance of the Services is subject to Advisor’s performance of the following tasks and functions: 2.1 Advisor shall provide Altruist with the list of its Authorized Persons on such form as Altruist may prescribe and shall promptly notify Altruist in writing of any changes to such list. Altruist shall be entitled to rely on such list until it receives written notice of a change. 2.2 Advisor shall designate in writing one of its Authorized Persons to be Advisor’s single point of contact for the designated Altruist service team via phone or email. If such single point of contact is to change, then Advisor will provide Altruist at least one business day’s written notice. 2.3 Advisor shall be solely responsible for the use and protection of its Advisor Platform Logins. Advisor shall provide invitations to the Advisor’s Platform only to Clients for whom it recommends the Advisor’s Platform. 2.4 Advisor shall be fully responsible for configuring the Platform, building custom models on the Platform, building custom portfolios frameworks on the Platform, and assigning custom models, custom portfolios, and Model Portfolios models to Clients. 2.5 Advisor shall notify Clients of any modification or replacement of any Model the Portfolio for the Client’s Platform Account. Advisor shall notify Clients as to how to of the means by which Clients should notify Advisor of any change in the Client’s investment objectives, financial situation or investment risk profile, which information shall be promptly updated on the Platform by AdvisorPlatform. 2.6 Advisor shall review the Client and Platform Account activity and other information presented on the Advisor Dashboard on a timely basis and promptly take any actions called for by that information. Advisor shall immediately notify Altruist of any unauthorized, inaccurate or incomplete activity or other information, whether displayed on the Advisor Dashboard or the Client Dashboard, by contacting Altruist.

Advisor Responsibilities. Altruist’s performance of the Services is subject to Advisor’s performance of the following tasks and functions: 2.1 Advisor shall provide Altruist with the list of its Authorized Persons on such form as Altruist may prescribe and shall promptly notify Altruist in writing of any changes to such list. Altruist shall be entitled to rely on such list until it receives written notice of a change. 2.2 Advisor shall designate in writing one of its Authorized Persons to be Advisor’s single point of contact for the designated Altruist service team via phone or email. If such single point of contact is to change, then Advisor will provide Altruist at least one business day’s written notice. 2.3 Advisor shall be solely responsible for the use and protection of its Advisor Platform Logins. Advisor shall provide invitations to the Advisor Platform only to Clients for whom it recommends the Advisor’s Platform. 2.4 Advisor shall be fully responsible for configuring the Platform, building custom models on the Platform, building custom portfolios frameworks on the Platform, and assigning custom models, custom portfolios, and Model Portfolios models to Clients. 2.5 Advisor shall notify Clients of any modification or replacement of any Model the Portfolio for the Client’s Platform Account. Advisor shall notify Clients as to how to of the means by which Clients should notify Advisor of any change in the Client’s investment objectives, financial situation or investment risk profile, which information shall be promptly updated on the Platform conveyed by AdvisorAdvisor to Altruist. 2.6 Advisor shall review the Client and Platform Account activity and other information presented on the Advisor Dashboard on a timely basis and promptly take any actions called for by that information. Advisor shall immediately notify Altruist of any unauthorized, inaccurate or incomplete activity or other information, whether displayed on the Advisor Dashboard or the Client Dashboard, by contacting Altruist.