Common use of Altruist as Agent of Advisor Clause in Contracts

Altruist as Agent of Advisor. Altruist will act as the limited agent of Advisor for the purposes of implementing Advisor’s Platform as follows, consistent with the specifications in Appendix A (The Platform): a. reflect Advisor’s configuration of Advisor’s Platform on the Client Dashboard; b. implement any Questionnaire currently in use; c. operate the Automated Investment Engine to engage in trading (including automatic rebalancing and, if applicable, tax-loss harvesting) for Clients’ Platform Accounts; and d. carry out the trade order management process.

Altruist as Agent of Advisor. Altruist will act as the limited agent of Advisor for the purposes of implementing Advisor’s the Platform as follows, consistent with the specifications in Appendix A (The Platform): a. A: i. reflect Advisor’s configuration of Advisor’s Platform on the Client Dashboard; b. implement any Questionnaire currently in use; c. operate the Automated Investment Engine to engage in trading (including automatic rebalancing and, if applicable, tax-loss harvesting) for Clients’ Platform Accounts; and d. carry out the trade order management process.