Common use of Assets Held Outside of Xxxxxx Xxxxx Clause in Contracts

Assets Held Outside of Xxxxxx Xxxxx. Xxxxxx Xxxxx may, as I request, permit information concerning assets and liabilities not held with Xxxxxx Xxxxx to be reflected on certain reports relating to my Account. I acknowledge the information provided by Xxxxxx Xxxxx for such assets and liabilities is based solely upon information provided by me or third parties, and Xxxxxx Xxxxx is not responsible for its completeness or accuracy. The reflection of such assets and liabilities on reports relating to my Account in no way represents an affirmation by Xxxxxx Xxxxx that I in fact own such assets or have such liabilities. I understand that Xxxxxx Xxxxx may, but is under no obligation to, consider assets and liabilities not held with Xxxxxx Xxxxx when providing investment advice to me.

Appears in 13 contracts

Samples: Client Services Agreement, Account Client Services Agreement, Models Client Services Agreement

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Assets Held Outside of Xxxxxx Xxxxx. Xxxxxx Xxxxx may, as I request, permit information concerning assets and liabilities not held with Xxxxxx Xxxxx to be reflected on certain reports relating to my Account. I acknowledge the information provided by Xxxxxx Xxxxx for such assets and liabilities is based solely upon information provided by me or third parties, and Xxxxxx Xxxxx is not responsible for its completeness or accuracy. The reflection of such assets and liabilities on reports relating to my Account in no way represents an affirmation by Xxxxxx Xxxxx that I in fact own such assets or have such liabilities. I understand that Xxxxxx Xxxxx may, but is under no obligation to, consider assets and liabilities not held with Xxxxxx Xxxxx when providing investment advice recommendations to me.

Appears in 8 contracts

Samples: Edward Jones Select Retirement Account Client Services Agreement, Retirement Account Custodial Agreement, Retirement Account Client Services Agreement

Assets Held Outside of Xxxxxx Xxxxx. Xxxxxx Xxxxx may, as I request, permit information concerning assets and liabilities not held with Xxxxxx Xxxxx to be reflected on certain reports relating to my AccountAccount . I acknowledge the information provided by Xxxxxx Xxxxx for such assets and liabilities is based solely upon information provided by me or third parties, and Xxxxxx Xxxxx is not responsible for its completeness or accuracy. The reflection of such assets and liabilities on reports relating to my Account in no way represents an affirmation by Xxxxxx Xxxxx that I in fact own such assets or have such liabilities. I understand that Xxxxxx Xxxxx may, but is under no obligation to, consider assets and liabilities not held with Xxxxxx Xxxxx when providing investment advice recommendations to me.

Appears in 2 contracts

Samples: Edward Jones Retirement Account Agreement, Edward Jones Retirement Account Agreement

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Assets Held Outside of Xxxxxx Xxxxx. Xxxxxx Xxxxx may, as I request, permit information concerning assets and liabilities not held with Xxxxxx Xxxxx to be reflected on certain reports relating to of my Accountaccount. I acknowledge the information provided by Xxxxxx Xxxxx for such assets and liabilities is based solely upon information provided by me or third parties, and Xxxxxx Xxxxx is not responsible for its completeness or accuracy. The reflection of such assets and liabilities on reports relating to my Account statement in no way represents an affirmation by Xxxxxx Xxxxx that I in fact own such assets or have such liabilities. I understand that Xxxxxx Xxxxx may, but is under no obligation to, consider assets and liabilities not held with Xxxxxx Xxxxx when providing investment advice to me.

Appears in 1 contract

Samples: Edward Jones Account Agreement

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