Client Conflicts. If this Agreement is with more than one client, our Services shall be based upon the joint goals as communicated to us by the Clients, collectively. We shall be permitted to rely upon instructions and/or information we receive from either party, unless and until such reliance is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clients.
Appears in 15 contracts
Samples: Financial Planning Agreement, Advisory Client Agreement, Advisory Client Agreement
Client Conflicts. If this Agreement is with more than one client, our Services services shall be based upon the joint goals as communicated to us by the Clientsjoint-clients, collectively. We shall be permitted Thereafter, we are authorized to rely upon instructions and/or information we receive from either partyjoint-client, unless and until such reliance authorization is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsthe joint-clients.
Appears in 14 contracts
Samples: Investment Management Agreement, Financial Planning Agreement, Financial Planning Agreement
Client Conflicts. If this Agreement is with more than one client, our Services services shall be based upon the joint goals as communicated to us by the Clientsjoint-clients, collectively. We shall be permitted Thereafter, we are authorized to rely upon instructions and/or information we receive from either partyjoint-client, unless and until such reliance authorization is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsthe joint- clients.
Appears in 8 contracts
Samples: Investment Management Agreement, Discretionary Investment Management Agreement, Discretionary Investment Management Agreement
Client Conflicts. If this Agreement is with more than one clientbetween our firm and related clients (i.e., husband and wife, etc.), our Services services shall be based upon the joint goals as communicated to us by the Clients, collectivelyus. We shall be permitted to rely upon instructions and/or information we receive from either partyparty with respect to disposition of the Assets or the Account, unless and until such reliance is revoked in writing to usour firm. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsthe clients.
Appears in 5 contracts
Samples: Asset Management Agreement, Asset Management Agreement, Asset Management Agreement
Client Conflicts. If this Agreement is with more than one clientbetween our firm and related clients (i.e. husband and wife, etc.), our Services services shall be based upon the joint goals as communicated to us by the Clients, collectivelyus. We shall be permitted to rely upon instructions and/or information we receive from either partyparty with respect to disposition of the Assets or the Account, unless and until such reliance is revoked in writing to usour firm. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsthe clients.
Appears in 3 contracts
Samples: Asset Management Agreement, Asset Management Agreement, Asset Management Agreement
Client Conflicts. If this Agreement is with more than one client, our Services shall be based upon the joint goals as communicated to us by the ClientsClient(s), collectively. We shall be permitted to rely upon instructions and/or information we receive from either party, unless and until such reliance is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clients.
Appears in 2 contracts
Samples: Financial Planning & Consulting Agreement, Financial Planning & Consulting Agreement
Client Conflicts. If this Agreement is with more than one client, our Services services shall be based upon the joint goals as communicated to us by the Clientsjoint-clients, collectively. We shall be permitted Thereafter, we are authorized to rely upon instructions and/or information we receive from either party, unless and until such reliance authorization is revoked in writing to us. We shall not be responsible for any claims or damages resulting from reliance on such reliance authority or from any change in the status of the relationship between Clientsthe joint-clients.
Appears in 2 contracts
Samples: Discretionary Investment Management Agreement, Discretionary Investment Management Agreement
Client Conflicts. If this Agreement is with more than one clientbetween our firm and related Clients (i.e. husband and wife, etc.), our Services services shall be based upon the joint goals as communicated to us by the Clients, collectivelyus. We shall be permitted to rely upon instructions and/or information we receive from either partyparty with respect to disposition of the Assets or the Account, unless and until such reliance is revoked in writing to usour firm. We 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: Comprehensive Financial Management Agreement, Comprehensive Portfolio Management Agreement
Client Conflicts. If this Agreement is with more than one client, our Services shall be based upon the joint goals as communicated to us by the Clientsyou, collectively. We shall be permitted to rely upon instructions and/or information we receive from either party, unless and until such reliance is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsyou.
Appears in 2 contracts
Samples: Prosperity Pathway Agreement, Financial Consulting Agreement
Client Conflicts. If this Agreement is with more than one individual client, our Services services shall be based upon the joint goals as communicated to us by the Clientsclients, collectively. We shall be permitted to rely upon instructions and/or information we receive from either party, unless and until such reliance is revoked in writing to us. We shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between Clientsclients.
Appears in 1 contract
Samples: Investment Management Agreement