Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 client.
Appears in 18 contracts
Samples: Discretionary Investment Advisory Agreement, Discretionary Investment Advisory Agreement, Discretionary Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 13 contracts
Samples: Non Discretionary Investment Advisory Agreement, Non Discretionary Investment Advisory Agreement, Non Discretionary Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISERADVISER via the application (“APP”) or website. ADVISER shall be permitted to rely upon instructions from either party with respect to the AssetsAssets that are jointly owned, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 4 contracts
Samples: Account Management Agreement, Investment Advisory Agreement, Account Management Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spousehusband and wife, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 4 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients CLIENTs (i.e. spousespouses, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientCLIENTs.
Appears in 3 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 3 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. i.e., spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the AssetsAssets that are jointly owned, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 2 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spousehusband and wife, life partners, etc.), ADVISER’s ADVISER‟s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 2 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISERADVISER via the application, desktop software or website. ADVISER shall be permitted to rely upon instructions from either party with respect to the AssetsAssets that are jointly owned, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 1 contract
Samples: Account Management Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients CLIENTs (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the Assets, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientCLIENTs.
Appears in 1 contract
Samples: Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER the ADVISOR and related clients (i.e. spouse, life partnershusband and wife, etc.), ADVISERADVISOR’s services shall be based upon the joint goals communicated to the ADVISERADVISOR. ADVISER ADVISOR shall be permitted to rely upon instructions from either party with respect to disposition of the Assetsassets or the Account, unless and until such reliance is revoked in writing to ADVISERthe ADVISOR. ADVISER The ADVISOR 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 clientclients.
Appears in 1 contract
Samples: Investment Advisory Agreement
Client Conflicts. If this Agreement is between ADVISER and related clients (i.e. spouse, life partners, etc.), ADVISER’s services shall be based upon the joint goals communicated to the ADVISER. ADVISER shall be permitted to rely upon instructions from either party with respect to the AssetsAssets that are jointly owned, unless and until such reliance is revoked in writing to ADVISER. ADVISER 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 clientclients.
Appears in 1 contract
Samples: Investment Advisory Agreement