Client Conflicts. If this Agreement is between the Advisor and related Clients (i.e., husband and wife, etc.), Advisor’s services shall be based upon the joint goals communicated to the Advisor. Advisor shall be permitted to rely upon instructions from either party with respect to the Account(s), unless and until such reliance is revoked in writing to Advisor. 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 Clients.
Appears in 5 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Advisor and related Clients clients (i.e., i.e. husband and wife, etc.), ) the Advisor’s services shall be based upon the joint goals communicated to the Advisor. The Advisor shall be permitted to rely upon instructions from either party with respect to the Account(s)disposition of the assets or the Account, unless and until such reliance is revoked in writing to the Advisor. 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 Clientsclients.
Appears in 3 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Advisor and related Clients clients (i.e., i.e. husband and wife, life partners, etc.), Advisor’s services shall be based upon the joint goals communicated to the Advisor. Advisor shall be permitted to rely upon instructions from either party with respect to the Account(s)party, unless and until such reliance is revoked in writing to Advisor. 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 Clients.
Appears in 2 contracts
Samples: Financial Planning and Consulting Agreement, Financial Planning and Consulting Agreement
Client Conflicts. If this Agreement is between the Advisor Adviser and related Clients clients (i.e.i.e. spouse, husband and wifelife partners, etc.), AdvisorAdviser’s services shall be based upon the joint goals communicated to the AdvisorAdviser. Advisor Adviser shall be permitted to rely upon instructions from either party with respect to the Account(s)Assets that are jointly owned, unless and until such reliance is revoked in writing to AdvisorAdviser. Advisor 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 Clientsclients.
Appears in 2 contracts
Samples: Investment Management Agreement, Investment Management Agreement
Client Conflicts. If this Agreement is between the Advisor and related Clients (i.e., i.e. husband and wife, etc.), Advisor’s services shall be based upon the joint goals communicated to the Advisor. Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Account(s)Assets or the Account, unless and until such reliance is revoked in writing to the Advisor. 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 Clients.
Appears in 2 contracts
Samples: Discretionary Investment Advisory Agreement, Client Services Agreement
Client Conflicts. If this Agreement is between the Advisor and related Clients (i.e., i.e. husband and wife, life partners, etc.), Advisor’s services shall be based upon the joint goals communicated to the Advisor. Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Account(s)Assets, unless and until such reliance is revoked in writing to the Advisor. 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 Clients.
Appears in 1 contract
