Client Conflicts. If this Agreement is between the Advisor and related clients (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 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 clients.
Appears in 3 contracts
Samples: boltonglobal.com, spanish.boltonglobal.com, boltonglobal.com
Client Conflicts. If this Agreement is between the Advisor Adviser and related clients (i.e. husband and wifespouse, life partners, etc.) the Advisor), Adviser’s services shall be based upon the joint goals communicated to the AdvisorAdviser. The Advisor Adviser shall be permitted to rely upon instructions from either party with respect to the disposition of the assets or the AccountAssets that are jointly owned, unless and until such reliance is revoked in writing to the AdvisorAdviser. The 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 clients.
Appears in 2 contracts
Samples: Investment Management Agreement, Investment Management Agreement
Client Conflicts. If this Agreement is between the Advisor and related clients the Clients (i.e. husband and wifespouse, life partners, 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 disposition of the assets or the AccountAssets that are jointly owned, 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 clientsthe Clients.
Appears in 2 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Advisor and related clients (i.e. husband and wife, life partners, 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 disposition of the assets or the Accountparty, 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 clientsthe Clients.
Appears in 2 contracts
Samples: admin.emeraldconnect.com, static.fmgsuite.com