Client Conflicts. If this Agreement is between Advisor and related Clients (i.e. husband and wife, life partners, etc.), Advisor’s services shall be based upon the joint goals communicated to Advisor. Advisor is specifically granted permission by each party to discuss the Assets including any individually titled accounts with the other party, unless those accounts are specifically excluded from this permission. Advisor 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 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 Clients.
Appears in 4 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
