Client Duties. Prior to signing this Agreement, the Client will complete an onboarding process in which they must provide Graybridge with information regarding their identity, financial status, and investment objectives (“Profile”). Graybridge’s investment recommendations will be influenced by the information in this Profile. It is essential that the Client provide truthful and accurate information as the suitability of Graybridge’s investment recommendations is contingent on it. It is also the Client’s responsibility to keep their Profile up to date to correctly reflect their current situation. This Agreement may be terminated by Graybridge based on the information in the Profile. The client commits to maintain a valid e-mail address in their Profile. Graybridge may cancel this Agreement if the Client fails to maintain a valid email address. The Client will be reminded monthly via email and in-app notifications to review their Profile and changes can be made using our Platform or can be submitted in writing.
Appears in 3 contracts
Samples: Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Client Duties. Prior to signing this Agreement, the Client will complete an onboarding process in which they must provide Graybridge with information regarding their identity, financial status, and investment objectives (“Profile”). GraybridgeXxxxxxxxxx’s investment recommendations will be influenced by the information in this Profile. It is essential that the Client provide truthful and accurate information as the suitability of GraybridgeXxxxxxxxxx’s investment recommendations is contingent on it. It is also the Client’s responsibility to keep their Profile up to date to correctly reflect their current situation. This Agreement may be terminated by Graybridge based on the information in the Profile. The client commits to maintain a valid e-mail address in their Profile. Graybridge may cancel this Agreement if the Client fails to maintain a valid email address. The Client will be reminded monthly via email and in-app notifications to review their Profile and changes can be made using our Platform or can be submitted in writing.
Appears in 1 contract
Samples: Advisory Agreement