Client Information and My Portfolio Objective Sample Clauses

Client Information and My Portfolio Objective. I agree to complete a client profile (“Client Profile”), which includes my goal or purpose for investing, risk tolerance(s) and investment time horizon(s), as well as other important financial information. Xxxxxx Xxxxx will rely, in part, on the information I provide in the Client Profile in order to recommend a portfolio objective for both my Account’s goal and my Account (“Portfolio Objective”). I represent that all information contained within the Client Profile is true and accurate. I agree to promptly notify Xxxxxx Xxxxx of any change in the information that I have provided in the Client Profile including, but not limited to my financial situation, investment objectives and/or risk tolerance. I may be required to complete a new Client Profile in order for Xxxxxx Xxxxx to recommend a modification of the Account Portfolio Objective for my Account after considering such change. Depending on several factors, potentially including my risk tolerance, time horizon, account size compared to investable assets within my goal, my Account’s goal’s portfolio objective, and, to the extent necessary, other investments associated with my Account goal established at Xxxxxx Xxxxx, I may be able to select an alternative Account Portfolio Objective for my Account. An alternative Portfolio Objective is not always available. I am responsible for selecting to invest in either a recommended Account Portfolio Objective or an alternative Account Portfolio Objective, if available. Once I have selected an Account Portfolio Objective, Xxxxxx Xxxxx will make recommendations to buy, hold, sell, or exchange investments to me based on the Account Portfolio Objective for my Account. Unless I have entered into an Xxxxxx Xxxxx investment advisory agreement that states otherwise, I will make all decisions with respect to my Account, and may follow or reject, in whole or in part, any recommendations made by Xxxxxx Xxxxx, including whether to change the Account Portfolio Objective for my Account.
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