Common use of Client Representations Clause in Contracts

Client Representations. You represent to Xxxx Financial Consulting, LLC the following and understand and agree that CFC is relying on these representations as an inducement to enter into this Agreement: • You agree that you will provide CFC with the necessary information to provide the agreed upon services. • You understand that the responsibility for financial decisions is yours and that you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by CFC. • You understand that CFC obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by CFC are based on the professional judgment of CFC and the information you provide to CFC. • You understand and agree that due to the limited nature of this engagement, CFC is under no obligation to contact you to recommend changes to your financial plan or any of the recommendations and advice provided under this Agreement in the future. • You understand that all investments involve risks and that some investment decisions will result in losses. You understand that CFC cannot guarantee that your investment objectives will be achieved. • You understand and agree that CFC will not be liable for any loss incurred as a result of the services provided to you by CFC, except by act of negligence. Nothing in this Agreement shall in any way limit or waive any rights you may have under federal or state securities laws. • You understand and agree that CFC performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that CFC does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client. • You understand that CFC does not provide legal or accounting advice and does not prepare any legal documents for the implementation of any recommendations provided in the financial plan.

Appears in 2 contracts

Samples: Client Services Agreement, Client Services Agreement

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Client Representations. You represent to Xxxx Financial Consulting, LLC GFA the following and understand and agree that CFC GFA is relying on these representations as an inducement to enter into this Agreement: You agree that you will to provide CFC GFA with the necessary information to provide the agreed upon services. You understand that the responsibility for financial decisions is yours and that you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by CFCGFA. You understand that CFC GFA obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by CFC GFA are based on the professional judgment of CFC GFA and the information you provide to CFCGFA. You understand and agree that due to the limited nature of this engagement, CFC GFA is under no obligation to contact you to recommend changes to your financial plan or any of the recommendations and advice provided under this Agreement in the future. You understand that all investments involve risks and that some investment decisions will result in losses. You understand that CFC GFA cannot guarantee that your investment objectives will be achieved. You understand and agree that CFC GFA will not be liable for any loss incurred as a result of the services provided to you by CFC, except by act of negligenceGFA. Nothing in this Agreement shall in any way limit or waive any rights you may have under federal or state securities laws. You understand and agree that CFC GFA performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that CFC GFA does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client. You understand that CFC GFA does not provide legal or accounting advice and does not prepare any legal documents for the implementation of any recommendations provided in the financial plan.

Appears in 2 contracts

Samples: Client Service Agreement, Client Service Agreement

Client Representations. You represent to Xxxx Financial Consulting, LLC RFPS the following and understand and agree that CFC RFPS is relying on these representations as an inducement to enter into this Agreement: • You agree that you will provide CFC RFPS with the necessary information to provide the agreed upon services. • You understand that the responsibility for financial decisions is yours and that you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by CFCRFPS. • You understand that CFC RFPS obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by CFC RFPS are based on the professional judgment of CFC RFPS and the information you provide to CFCRFPS. • You understand and agree that due to the limited nature of this engagement, CFC RFPS is under no obligation to contact you to recommend changes to your financial plan or any of the recommendations and advice provided under this Agreement in the future. • You understand that all investments involve risks and that some investment decisions will result in losses. You understand that CFC RFPS cannot guarantee that your investment objectives will be achieved. • You understand and agree that CFC RFPS will not be liable for any loss incurred as a result of the services provided to you by CFC, except by act of negligenceRFPS. Nothing in this Agreement shall in any way limit or waive any rights you may have under federal or state securities laws. • You understand and agree that CFC RFPS performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that CFC RFPS does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client. • You understand that CFC RFPS does not provide legal legal, tax or accounting advice and does not prepare any legal documents for the implementation of any recommendations provided in the financial plan.

Appears in 1 contract

Samples: Client Service Agreement

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Client Representations. You represent to Xxxx Financial Consulting, LLC RFPS the following and understand and agree that CFC RFPS is relying on these representations as an inducement to enter into this Agreement: You agree that you will provide CFC RFPS with the necessary information to provide the agreed upon services. You understand that the responsibility for financial decisions is yours and that you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by CFCRFPS. You understand that CFC RFPS obtains information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which it may provide. The information and recommendations developed by CFC RFPS are based on the professional judgment of CFC RFPS and the information you provide to CFCRFPS. You understand and agree that due to the limited nature of this engagement, CFC RFPS is under no obligation to contact you to recommend changes to your financial plan or any of the recommendations and advice provided under this Agreement in the future. RFPS will not monitor the progress or performance of any recommendations unless engaged to do so.  You understand that all investments involve risks and that some investment decisions will result in losses. You understand that CFC RFPS cannot guarantee that your investment objectives will be achieved. You understand and agree that CFC RFPS will not be liable for any loss incurred as a result of the services provided to you by CFC, except by act of negligenceRFPS. Nothing in this Agreement shall in any way limit or waive any rights you may have under federal or state securities laws. You understand and agree that CFC RFPS performs services for other clients and may make recommendations to those clients that differ from the recommendations made to you. You agree that CFC RFPS does not have any obligation to recommend for purchase or sale any security or other asset it may recommend to any other client. You understand that CFC RFPS does not provide legal legal, tax or accounting advice and does not prepare any legal documents for the implementation of any recommendations provided in the financial plan.

Appears in 1 contract

Samples: Client Service Agreement

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