Common use of Client Suitability Clause in Contracts

Client Suitability. Prior to the acceptance of participation, the TRUSTOR/s shall undergo client suitability, through a Client Suitability Assessment, which shall be acknowledged and signed by the TRUSTOR/s. For investments in UITF, the TRUSTOR/s have read and understood the general features of the UITFs with risk classification corresponding to his/their risk profile, and have made an informed decision to invest or consider future investments in these UITFs.

Appears in 2 contracts

Samples: Participating Trust Agreement, Participating Trust Agreement

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Client Suitability. Prior to the acceptance of participation, the TRUSTOR/s shall undergo client suitability, through a Client Suitability AssessmentAssessment form, which shall be acknowledged and signed by the TRUSTOR/s. For investments in UITF, the TRUSTOR/s S have read and understood the general features of the UITFs with risk classification corresponding to his/their risk profile, and have made an informed decision to invest or consider future investments in these UITFs.

Appears in 2 contracts

Samples: Participating Trust Agreement, Participating Trust Agreement

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Client Suitability. Prior to the acceptance of participation, the TRUSTOR/s shall undergo client suitability, through a Client Suitability AssessmentAssessment form, which shall be acknowledged and signed by the TRUSTOR/s. For investments in UITF, the TRUSTOR/s have read and understood the general features of the UITFs with risk classification corresponding to his/their risk profile, and have made an informed decision to invest or consider future investments in these UITFs.

Appears in 1 contract

Samples: Participating Trust Agreement

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