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
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
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