Confidentiality, Privacy, and Trusted Contact. The information you provide to EarlyBird, including your personal information, is subject to the terms of EarlyBird’s Privacy Policy, which is available at xxx.xxxxxxxxxxxx.xx/xxxxx. By entering into this Advisory Agreement, you acknowledge receipt of the Privacy Policy, which EarlyBird may amend from time to time by posting new versions on the Website. Except as required by law or requested by regulatory authorities, EarlyBird agrees to maintain in strict confidence all of your nonpublic personal and financial information that you furnish to EarlyBird, except for information that you explicitly agree to share publicly. You agree that you shall not use investment advice, investment recommendations, or other confidential information you receive from EarlyBird for developing a service that competes with the Platform or the services of EarlyBird or any of its affiliates. You consent to EarlyBird recording and/or monitoring your telephone calls and electronic communications with representatives and associated persons of EarlyBird without further notice. You expressly authorize EarlyBird representatives or associated persons to contact you for purposes of evaluating the offering of the Advisory Services, the Program, and other products and services by calling, writing, or e-mailing at the telephone number(s), mailing address, and/or e-mail address(es) you provide in connection with your EarlyBird Account, including any additional or updated telephone numbers, mailing addresses, or e-mail addresses. The authorization in the preceding sentence will remain in effect unless and until you specifically revoke it by notifying EarlyBird or associated persons with whom you are in contact. Furthermore, you may appoint an adult at least 18 years of age as a Trusted Contact Person whom we may contact about your EarlyBird Account. We may disclose information about your EarlyBird Account to your Trusted Contact Person, or enable such person to view your EarlyBird Account, in order to address possible wrongful or unauthorized use of your assets or to confirm the specifics of your contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney. The Trusted Contact has view-only rights to a Custodial Account, as assigned by the Custodial Account owner.
Appears in 3 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Confidentiality, Privacy, and Trusted Contact. The information you provide to EarlyBirdStash, including your personal information, is subject to the terms of EarlyBirdStash’s Privacy Policy, which is available at xxx.xxxxxxxxxxxx.xx/xxxxxxxx.xxxxx.xxx/xxxxxxxxxxxxxxxx. By entering into this Advisory Agreement, you acknowledge receipt of the Privacy Policy, which EarlyBird Stash may amend from time to time by posting new versions on the Website. Except as required by law or requested by regulatory authorities, EarlyBird Stash agrees to maintain in strict confidence all of your nonpublic personal and financial information that you furnish to EarlyBirdStash, except for information that you explicitly agree to share publicly. You agree that you shall not use investment advice, investment recommendations, or other confidential information you receive from EarlyBird Stash for developing a service that competes with the Platform or the services of EarlyBird Stash or any of its affiliates. You consent to EarlyBird Stash recording and/or monitoring your telephone calls and electronic communications with representatives and associated persons of EarlyBird Stash without further notice. You expressly authorize EarlyBird Stash representatives or associated persons to contact you for purposes of evaluating the offering of the Advisory Servicesadvisory services, the Program, and other products and services by calling, writing, or e-mailing emailing at the telephone number(s), mailing address, and/or e-mail email address(es) you provide in connection with your EarlyBird Individual Account, including any additional or updated telephone numbers, mailing addresses, or e-mail email addresses. The authorization in the preceding sentence will remain in effect unless and until you specifically revoke it by notifying EarlyBird Stash or associated persons with whom you are in contact. Furthermore, you may appoint an adult at least 18 years of age as a Trusted Contact Person whom we may contact about your EarlyBird Stash Account. We may disclose information about your EarlyBird Stash Account to your Trusted Contact Person, or enable such person to view your EarlyBird Account, Person in order to address possible wrongful or unauthorized use of your assets or to confirm the specifics of your contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney. The Trusted Contact has view-only rights to a Custodial Account, as assigned by the Custodial Account owner.
Appears in 1 contract
Samples: Advisory Agreement
Confidentiality, Privacy, and Trusted Contact. The information you provide to EarlyBirdStackin, including your personal information, is subject to the terms of EarlyBirdStackin’s Privacy Policy, which is available at xxx.xxxxxxxxxxxx.xx/xxxxxxxx.xxxxxxxxxxxx.xxx/xxxxxxx-xxxxxx. By entering into this Advisory Agreement, you acknowledge receipt of the Privacy Policy, which EarlyBird Stackin may amend from time to time by posting new versions on the Website. Except as required by law or requested by regulatory authorities, EarlyBird agrees to maintain in strict confidence all of your nonpublic personal and financial information that you furnish to EarlyBird, except for information that you explicitly agree to share publicly. You agree that you shall not use investment advice, investment recommendations, or other confidential information you receive from EarlyBird Stackin for developing a service that competes with the Platform or the services of EarlyBird Stackin or any of its affiliates. You consent to EarlyBird Stackin recording and/or monitoring your telephone calls and electronic communications with representatives and associated persons of EarlyBird Stackin without further notice. You expressly authorize EarlyBird Stackin representatives or associated persons to contact you for purposes of evaluating the offering of the Advisory Servicesadvisory services, the Program, and other products and services by calling, writing, or e-mailing at the telephone number(s), mailing address, and/or e-mail address(es) you provide in connection with your EarlyBird Individual Account, including any additional or updated telephone numbers, mailing addresses, or e-mail addresses. The authorization in the preceding sentence will remain in effect unless and until you specifically revoke it by notifying EarlyBird Stackin or associated persons with whom you are in contact. Furthermore, you may appoint an adult at least 18 years of age as a Trusted Contact Person whom we may contact about your EarlyBird Stackin Account. We may disclose information about your EarlyBird Stackin Account to your Trusted Contact Person, or enable such person to view your EarlyBird Account, Person in order to address possible wrongful or unauthorized use of your assets or to confirm the specifics of your contact information, health status, or the identity of any legal guardian, executor, trustee, or the holder of a power of attorney. The Trusted Contact has view-only rights to a Custodial Account, as assigned by the Custodial Account owner.
Appears in 1 contract
Samples: Investment Advisory Client Agreement
Confidentiality, Privacy, and Trusted Contact. The information you provide to EarlyBirdAura, including your personal information, is subject to the terms of EarlyBirdAura’s Privacy Policy, which is available at xxx.xxxxxxxxxxxx.xx/xxxxx. By xxxxx://xxx.xxxxxxx.xxx/privacy-policy/81561130/xxxxx.Xx entering into this Advisory Agreement, you acknowledge receipt of the Privacy Policy, which EarlyBird Aura may amend from time to time by posting new versions on the WebsitePlatform. Except as required by law or requested by regulatory authorities, EarlyBird Xxxx agrees to maintain in strict confidence all of your nonpublic personal and financial information that you furnish to EarlyBirdAura, except for information that you explicitly agree to share publicly. You agree that you shall not use investment advice, investment recommendations, advice or other confidential information you receive from EarlyBird Aura for developing a service that competes with the Platform or the services of EarlyBird Aura or any of its affiliates. You consent to EarlyBird Aura recording and/or monitoring your telephone calls and electronic communications with representatives and associated persons of EarlyBird Aura without further notice. You expressly authorize EarlyBird Aura representatives or associated persons to contact you for purposes of evaluating the offering of the Advisory Servicesadvisory services, the ProgramPlatform, and other products and services by calling, writing, or e-mailing emailing at the telephone number(s), mailing address, and/or e-mail email address(es) you provide in connection with your EarlyBird Investment Account, including any additional or updated telephone numbers, mailing addresses, or e-mail email addresses. The authorization in the preceding sentence will remain in effect unless and until you specifically revoke it by notifying EarlyBird Aura or associated persons with whom you are in contact. Furthermore, you may appoint an adult at least 18 years of age as a Trusted Contact Person whom we may contact about your EarlyBird Investment Account. We may disclose information about your EarlyBird Investment Account to your Trusted Contact Person, or enable such person to view your EarlyBird Account, in order Person to address possible wrongful or unauthorized use of your assets or to confirm the specifics of your contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney. The Trusted Contact has view-only rights to a Custodial Account, as assigned by the Custodial Account owner.
Appears in 1 contract
Samples: Investment Advisory Agreement
Confidentiality, Privacy, and Trusted Contact. The information you provide to EarlyBirdNext Financial, including your personal information, is subject to the terms of EarlyBirdNext Financial’s Privacy Policy, which is available at xxx.xxxxxxxxxxxx.xx/xxxxxvia the Copper app. By entering into this Advisory Agreement, you acknowledge receipt of the Privacy Policy, which EarlyBird Next Financial may amend from time to time by posting new versions on the WebsiteCopper app. Except as required by law or requested by regulatory authorities, EarlyBird Next Financial agrees to maintain in strict confidence all of your nonpublic personal and financial information that you furnish to EarlyBirdNext Financial, except for information that you explicitly agree to share publicly. You agree that you shall not use investment advice, investment recommendations, advice or other confidential information you receive from EarlyBird Next Financial for developing a service that competes with the Platform Copper app or the services of EarlyBird Next Financial or any of its affiliates. You consent to EarlyBird Next Financial recording and/or monitoring your telephone calls and electronic communications with representatives and associated persons of EarlyBird Next Financial without further notice. You expressly authorize EarlyBird Next Financial representatives or associated persons to contact you for purposes of evaluating the offering of the Advisory Servicesadvisory services, the ProgramCopper app, and other products and services by calling, writing, or e-mailing emailing at the telephone number(s), mailing address, and/or e-mail email address(es) you provide in connection with your EarlyBird Investment Account, including any additional or updated telephone numbers, mailing addresses, or e-mail email addresses. The authorization in the preceding sentence will remain in effect unless and until you specifically revoke it by notifying EarlyBird Next Financial or associated persons with whom you are in contact. Furthermore, you may appoint an adult at least 18 years of age as a Trusted Contact Person whom we may contact about your EarlyBird Investment Account. We may disclose information about your EarlyBird Investment Account to your Trusted Contact Person, or enable such person to view your EarlyBird Account, Person in order to address possible wrongful or unauthorized use of your assets or to confirm the specifics of your contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney. The Trusted Contact has view-only rights to a Custodial Account, as assigned by the Custodial Account owner.
Appears in 1 contract
Samples: Investment Advisory Agreement