Common use of Confirmations and Reports Clause in Contracts

Confirmations and Reports. Sponsor will send you a trade confirmation after each trade and a consolidated statement at least quarterly. You may elect to waive the right to receive trade confirmations upon the completion of each trade in your Account. If you make this election, Xxxxxxx will, upon Xxxxxxx’s approval of such election, send trade confirmations only to the Investment Manager and you will be able to view information regarding such trades in the consolidated statements provided to you and on the secure site on xxxxxxxxxx.xxx. Your Wrap Fee will not change as a result of this election and your decision to make this election is not a condition of entering into, or continuing participation in, Active Portfolios investments. You may rescind this election at any time by providing Sponsor with a new written election. Your Wrap Fee (which includes consolidated advisory fees, if applicable) will appear in the Active Portfolios Account transaction section of the consolidated statement.

Appears in 2 contracts

Samples: Portfolios Client Agreement, Portfolios Client Agreement

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Confirmations and Reports. With respect to your Account(s), unless you direct otherwise, Sponsor will send you a trade confirmation after each trade and a consolidated statement at least quarterly. You may elect to waive the right to receive trade confirmations upon the completion of each trade in your Account. If you make this election, Xxxxxxx will, upon Xxxxxxx’s approval of such election, send trade confirmations only to the Investment Manager and you will be able to view information regarding such trades in the consolidated statements provided sent to you and on the secure site on xxxxxxxxxx.xxxameriprise. com. Your Wrap Fee will not change as a result of this election and your decision to make this election is not a condition of entering into, or continuing participation in, Active Portfolios investments. You may rescind this election at any time by providing Sponsor with a new written election. Your Wrap Fee (which includes consolidated advisory fees, if applicable) will appear in the Active Portfolios Account transaction section of the consolidated statement.

Appears in 1 contract

Samples: Portfolios Client Agreement

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Confirmations and Reports. With respect to your Account(s), unless you direct otherwise, Sponsor will send you a trade confirmation after each trade and a consolidated statement at least quarterly. You may elect to waive the right to receive trade confirmations upon the completion of each trade in your Account. If you make this election, Xxxxxxx Sponsor will, upon Xxxxxxx’s approval of such election, send trade confirmations only to the Investment Manager and you will be able to view information regarding such trades in the consolidated statements provided sent to you and on the secure site on xxxxxxxxxx.xxxameriprise. com. Your Wrap Fee will not change as a result of this election and your decision to make this election is not a condition of entering into, or continuing participation in, Active Portfolios investments. You may rescind this election at any time by providing Sponsor with a new written election. Your Wrap Fee (which includes consolidated advisory fees, if applicable) will appear in the Active Portfolios Account transaction section of the consolidated statement.

Appears in 1 contract

Samples: Portfolios Client Agreement

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