Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers to Minors Act or Universal Gifts to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.
Appears in 8 contracts
Sources: Betterment Client Agreements, Betterment Client Agreements, Betterment Client Agreements
Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers Gifts to Minors Act or Universal Gifts Uniform Transfer to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.investment
Appears in 3 contracts
Sources: Advisory Agreement, Betterment Client Agreements, Sub Advisory Agreement
Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers to Minors Act or Universal Gifts to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, fact or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.
Appears in 3 contracts
Sources: Betterment Client Agreements, Betterment Client Agreements, Sub Advisory Agreement
Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers Gifts to Minors Act or Universal Gifts Uniform Transfer to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.
Appears in 2 contracts
Sources: Client Agreement, Client Agreement
Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers Gifts to Minors Act or Universal Gifts Uniform Transfer to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.,
Appears in 1 contract
Sources: Betterment Client Agreements
Fiduciary. A person or entity authorized to give instructions with respect to an Account on behalf of beneficial owners of the Account, including a Uniform Transfers Gifts to Minors Act or Universal Gifts Uniform Transfer to Minors Act Account custodian, a trustee, conservator, guardian, representative, administrator, executor, attorney-in-fact, or an investment adviser. A Fiduciary is bound by the provisions of this Brokerage Sub-Advisory Agreement with respect to orders entered through the System to the same extent as the beneficial owners of the Account.
Appears in 1 contract
Sources: Betterment Client Agreements