Common use of Financial Advisor Consultations Clause in Contracts

Financial Advisor Consultations. I understand that my financial advisor or an Xxxxxx Xxxxx associate will be reasonably available to discuss my Account as well as my financial situation, investment objectives, risk tolerance and/or restrictions in connection with my Account during normal business hours, and Xxxxxx Xxxxx agrees, at a minimum, to contact me annually to discuss the same.

Appears in 5 contracts

Samples: Client Services Agreement, Client Services Agreement, Client Services Agreement

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Financial Advisor Consultations. I understand that my financial advisor or an Xxxxxx Xxxxx associate will be reasonably available to discuss my Account as well as my financial situation, investment objectives, risk tolerance and/or management restrictions in connection with my Account during normal business hours, and Xxxxxx Xxxxx agrees, at a minimum, to contact me annually to discuss the same.

Appears in 4 contracts

Samples: Client Services Agreement, Client Services Agreement, Client Services Agreement

Financial Advisor Consultations. I understand that my financial advisor or an Xxxxxx Xxxxx associate will be reasonably available to discuss my Account as well as my financial situation, investment objectives, risk tolerance and/or and/ or management restrictions in connection with my Account during normal business hours, and Xxxxxx Xxxxx agrees, at a minimum, to contact me annually to discuss the same.

Appears in 2 contracts

Samples: Client Services Agreement, Client Services Agreement

Financial Advisor Consultations. I understand that my financial advisor or an Xxxxxx Xxxxx associate will be reasonably available to discuss my Account as well as my financial situation, investment objectives, risk tolerance and/or and/ or restrictions in connection with my Account during normal business hours, and Xxxxxx Xxxxx agrees, at a minimum, to contact me annually to discuss the same.

Appears in 1 contract

Samples: Client Services Agreement

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Financial Advisor Consultations. I understand that my financial advisor Financial Advisor or an Xxxxxx Xxxxx associate will be reasonably available to discuss my Account as well as my financial situation, investment objectives, risk tolerance and/or tolerance, and/ or restrictions in connection with my Account during normal business hours, ; and Xxxxxx Xxxxx agrees, at a minimum, to contact me annually to discuss the same.

Appears in 1 contract

Samples: Client Services Agreement

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