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, Account Client Services Agreement, Account 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 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: Models Client Services Agreement, Models Client Services Agreement, Models 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: Models Client Services Agreement, Fund Models 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: Account Client Services Agreement
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
