Common use of Firm Services Clause in Contracts

Firm Services. The Firm will provide consultation addressing the specific financial planning and/or investment management issue according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed that information regarding specific issues not revealed to, or analyzed by, the Firm may have a direct impact on the suitability or accuracy of specific Firm recommendations. The terms of engagement are referenced in the Addenda.

Firm Services. The Firm will provide consultation addressing the specific financial planning issue and/or investment management issue services according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations recommenda- tions intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed that information regarding specific issues not revealed to, to or analyzed by, by the Firm may have a direct impact on the suitability or accuracy of specific Firm recommendations. The terms of engagement are referenced in the Addenda.

Firm Services. The Firm will provide consultation consultations addressing the specific financial planning and/or investment management issue according to the terms or issues you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed You understand that information regarding specific issues not revealed to, to or analyzed by, the by Firm may have a direct impact on the suitability or accuracy of specific Firm recommendationsrecommendations given. The terms term of engagement are is referenced in the Addendaappropriate Addendum.

Firm Services. The Firm will provide consultation consultations addressing the specific financial planning and/or investment management issue according to the terms or issues you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed You understand that information regarding specific issues not revealed to, to or analyzed by, by the Firm may have a direct impact on the suitability or accuracy of specific Firm recommendationsrecommendations given. The terms term of engagement are is referenced in the Addendaappropriate Addendum.