General PPS Account Provisions Sample Clauses

General PPS Account Provisions. Applicable to All PPS Custom Program Accounts: I understand that, if I open any PPS Custom Program account (“Custom Account”) with Commonwealth, the Advisor will assist me in developing a personalized asset allocation program. My Custom Account will be tailored to my particular needs and may consist of a mix of asset classes with weightings based on, among other things, my risk profile, investment objective, and individual preferences. I will have the opportunity to periodically meet with Advisor to review my Custom Account. Advisor will also provide me with access, during traditional business hours, to a person knowledgeable regarding my Custom Account. My Custom Account may be rebalanced by Advisor at any time, pursuant to the discretion granted herein, in order to maintain the chosen asset allocation. My Custom Account may also be reallocated by Advisor as necessary or when warranted by market conditions or changes in my risk profile, investment objective, or other relevant circumstances in my Advisor’s discretion. I understand that I will receive a New Account Profile or Revised Account Profile from Commonwealth describing the type of account I authorized my Advisor to open, and the specific Management Fee Schedule (and, if applicable, Platform Fee Schedule) to which I agreed. I understand that Commonwealth offers three versions of its PPS Custom Program to clients, which Commonwealth refers to as “PPS Custom Program (Transactions),” “PPS Custom Program (Platform),” and “PPS Custom Program (Access).” Depending upon the specific type of PPS Custom Program that is available to clients through the client’s chosen Advisor, the fees and charges clients will pay when participating in the PPS Custom Program will vary as described herein and more fully in the section titled Annual Fees. I understand that Commonwealth requires that my Advisor offer only one of the three versions of Commonwealth’s PPS Custom Program to all of my Advisor’s clients who wish to participate in the PPS Custom Program. This means that while Commonwealth offers three versions of the PPS Custom Program to Commonwealth clients generally (i.e., “Transactions,” “Platform,” and “Access”), each client’s Advisor is restricted to offering only one of those three versions of the PPS Custom Program to all of that Advisor’s clients. As a result, I understand that other Advisors will have access to and will offer their clients a version of the PPS Custom Program that my own Advisor cannot offer to...
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