Common use of Grouping Clause in Contracts

Grouping. 5.1 For fee-based Discretionary Portfolio Service clients we offer a facility called “Grouping”. Grouping is a means by which you can reduce your average Discretionary Portfolio Service fee by combining the value of your Xxxxxx Partners Discretionary Portfolio Service accounts with those of a family member at the same household. Grouping can help lift all individuals within a Group into a higher asset band based on our tiered pricing fee structure, thereby benefiting from the lower fees associated with that band. When you Group your accounts with other family members you are not giving them any control or viewing rights over your accounts, nor do you gain any rights over their accounts. 5.2 You can remove yourself from a Group at any time by contacting us. 5.3 Where Group account arrangements are entered into, you understand and agree that: 5.3.1 Only clearly identifiable family members living at the same address are able to be Grouped; 5.3.2 It is possible that someone you Group with could use the associated reduction in their fees to calculate the value of your accounts. Similarly, you may be able to calculate the value of accounts for anyone Grouped with you; 5.3.3 By instructing us to Group your accounts you are agreeing to this sharing of inferred personal information;

Grouping. 5.1 For fee-based Discretionary Multi Asset Portfolio Service clients we offer a facility called “Grouping”. Grouping is a means by which you can reduce your average Discretionary Multi Asset Portfolio Service fee by combining the value of your Xxxxxx Partners Discretionary Multi Asset Portfolio Service accounts with those of a family member at the same household. Grouping can help lift all individuals within a Group into a higher asset band based on our tiered pricing fee structure, thereby benefiting from the lower fees associated with that band. When you Group your accounts with other family members you are not giving them any control or viewing rights over your accounts, nor do you gain any rights over their accounts. 5.2 You can remove yourself from a Group at any time by contacting us. 5.3 Where Group account arrangements are entered into, you understand and agree that: 5.3.1 Only clearly identifiable family members living at the same address are able to be Grouped; 5.3.2 It is possible that someone you Group with could use the associated reduction in their fees to calculate the value of your accounts. Similarly, you may be able to calculate the value of accounts for anyone Grouped with you; 5.3.3 By instructing us to Group your accounts you are agreeing to this sharing of inferred personal information;

Grouping. 5.1 For fee-based Discretionary Portfolio Platform and Administration Service clients we offer a facility called “Grouping”. Grouping is a means by which you can reduce your average Discretionary Portfolio Platform and Administration Service fee by combining the value of your Xxxxxx Partners Discretionary Portfolio Platform and Administration Service accounts with those of a family member at the same household. Grouping can help lift all individuals within a Group into a higher asset band based on our tiered pricing fee structure, thereby benefiting from the lower fees associated with that band. When you Group your accounts with other family members you are not giving them any control or viewing rights over your accounts, nor do you gain any rights over their accounts. 5.2 You can remove yourself from a Group at any time by contacting us. 5.3 Where Group account arrangements are entered into, you understand and agree that: 5.3.1 Only clearly identifiable family members living at the same address are able to be Grouped; 5.3.2 It is possible that someone you Group with could use the associated reduction in their fees to calculate the value of your accounts. Similarly, you may be able to calculate the value of accounts for anyone Grouped with you; 5.3.3 By instructing Instructing us to Group your accounts you are agreeing to this sharing of inferred personal information;

Grouping. 5.1 3.1 For fee-based Discretionary Portfolio Investment Advisory Service clients we offer a facility called “Grouping”. Grouping is a means by which you can reduce your average Discretionary Portfolio Investment Advisory Service fee by combining the value of your Xxxxxx Partners Discretionary Portfolio Investment Advisory Service accounts with those of a family member at the same household. Grouping can help lift all individuals within a Group into a higher asset band based on our tiered pricing fee structure, thereby benefiting from the lower fees associated with that band. When you Group your accounts with other family members you are not giving them any control or viewing rights over your accounts, nor do you gain any rights over their accounts. 5.2 3.2 You can remove yourself from a Group at any time by contacting us. 5.3 3.3 Where Group account arrangements are entered into, you understand and agree that: 5.3.1 3.3.1 Only clearly identifiable family members living at the same address are able to be Grouped; 5.3.2 3.3.2 It is possible that someone you Group with could use the associated reduction in their fees to calculate the value of your accounts. Similarly, you may be able to calculate the value of accounts for anyone Grouped with you; 5.3.3 3.3.3 By instructing Instructing us to Group your accounts you are agreeing to this sharing of inferred personal information;