Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor.
Appears in 4 contracts
Samples: Ameriprise Access Account Client Agreement, Ameriprise Access Account Client Agreement, Ameriprise Access Account Client Agreement
Information and Instructions Provided by You. A. Client Information: You, with assistance of your financial advisor, completed the required investment profile questionnaire provided to you by Sponsor.. You certify to Sponsor and Envestnet that you have completely and accurately provided information regarding your financial condition and investment objectives. You acknowledge
Appears in 3 contracts
Samples: Ameriprise Vista Separate Account Client Agreement, Ameriprise Vista Separate Account Client Agreement, Ameriprise Vista Separate Account Client Agreement