Investment Objectives and Limitations. Client agrees to provide Chelsea with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Chelsea will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Chelsea, all data and information that Chelsea may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Chelsea promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Chelsea promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
Appears in 4 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
