JOINT CLIENT. If this Agreement is with more than one client, we will base our services on your joint goals as collectively given to us. We may rely on instructions and information we receive from any of you. We are not accountable for any change in the relationship between you and can continue to act on the instruction of any of you as long as this Agreement remains in effect.
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Samples: Financial Planning Agreement, Discretionary Investment Management Agreement, Financial Planning Agreement
JOINT CLIENT. If this Agreement is with more than one clientClient, we will base our services on your joint goals as collectively given to us. We , and may rely on instructions and information we receive received from any of youthe undersigned Clients. We are not accountable for any change in the your relationship between you and can continue to act on the instruction of any of you the undersigned Clients as long as this Agreement remains in effect. We shall not be liable for transactions made in violation of any restriction or policy governing the Client Account for which we have not received written notice.
Appears in 1 contract
Samples: Advisory Agreement
JOINT CLIENT. If this Agreement is with more than one client, we will base our services on your joint goals as collectively given to usus in your Profile. We may rely on instructions and information we receive from any of you. We are not accountable for any change in the relationship between you and can continue to act on the instruction of any of you as long as this Agreement remains in effect.
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