Management of the Account. Client will ensure that they have had adequate opportunity to review materials and ask questions about the investment options presented to the Client. Client understands and agrees that Advisor may initiate securities transactions approved by the Client for the Account on a non- discretionary basis through a limited power of attorney. Client understands that the investments made for the Account are subject to general market and economic risks, as well as risks associated with investments in individual and Private Investment securities and agrees that they accept these risks. The Advisor and/or JRL may act on written, telephonic or email instructions reasonably believed to be given by Client or someone authorized to act on behalf of the Client. Client agrees to hold JRL and the Advisor harmless for any loss incurred by Client or any third party arising as a result of following such instructions.
Appears in 3 contracts
Samples: Limited Service Advisory Agreement, Limited Service Advisory Agreement, Limited Service Advisory Agreement
Management of the Account. Client will ensure insure that they have had adequate opportunity to review materials and ask questions about the investment options presented to the ClientClient has chosen. Client understands and agrees that Advisor may initiate securities transactions approved by the Client for the Account on a non- discretionary basis through a limited power of attorney. Client understands that the investments made for the Account are subject to general market and economic risks, as well as risks associated with investments in individual and Private Investment securities and agrees that they accept these risks. The Advisor and/or or JRL may act on written, telephonic or email instructions reasonably believed to be given by Client or someone authorized to act on behalf of the Client. Client agrees to hold JRL and the Advisor harmless for any loss incurred by Client or any third party arising as a result of following such instructions.
Appears in 1 contract
Samples: Limited Service Advisory Agreement