Common use of Non-Exclusive Advisory Services Clause in Contracts

Non-Exclusive Advisory Services. It is understood that the Advisor performs investment advisory and financial planning services for various clients. The Client agrees that the Advisor may give advice and take action with respect to any of its other clients or for itself which may differ from advice given, or the timing or nature of action taken, with respect to the Client. Recommendations and/or transactions in a specific security may not be accomplished for all clients at the same time or the same price. Nothing in this Agreement shall limit or restrict the Advisor or any of its directors, officers, affiliates or employees from buying, selling or trading in any securities or other assets for its or their own account or accounts, and the Client acknowledges that the Advisor, its directors, officers, affiliates and employees, and other clients of the Advisor, may at any time acquire, increase, decrease or dispose of portions of investments which are at the same time being recommended and/or acquired, held or disposed of for the Client.

Appears in 5 contracts

Samples: Financial Coaching Agreement, Financial Coaching Agreement, Financial Coaching Agreement

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Non-Exclusive Advisory Services. It is understood that the Advisor performs investment advisory and financial planning services for various clientsClients. The Client agrees that the Advisor may give advice and take action with respect to any of its other clients Clients or for itself which may differ from advice given, or the timing or nature of action taken, with respect to the ClientAccount. Recommendations and/or transactions Transactions in a specific security may not be accomplished for all clients Client accounts at the same time or the same price. Nothing in this Agreement shall limit or restrict the Advisor or any of its directors, officers, affiliates or employees from buying, selling or trading in any securities or other assets for its or their own account or accounts, and the Client acknowledges that the Advisor, its directors, officers, affiliates and employees, and other clients Clients of the Advisor, may at any time acquire, increase, decrease or dispose of portions of investments which are at the same time being recommended and/or acquired, held or disposed of for the ClientAccount.

Appears in 2 contracts

Samples: WFC Investment Advisory Agreement, WFC Investment Advisory Agreement

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Non-Exclusive Advisory Services. It is understood that the Advisor performs investment advisory and financial planning services for various clients. The Client agrees that the Advisor may give advice and take action with respect to any of its other clients or for itself which may differ from advice given, or the timing or nature of action taken, with respect to the ClientAccount. Recommendations and/or transactions Transactions in a specific security may not be accomplished for all clients client accounts at the same time or the same price. Nothing in this Agreement shall limit or restrict the Advisor or any of its directors, officers, affiliates or employees from buying, selling or trading in any securities or other assets for its or their own account or accounts, and the Client acknowledges that the Advisor, its directors, officers, affiliates and employees, and other clients of the Advisor, may at any time acquire, increase, decrease or dispose of portions of investments which are at the same time being recommended and/or acquired, held or disposed of for the ClientAccount.

Appears in 1 contract

Samples: Investment Management and Advisory Agreement

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