Obligation to Provide Relevant Information. The clients agree to provide the Financial Professional with relevant financial information and understand that the Financial Professional will rely on this information, along with agreed upon assumptions, to develop her/his analysis. The clients agree that the Financial Professional will not be held accountable for any errors or omissions in his/her work product resulting from the client’s failure to provide accurate, reliable and complete financial information.
Appears in 6 contracts
Samples: Collaborative Practice Participation Agreement, Financial Professional Agreement, Collaborative Practice Participation Agreement
