OTHER INFORMATION AND SERVICES. Client acknowledges that Client has completed the Account Application. At least annually, Introducing Firm will contact Client and request current information about Client to determine whether there have been any changes in the information provided in the Account Application. Client agrees to inform Introducing Firm in writing of any material change in the information included in the Account Application or otherwise in Client's financial circumstances that might affect the manner in which Client's assets should be invested. Client may contact Introducing Firm during normal business hours to consult with Introducing Firm concerning the management of the Account.
Appears in 3 contracts
Samples: Personalized Unified Managed Account Agreement, Diversified Managed Allocations Program Agreement, Diversified Managed Allocations Program Agreement
OTHER INFORMATION AND SERVICES. Client acknowledges that Client has completed the Account Application. At least annually, Introducing Firm will contact the Client and request current information about the Client to determine whether there have been any changes in the information provided in the Account Application. Client agrees to inform Introducing Firm in writing of any material change in the information included in the Account Application or otherwise in Client's financial circumstances that which might affect the manner in which Client's assets should be invested. Client may contact Introducing Firm during normal business hours to consult with Introducing Firm concerning the management of the AccountAccount(s).
Appears in 2 contracts
Samples: Wells Fargo Compass Advisory Program, Allocation Advisors Agreement
OTHER INFORMATION AND SERVICES. Client acknowledges that Client has completed the Account Application. At least annually, Introducing Firm will contact Client and request current information about Client to determine whether there have been any changes in the information provided in the Account Application. Client agrees to inform Introducing Firm in writing of any material change in the information included in the Account Application or otherwise in Client's financial circumstances that which might affect the manner in which Client's assets should be invested. Client may contact Introducing Firm during normal business hours to consult with Introducing Firm concerning the management of the AccountClient's Account(s).
Appears in 1 contract
Samples: Masters Account Agreement
