Common use of Plan Generation Clause in Contracts

Plan Generation. At such time as Licensee or its Authorized Users submits a Dataform to CFS through the CFS Branded Site, an email will be generated and sent to Licensee informing Licensee of such Dataform submission along with a link to the Licensee page on the CFS Branded Site where the contents of the Plan or Plans generated from the submission of such Dataforms reside. The Licensee’s page on the CFS Branded Site shall include a summary of the contents of the Plan or Plans that have been generated at the request of Licensee or its Authorized Users. At such time as Licensee requests any of the listed Plans, CFS will generate and dispatch to Licensee the requested Plan or Plans. Plans are generated solely based on the information entered into the Dataform by Licensee or its Authorized Users and may contain errors or inaccuracies, including errors or inaccuracies resulting from a failure of the Licensee or its Authorized Users to enter or supply accurate information. Licensee acknowledges and agrees that CFS is not providing financial planning advice, but only a tool to be used by a competent financial advisor in a professional capacity. Licensee is advised to review and make an independent assessment of each Plan and should not solely rely on the information generated in the Plan. Licensee is hereby authorized to modify, edit and change the Plan as desired, provided, however, Licensee hereby acknowledges and agrees that CFS shall have no liability for any errors, inaccuracies or misstatements introduced by Licensee as a result of such modification, edits and changes. Notwithstanding the foregoing, in no event may Licensee use the Plan as provided or as modified for any purpose other than as a deliverable to be provided to or used for the Licensee client for whom the Plan was originally generated.

Plan Generation. At such time as Licensee or its Authorized Users submits a Dataform to CFS through the CFS Branded Site, an email will be generated and sent to Licensee informing Licensee of such Dataform submission along with a link to the Licensee page on the CFS Branded Site where the contents of the Plan or Plans generated from the submission of such Dataforms reside. The Licensee’s page on the CFS Branded Site shall include a summary of the contents of the Plan or Plans that have been generated at the request of Licensee or its Authorized Users. At such time as Licensee requests any of the listed Plans, CFS will generate and dispatch to Licensee the requested Plan or Plans. Plans are generated solely based on the information entered into the Dataform by Licensee or its Authorized Users and may contain errors or inaccuracies, including errors or inaccuracies resulting from a failure of the Licensee or its Authorized Users to enter or supply accurate information. Licensee acknowledges and agrees that CFS is not providing financial planning advice, but only a tool to be used by a competent financial advisor in a professional capacity. Licensee is advised to review and make an independent assessment of each Plan and should not solely rely on the information generated in the Plan. Licensee is hereby authorized to modify, edit and change the Plan as desired, provided, however, Licensee hereby acknowledges and agrees that CFS shall have no liability for any errors, inaccuracies or misstatements introduced by Licensee as a result of such modification, edits and changes. Notwithstanding the foregoing, in no event may Licensee use the Plan as provided or as modified for any purpose other than as a deliverable to be provided to or used for the Licensee client for whom the Plan was originally generated.