Common use of Receipt of Disclosure Document Clause in Contracts

Receipt of Disclosure Document. The Client hereby acknowledges delivery and receipt of the Advisor’s Disclosure Brochure (Form ADV Part 2A) and applicable Brochure Supplements (Form ADV Part 2B).

Appears in 3 contracts

Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement

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Receipt of Disclosure Document. The Client hereby acknowledges delivery and receipt of the Advisor’s Disclosure Brochure (Form ADV Part 2A) and ), applicable Brochure Supplements (Form ADV Part 2B), and Client Relationship Summary (Form CRS).

Appears in 1 contract

Samples: Financial Planning Agreement

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