Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Guided Wealth Portfolios Form Brochure, IAR’s Brochure Supplement and FutureAdvisor’s Brochure as required by Rule 204-3 under the Advisers Act. Client understands the investment approach, related risk factors, and the fees associated with investing in the Account. This Agreement will not take effect until LPL has accepted the Account.
Appears in 3 contracts
Samples: Guided Wealth Portfolios Account Agreement, Guided Wealth Portfolios Account Agreement, Guided Wealth Portfolios Account Agreement
Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Guided Wealth Portfolios Form Brochure, IARAdvisor’s Brochure Supplement and FutureAdvisor’s Brochure as required by Rule 204-3 under the Advisers Act. Client understands the investment approach, related risk factors, and the fees associated with investing in the Account. This Agreement will not take effect until LPL has accepted the Account.
Appears in 3 contracts
Samples: Account Agreement, Account Agreement, Guided Wealth Portfolios Account Agreement
Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Relationship Summary, Guided Wealth Portfolios Form Brochure, IARAdvisor’s Brochure Supplement and FutureAdvisor’s Brochure as required by Rule 204-3 under the Advisers Act. Client understands the investment approach, related risk factors, and the fees associated with investing in the Account. This Agreement will not take effect until LPL has accepted the Account.
Appears in 1 contract
Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Relationship Summary, Guided Wealth Portfolios Form Brochure, IAR’s Brochure Supplement and FutureAdvisorAdvisor’s Brochure as required by Rule 204-3 under the Advisers Act. Client understands the investment approach, related risk factors, and the fees associated with investing in the Account. This Agreement will not take effect until LPL has accepted the Account.
Appears in 1 contract
Samples: Guided Wealth Portfolios Agreement
Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Relationship Summary, Guided Wealth Portfolios Form Brochure, IAR’s Brochure Supplement and FutureAdvisor’s Brochure as required by Rule 204-3 under the Advisers Act. Client understands the investment approach, related risk factors, and the fees associated with investing in the Account. This Agreement will not take effect until LPL has accepted the Account.
Appears in 1 contract
Samples: Guided Wealth Portfolios Agreement