Common use of Receipt of Disclosure Documents Clause in Contracts

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

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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

Samples: Guided Wealth Portfolios Account Agreement

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

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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

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