Receipt of Disclosure Documents. Client acknowledges receipt of LPL’s Model Wealth Portfolios Program Form Brochure and IAR’s Brochure Supplement as required by Rule 204-3 under the Advisers Act. This Agreement, the Account Application and the MWP Program Form Brochure constitute disclosure required to be provided to an ERISA Plan under Rule 408(b)(2) under ERISA. 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 4 contracts
Samples: Account Agreement, Account Agreement, Account Agreement
