Receipt of Disclosures. You acknowledge receipt of our Privacy Policy Notice, written disclosure brochure as set forth on Part 2A of Form ADV and all accompanying appendices, our brochure supplement(s) as set forth on Part 2B of Form ADV (if applicable), or another document meeting the disclosure requirements of applicable federal or state law.
Appears in 4 contracts
Samples: Financial Planning Agreement, Discretionary Investment Management Agreement, Financial Planning Agreement
Receipt of Disclosures. You acknowledge receipt of our Privacy Policy Notice, written disclosure brochure as set forth on Part 2A of Form ADV and all any accompanying appendices, our brochure supplement(s) as set forth on Part 2B of Form ADV (if applicable)ADV, or another document meeting and the disclosure requirements of applicable federal or state lawForm CRS client relationship summary.
Appears in 2 contracts
Samples: Investment Advisory Agreement, Investment Advisory Agreement
Receipt of Disclosures. You acknowledge receipt of our Privacy Policy Notice, written disclosure brochure as set forth on Part 2A of Form ADV and all accompanying appendicesand, our brochure supplement(s) as set forth on Part 2B of Form ADV (if applicable), or another document meeting the disclosure requirements of applicable federal or state law.
Appears in 1 contract
Receipt of Disclosures. You By signing below, you acknowledge receipt of our Privacy Policy Notice, written Form CRS, disclosure brochure as set forth on Part 2A of Form ADV ADV, and all accompanying appendices, our brochure supplement(s) as set forth on Part 2B of Form ADV (if applicable), or another document meeting the disclosure requirements of applicable federal or state lawADV. Client Initials: .
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