Common use of Receipt of Disclosures Clause in Contracts

Receipt of Disclosures. Client hereby acknowledges receipt of Adviser’s Privacy Policy Notice and a copy of Adviser’s written disclosure statement as set forth on Part 2 of Form ADV (Uniform Application for Investment Adviser Registration) or otherwise meeting the requirements of Rule 204-3 of the Advisers Act, and/or applicable state law.

Appears in 2 contracts

Samples: Discretionary Asset Management Agreement, Discretionary Asset Management Agreement

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Receipt of Disclosures. Client hereby acknowledges receipt of Adviser’s 's Privacy Policy Notice and a copy of Adviser’s 's written disclosure statement as set forth on Part 2 of Form ADV (Uniform Application for Investment Adviser Registration) or otherwise meeting the requirements of Rule 204-3 of the Advisers Act, and/or applicable state law.

Appears in 2 contracts

Samples: Discretionary Portfolio Management Agreement, Discretionary Portfolio Management Agreement

Receipt of Disclosures. Client hereby acknowledges receipt of Adviser’s 's Privacy Policy Notice and a copy of Adviser’s 's written disclosure statement as set forth on Form ADV Part 2 2A and Form ADV Part 3 (Form CRS) of Form ADV (Uniform Application for Investment Adviser Registration) or otherwise meeting the requirements of Rule 204-3 of the Advisers Act, and/or applicable state law.

Appears in 1 contract

Samples: Discretionary Portfolio Management Agreement

Receipt of Disclosures. Client hereby acknowledges receipt of AdviserAdvisor’s Privacy Policy Notice and Notice, a copy of AdviserAdvisor’s written disclosure statement brochure and brochure supplement as set forth on Part 2 of Form ADV (Uniform Application for Investment Adviser Registration), and Form CRS (Customer Relationship Summary) or otherwise meeting the in accordance with applicable rules and requirements of Rule 204-3 of the Advisers Act, and/or applicable state law.

Appears in 1 contract

Samples: Investment Advisory Agreement

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Receipt of Disclosures. Client hereby acknowledges receipt of Adviser’s 's Privacy Policy Notice and a copy of Adviser’s 's written disclosure statement as set forth on Part 2 and 3 of Form ADV (Uniform Application for Investment Adviser Registration) or otherwise meeting the requirements of Rule 204-3 of the Advisers Act, and/or applicable state law.

Appears in 1 contract

Samples: Robo Portfolios Advisory Agreement

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