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
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
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
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