Common use of Representations and Responsibilities Clause in Contracts

Representations and Responsibilities. You represent and warrant to us that any information you have given or will give us with respect to this Agreement is complete and accurate. Further, you agree that any directions you give us or action you take will be proper under this Agreement, and that we are entitled to rely upon any such information or directions. If we fail to receive directions from you regarding any transac- tion, or if we receive ambiguous directions regarding any transaction, or we, in good faith, believe that any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from you or the appropriate government or judicial authority. We shall not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, and you agree to reimburse us for any loss we may incur as a result of such directions, actions, or failures to act. We shall not be responsible for any penalties, taxes, judgments, or expenses you incur in connection with your IRA. We have no duty to determine whether your contributions or distributions comply with the Code, Regulations, rulings, or this Agreement. We may permit you to appoint, through written notice acceptable to us, an authorized agent to act on your behalf with respect to this Agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, we have no duty to determine the validity of such appointment or any instrument appointing such authorized agent. We shall not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-

Appears in 1 contract

Samples: Stifel Account

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Representations and Responsibilities. You represent and warrant to us that any information you have given or will give provide us regarding your HSA with respect to this Agreement agreement is complete and accurate. Further, you agree that any directions you give us your HSA Administrator or action you take will be proper under this Agreementagreement, and that we are entitled to rely upon any such information or directions. If we fail to receive directions from you regarding any transac- tiontransaction, or if we receive ambiguous directions regarding any transaction, or we, we in good faith, faith believe that any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from you or the appropriate government or judicial authority. We shall not be responsible in the event of any failure or interruption of services resulting from the act or omission of any third party service provider used to give such direction, and shall not be responsible for any losses. We shall not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, and you agree to reimburse us for any loss we may incur as a result of such directions, actions, actions or failures to act. We shall not be responsible for any penalties, taxes, judgments, judgments or expenses you incur in connection with your IRAHSA. We have no duty the right, but not the obligation to determine whether your contributions or distributions comply with the Code, Regulations, rulings, or this Agreement. We may permit require you to appointprovide, through written notice on a form provided by or acceptable to us, an authorized agent proof or certification that you are eligible to act contribute to this HSA, including, but not limited to, proof or certification that you are covered by a HDHP. You acknowledge that establishment of your HSA is completely voluntary on your behalf part and that, to the best of your knowledge, your employer does not (a) limit your ability to move funds to another HSA beyond restrictions imposed by the Code; (b) impose conditions on utilization of HSA funds beyond those permitted under the Code; (c) make or influence the investment decisions with respect to this Agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, we have no duty funds contributed to determine the validity of such appointment or any instrument appointing such authorized agent. We shall not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-an HSA;

Appears in 1 contract

Samples: Hsa Custodial Agreement and Disclosure Statement

Representations and Responsibilities. You represent and warrant to us that any information you have given or will give us with respect to this Agreement is complete and accurate. Further, you agree that any directions you or the Account Representative give us us, or action you or the Account Representative take will be proper under this Agreement, Agreement and that we are entitled to rely upon any such information or directions. If You acknowledge that we fail are under no obligation to receive directions from you regarding any transac- tion, determine what actions or if we receive ambiguous directions regarding any transaction, documentation may be necessary or we, in good faith, believe that appropriate with respect to any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from by you or the appropriate government Account Representative, and that we need only obtain those documents specified by you or judicial authoritythe Account Representative in any authorization (i.e. purchase or sale authorization). We shall have no duty to confirm or ascertain that any such document or instrument obtained in connection with any transaction is genuine or authentic or that it has been properly or correctly executed or entered into by any purported party thereto. Upon receipt of any report or statement directly from us or SeedInvest Technology, you must inform us in writing if you believe any information on the report/statement is incorrect within 30 days after the report/statement is sent. If you do not so inform us, then we shall be relieved from all liability regarding the status of your Account as stated in the report/statement. We shall not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, act and you agree to reimburse us for any loss we may incur as a result of such directions, actions, actions or failures to act. We shall not be responsible for any penalties, taxes, judgments, damages or expenses you incur in connection with your IRA. We have no duty to determine whether your contributions or distributions comply with the Code, Regulations, rulings, or this Agreement. We may permit you to appoint, through written notice acceptable to us, an authorized agent to act on your behalf with respect to this Agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, we have no duty to determine the validity of such appointment or any instrument appointing such authorized agent. We shall not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-Account.

Appears in 1 contract

Samples: Personal Custodial Account Agreement

Representations and Responsibilities. You represent and warrant to us that any information you have given or will give us with respect to this Agreement agreement is complete and accurate. Further, you agree that any directions you give us or action you take will be proper under this Agreementagreement, and that we are entitled to rely upon any such information or directions. If we fail to receive directions from you regarding any transac- tiontransaction, or if we receive ambiguous directions regarding any transaction, or if we, in good faith, believe that any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from you or the appropriate government or judicial authority. We shall will not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, and you agree to reimburse us for any loss we may incur as a result of such directions, actions, or failures to act. We shall will not be responsible for any penalties, taxes, judgments, or expenses you incur in connection with your inherited IRA. We have no duty to determine whether your contributions or distributions comply with the Code, Regulationsregulations, rulings, or this Agreementagreement. We may permit you to appoint, through written notice acceptable accept- able to us, an authorized agent to act on your behalf with respect to this Agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, we have no duty to determine the validity of such appointment or any instrument appointing such authorized agent. We shall not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-with

Appears in 1 contract

Samples: Stifel Account

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Representations and Responsibilities. You represent and warrant to us that any information you have given or will give us with respect to this Agreement agreement is complete and accurate. Further, you agree that any directions you give us or action you take will be proper under this Agreementagreement, and that we are entitled to rely upon any such information or directions. If we fail to receive directions from you regarding any transac- tiontransaction, or if we receive ambiguous directions regarding any transaction, or if we, in good faith, believe that any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from you or the appropriate government or judicial authority. We shall will not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, and you agree to reimburse us for any loss we may incur as a result of such directions, actions, or failures to act. We shall will not be responsible for any penalties, taxes, judgments, or expenses you incur in connection with your IRAinherited Xxxx XXX. We have no duty to determine whether your contributions or distributions comply with the Code, Regulationsregulations, rulings, or this Agreementagreement. We may permit you to appoint, through written notice acceptable accept- able to us, an authorized agent to act on your behalf with respect to this Agreement agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, but we have no duty to determine the validity of such appointment or any instrument appointing such authorized agent. We shall not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-instrument

Appears in 1 contract

Samples: www.stifel.com

Representations and Responsibilities. You represent and warrant to us that any information you have given or will give us with respect to this Agreement agreement is complete and accurate. Further, you agree that any directions you give us or action you take will be proper under this Agreementagreement, and that we are entitled to rely upon any such information or directions. If we fail to receive directions from you regarding any transac- tiontransaction, or if we receive ambiguous directions regarding any transaction, or if we, in good faith, believe that any transaction requested is in dispute, we reserve the right to take no action until further clarification acceptable to us is received from you or the appropriate government govern- ment or judicial authority. We shall will not be responsible for losses of any kind that may result from your directions to us or your actions or failures to act, and you agree to reimburse us for any loss we may incur as a result of such directions, actions, or failures to act. We shall will not be responsible for any penalties, taxes, judgments, or expenses you incur in connection with your IRAXxxx XXX. We have no duty to determine whether your contributions or distributions comply with the Code, Regulationsregulations, rulings, or this Agreementagreement. We may permit you to appoint, through written notice acceptable accept- able to us, an authorized agent to act on your behalf with respect to this Agreement agreement (e.g., attorney-in-fact, executor, administrator, investment manager); however, but we have no duty to determine the validity of such appointment or any instrument appointing such authorized agent. We shall will not be responsible for losses of any kind that may result from directions, actions, or failures to act by your authorized agent, and you agree to reimburse us for any loss we may incur as a result of such directions, ac-,

Appears in 1 contract

Samples: Stifel Account

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