Responsibilities of Client. (i) Client shall promptly (a) complete and deliver to Management each questionnaire and any other documents requested by Management from time to time, and (b) advise Management of the investment objectives of Client, any changes or modifications to those objectives and any specific investment restrictions relating to Client or the Client Assets. Client shall promptly notify Management in writing (x) if Client considers any advice provided by Management to violate such objectives or restrictions or (y) of any changes to any such questionnaire or any of the information or assumptions in any written financial planning documents prepared by Management for Client (the “Planning Documents”).
Appears in 14 contracts
Samples: Management Group Relationship Agreement, Management Group Relationship Agreement, Management Group Relationship Agreement
