Common use of Section 13 Reporting Clause in Contracts

Section 13 Reporting. Betterment and Advisor agree that only Betterment will exercise “investment discretion” with respect to Accounts within the meaning of Section 13(f) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and that Betterment shall be responsible for filing any required reports pursuant to Section 13(f) and the rules thereunder. If any term on the xxx.xxxxxxxxxxxxxxxxxxxxx.xxx website conflicts with the term in this Agreement, the term in this Agreement shall govern. BETTERMENT LLC MTG LLC d/b/a Betterment Securities Advisor By: Name: Xxxxxxxx Xxxxx Title: General Counsel By: Name: Xxxxx Xxxxxxx Title: President By: [Electronically Signed] Exhibit A Advisor hereby makes the following representations, warranties and acknowledgements in connection with the use of any Model Portfolios:

Appears in 3 contracts

Samples: Agreement, Agreement, Agreement

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Section 13 Reporting. Betterment and Advisor agree that only Betterment will exercise “investment discretion” with respect to Accounts within the meaning of Section 13(f) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and that Betterment shall be responsible for filing any required reports pursuant to Section 13(f) and the rules thereunder. If any term on the xxx.xxxxxxxxxxxxxxxxxxxxx.xxx xxxxx://xxxxxxxx.xxxxxxxxxx.xxx website conflicts with the term in this Agreement, the term in this Agreement shall govern. BETTERMENT LLC MTG LLC d/b/a Betterment Securities Advisor By: Name: Xxxxxxxx Xxxxx Title: General Counsel By: Name: Xxxxx Xxxxxxx Title: President By: [Electronically Signed] Exhibit A Advisor hereby makes the following representations, warranties and acknowledgements in connection with the use of any Model Portfolios:

Appears in 1 contract

Samples: Agreement

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