Services by XX. Xx execution of this Agreement, IA hereby accepts the appointment as investment Advisor for the Account and agrees from and after the effective date, as referred to in the Schedule of Fees attached hereto as Exhibit II, (a) to supervise and direct the investments of the Account per the investment objectives of Client as listed on the attached Exhibit I, and as communicated hereafter in writing to IA from time to time; (b) to appraise and review, at least quarterly during the period of this Agreement investments of the Account, as initially accepted by IA, together with all additions, substitutions and alterations to it; and (c) to render to Client at least quarterly a written statement of the investments of the Account. This statement will come directly from a Custodian. It is understood and agreed that IA, in the maintenance of records for its own purposes, or in making such records or the information contained therein available to Client or any other person at the direction of Client, does not assume responsibility for the accuracy of information furnished by Client or any other person, firm or corporation.
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Samples: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Services by XX. Xx By execution of this Agreement, IA hereby accepts the appointment as investment Advisor advisor for the Account and agrees from and after the effective date, as referred to in the Schedule of Fees attached hereto as Exhibit II,
(a) to supervise and direct the investments of the Account per in accordance with the investment objectives of Client as listed on the attached Exhibit I, and as communicated hereafter in writing to IA from time to time;
(b) to appraise and review, at least quarterly during the period of this Agreement investments of the Account, as initially accepted by IA, together with all additions, substitutions and alterations to itthereto; and
(c) to render to Client at least quarterly a written statement of the investments of the Account. This statement Clients will come receive monthly statements directly from a Custodianthe Client’s Custodian (or brokerage firm). It is understood and agreed that IA, in the maintenance of records for its own purposes, or in making such records or the information contained therein available to Client or any other person at the direction of Client, does not assume responsibility for the accuracy of information furnished by Client or any other person, firm or corporation.
Appears in 1 contract
Samples: Investment Advisory Agreement