Common use of SUITABILITY ASSESSMENT Clause in Contracts

SUITABILITY ASSESSMENT. 4.1 SoFi HK makes available to you the Robo Advisory Service and assess the suitability of recommendation based on the information you have provided such as your age, risk appetite, knowledge and experience of investing, financial situation and investment objectives etc. You undertake as an ongoing obligation to provide SoFi HK with updates of such information as well as other information that he provided in your Account Application and to inform SoFi HK as according to clause 29.6 under the Customer Agreement if there is any change.

Appears in 4 contracts

Samples: Introduction, Introduction, Introduction

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SUITABILITY ASSESSMENT. 4.1 SoFi HK makes available to you the Robo Advisory Service and assess the suitability of recommendation based on the information you have provided such as your age, risk appetite, knowledge and experience of investing, financial situation and investment objectives etc. You undertake as an ongoing obligation to provide SoFi HK with updates of such information as well as other information that he provided in your Account Application and to inform SoFi XxXx HK as according to clause 29.6 under the Customer Agreement if there is any change.

Appears in 1 contract

Samples: Introduction

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