Common use of Understanding of the Client Clause in Contracts

Understanding of the Client. All transactions in the Account will be processed and cleared through the Custodian and if applicable, broker dealer. The Firm may also perform advisory services for various other clients or take actions for other clients that differs from the advice given or the nature of any action taken for the Account. The Account may only contain a portion of the Client’s assets, and the Client has determined that the investment program contemplated by this Agreement is prudent in light of the Client’s overall investment portfolio.

Appears in 5 contracts

Samples: Agreement, Agreement, Agreement

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