Common use of Written Plan Clause in Contracts

Written Plan. Based on the data the Client provides, the Client’s chosen objectives and the Adviser’s analysis, the Adviser will prepare and present to the Client a personal financial plan summarized in written form.

Written Plan. Based on the data the Client provides, the Client’s chosen objectives and the Adviser’s analysis, the Adviser will prepare and present to the Client a personal financial plan summarized in written formform in addition to the Investment Policy Statement (“IPS”).

Written Plan. Based on On the basis of the data the Client providesyou provide, the Client’s chosen objectives and the Adviser’s analysisobjectives chosen, the Adviser Advisor will prepare and present to the Client a personal and/or business financial plan summarized in written form.