Common use of Your IPQ Information Clause in Contracts

Your IPQ Information. We will manage the assets in your Account according to your IPQ Information, including any reasonable restrictions that you may wish to impose on our management of your Account and that we accept. Please note: If you specify any restrictions, your Account’s performance may differ from the performance of Accounts without restrictions, possibly producing lower overall results. You represent that your IPQ Information is accurate and complete in all material respects. You agree to notify us promptly of any change in your IPQ Information, including reasonable modifications to existing restrictions and of any change that may affect the manner in which we should allocate or invest the assets in your Account. Our compliance with any such restrictions will be determined on the date of purchase only, based on the price and characteristics of the investment on the date of purchase, and a restriction will not be deemed breached as a result of changes in the value or status of an investment following purchase. We will provide substantially the same model or target portfolio to different clients with substantially the same IPQ responses. The information you provide to the Advisory Service in the IPQ or otherwise will be used by us in conjunction with the applicable Advisory Service and other Fidelity educational tools developed by Strategic Advisers only, and will not be used by our affiliates for any other services they may provide including brokerage services, unless you specifically instruct us to share the information.

Your IPQ Information. We will manage the assets in your Account according to your IPQ Information, including any reasonable restrictions that you may wish to impose on our management of your Account and that we accept. Please note: If note that, if you specify any restrictions, your Account’s performance may differ from the performance of Accounts accounts without restrictions, possibly producing lower overall results. You represent that your IPQ Information is accurate and complete in all material respects. You agree to notify us promptly of any change in your IPQ Information, including reasonable modifications to existing restrictions and of any change that may affect the manner in which we should allocate or invest the assets in your Account. Our compliance with any such restrictions will be determined on the date of purchase only, based on the price and characteristics of the investment on the date of purchase, and a restriction will not be deemed breached as a result of changes in the value or status of an investment following purchase. We will provide substantially the same model or target portfolio to different clients with substantially the same IPQ responses. The information you provide to the Advisory Service in the IPQ or otherwise will be used by us in conjunction with the applicable Advisory Service and other Fidelity educational tools developed by Strategic Advisers only, only and will not be used by our affiliates for any other services they may provide offer, including brokerage services, unless you specifically instruct us to share the information.

Your IPQ Information. We will manage the assets in your Account according to your IPQ Information, including any reasonable restrictions that you may wish to impose on our management of your Account and that we accept. Please note: If you specify any restrictions, your Account’s performance may differ from the performance of Accounts without restrictions, possibly producing lower overall results. You represent that your IPQ Information is accurate and complete in all material respects. You agree to notify us promptly of any change in your IPQ Information, including reasonable modifications modifications to existing restrictions and of any change that may affect the manner in which we should allocate or invest the assets in your Account. Our compliance with any such restrictions will be determined on the date of purchase only, based on the price and characteristics of the investment on the date of purchase, and a restriction will not be deemed breached as a result of changes in the value or status of an investment following purchase. We will provide substantially the same model or target portfolio to different clients with substantially the same IPQ responses. The information you provide to the Advisory Service in the IPQ or otherwise will be used by us in conjunction with the applicable Advisory Service and other Fidelity educational tools developed by Strategic Advisers only, and will not be used by our affiliates affiliates for any other services they may provide including brokerage services, unless you specifically specifically instruct us to share the information.