Your Representations and Acknowledgments. You hereby represent and warrant to, and agree with, the Trust, the Trustee and the Program Manager as follows:
Your Representations and Acknowledgments. (a) You acknowledge and agree that the creation of an Account under the Trust subjects your Account and Contributions to sales charges and ongoing fees as described in the Program Disclosure Statement.
Your Representations and Acknowledgments. You represent and agree regarding the following to us, here and throughout the term of this Agreement, and understand and agree that we are relying on these representations and agreements as an inducement to enter into perform the Financial Planning and Career Coaching Services: ● You will provide us with the necessary information to provide the agreed upon services. Our Financial Planning and Career Coaching services are based on information provided by you regarding your goals and circumstances. We shall not be responsible for guidance based on limited or incomplete information provided by you. ● You, alone, are solely responsible for all financial planning and career decisions and you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by us. ● We may perform similar service for other clients and may make recommendations to those clients that differ from the recommendations made to you. ● We obtain information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which we may provide. The information and recommendations developed by us is based on our professional judgment and the information you provide to us. ● We shall not be obligated to provide any services with or for you if, in our reasonable judgment, this would (i) violate any applicable federal or state law or any applicable rule or regulation of any regulatory agency, or (ii) be inconsistent with any internal policy maintained by us from time-to-time relating to business conduct with our clients.
Your Representations and Acknowledgments. You represent and agree regarding the following to us, here and throughout the term of this Agreement, and understand and agree that we are relying on these representations and agreements as an inducement to enter into perform the Financial Planning and Money Coaching Services: ● You consent to the recording of one-on-one Financial Planning and Money Coaching sessions, notwithstanding any exemption under law. ● You will provide us with the necessary information to provide the agreed upon services. Our Financial Planning and Money Coaching services are based on information provided by you regarding your goals and circumstances. We shall not be responsible for guidance based on limited or incomplete information provided by you. ● You, alone, are solely responsible for all financial planning and money coaching decisions and you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by us. ● We may perform similar service for other clients and may make recommendations to those clients that differ from the recommendations made to you. ● We obtain information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which we may provide. The information and recommendations developed by us is based on our professional judgment and the information you provide to us. ● We shall not be obligated to provide any services with or for you if, in our reasonable judgment, this would (i) violate any applicable federal or state law or any applicable rule or regulation of any regulatory agency, or (ii) be inconsistent with any internal policy maintained by us from time-to-time relating to business conduct with our clients. ● We shall not be obligated to provide any services with or for you if, in our reasonable judgment, this would (i) violate any applicable federal or state law or any applicable rule or regulation of any regulatory agency, or (ii) be inconsistent with any internal policy maintained by us from time-to-time relating to business conduct with our clients.
Your Representations and Acknowledgments. You represent and agree regarding the following to us, here and throughout the term of this Agreement, and understand and agree that we are relying on these representations and agreements as an inducement to enter into perform the Financial Planning and Money Coaching Services: ● You agree to the Ellevest Financial Planning and Money Coaching Services Terms and Conditions. ● You consent to the recording of one-on-one Financial Planning and Money Coaching sessions, notwithstanding any exemption under law. ● You will provide us with the necessary information to provide the agreed upon services. Our Financial Planning and Money Coaching services are based on information provided by you regarding your goals and circumstances. We shall not be responsible for guidance based on limited or incomplete information provided by you. ● You, alone, are solely responsible for all financial planning and money coaching decisions and you are under no obligation to follow, either wholly or in part, any recommendation or suggestion provided by us. ● We may perform similar service for other clients and may make recommendations to those clients that differ from the recommendations made to you. ● We obtain information from a wide variety of publicly available sources and cannot guarantee the accuracy of the information or success of the advice which we may provide. The information and recommendations developed by us is based on our professional judgment and the information you provide to us.
Your Representations and Acknowledgments. You represent and agree regarding the following to us, here and throughout the term of this Agreement, and understand and agree that we are relying on these representations and agreements as an inducement to enter into perform the Financial Planning Services:
Your Representations and Acknowledgments. You hereby represent and warrant to, and agree with the Program, the Board, and the Program Manager as follows:
