Examples of Advisory Account in a sentence
When your Advisory Account is incepted, the Fee is billed for the remainder of the current billing period and is based on your initial contribution to the Account.
However, you acknowledge that we may modify and amend this MAA, Program Supplements, and the related terms and conditions applicable to you and your Advisory Account on thirty (30) days’ written notice to you, and that your continued use of your Account constitutes your acceptance of any such modification or amendment.
The summaries below include a reference to the maximum Fee you could be charged for the services provided to your Advisory Account; however, the Fee charged to your Advisory Account may be less.
In addition, in certain of the Advisory Account Programs, other investment advisers, including RJA, through AMS, as Subadviser, Manager(s), OSM Managers, as applicable, also provide investment advisory services to Adviser or directly to you on a discretionary or non-discretionary basis, as described.
If you previously elected and were approved for margin in your brokerage account, the margin feature will automatically carry over when converting to a margin eligible Advisory Account without further action on your part, subject to the terms of the Margin Agreement.