Examples of Client Profile in a sentence
If such situation occurs, Company shall immediately notify Client by e-mail specified in the Client Profile.
I represent that all information contained within the Client Profile is true and accurate.
Client Profile, Open Case, and RSS Pre-Enrollment Form when participant starts to consider long term coaching.
Secondly, many companies, both sellers and investors, have set aside funds to cover the costs of potential litigation.
I agree to promptly notify Xxxxxx Xxxxx by contacting my financial advisor of any material change in the information that I have provided to Xxxxxx Xxxxx, including, but not limited to, my financial situation, investment objectives and/or risk tolerance and any other information provided by me in the Client Profile.
Xxxxxx Xxxxx will rely on the information I provide in the Client Profile in order to recommend an Account Portfolio Objective and a Goal Portfolio Objective, if applicable.
The Company reserves the right to terminate this Agreement or reset the results of Trading Operations in the event of re-registration of the Client Profile or in case of multiple Trading Accounts usage by the same Client.
Advisor shall select the strategy most appropriate for the Client in accordance with Client’s Client Profile & Investment Goals.
Failure to approve the change in Investment Objective may result in Client remaining in a Model Portfolio that is no longer aligned with the Client Profile.
Participant understands that participation in the NWSSC CMIS/HMIS system will make confidential information in the Client Profile available to other participants as outlined in the NWSSC CMIS/HMIS Policies and Procedures.