Joint Client definition
Examples of Joint Client in a sentence
However, if we know or suspect there may be a dispute or conflict of interest between one Joint Client and any other Joint Client (or Joint Clients), we may seek Instructions or notices from each of you.
This Agreement shall not be affected by the death, incapacity or dissolution of any Joint Client.
Each Joint Client also understands and agrees that the social security number or tax identification number of the Primary Client shall be used for tax reporting with respect to the Joint Account.
Bank of America agrees to compensate EPIQ Systems for the deposit portfolio maintained at Bank of America and the Joint Client relationships according to the Fee Schedules attached hereto as Exhibit A and Exhibit B, as may be amended from time to time as permitted herein.
When opening a Joint Account, Joint Clients must designate one Joint Client as the primary account holder (“Primary Client”).
No fee payable hereunder will be passed on or through to a Joint Client or any other third party.
Each party will determine its own level of sales and marketing resources and its efforts with respect to marketing and servicing Joint Clients; provided, however, that each party will coordinate and cooperate with the other party in good faith with respect to Joint Client calls.
Notwithstanding Section 3 above, Bank of America will not, and its Affiliates will not, directly or indirectly support with its products or services a Joint Client through any other arrangement with another third-party technology provider for a period of time which is eighteen (18) months following the completion of EPIQ Systems’ most recent financial investment in hardware or on-site training for the benefit of such Joint Client.
Such Person will have the authority to handle the operation of the Securities Account and exercise all rights, powers and discretion pursuant to the Agreement on behalf of any of the Joint Client.
Until this marketing arrangement between EPIQ Systems and Bank of America is terminated after following the procedure outlined in Section 9, the parties agree that each Joint Client has the right to remain a client of each of EPIQ Systems and Bank of America and to utilize each party’s respective products and services in accordance with the Letter Agreement.