Common use of AGREEMENT AND DECLARATION Clause in Contracts

AGREEMENT AND DECLARATION. This agreement is made between: Insert below the legal name in which the account should be managed: referred to in the Terms of Business forming part of this Agreement as "the Client"; and Bordier & Cie (UK) PLC ('the Manager'), whose registered address is at ▇▇ ▇▇▇▇ ▇▇▇▇▇▇, ▇▇ ▇▇▇▇▇'▇, ▇▇▇▇▇▇ ▇▇▇▇ ▇▇▇. I confirm that the information in this document (incorporating Objectives, Risk Assessment and Suitability Questionnaire) is an accurate reflection of our financial circumstances and requirements. We will immediately advise Bordier UK of any material changes to this information in case they should have a bearing on the objectives or risk profile being used to manage our investment portfolio(s). We understand that if we do not advise Bordier UK of any changes, then the portfolio may be adversely affected by such inaction. I/We the undersigned, having received and read the Terms of Business with the intention of being legally bound by the terms, have read and agree to the Bordier UK Privacy Policy, and having read and understood the Bordier UK risk and suitability guide which you have provided to us and hereby appoint you to provide such services to me/us and as may be agreed from time to time in respect of one or more Portfolios. ▇▇▇▇ MEMBER Full name: Signature: Date: DD MM YYYY