Basis of Advice Clause Samples
The 'Basis of Advice' clause defines the foundation and context upon which professional advice is given within an agreement. It typically clarifies that the advice provided is based on information supplied by the client, relevant laws, and the circumstances known at the time. For example, it may specify that the advisor is not responsible for outcomes resulting from incomplete or inaccurate information provided by the client. This clause ensures transparency about the limitations of the advice and allocates responsibility, helping to prevent misunderstandings or disputes regarding the scope and reliability of the advice given.
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Basis of Advice. Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor are based upon the professional judgment of Advisor and its individual counselors
Basis of Advice. The Client acknowledges that the Advisor obtains information from a wide variety of publicly available sources and that the Advisor has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by the Advisor are based upon the professional judgment of the Advisor and its individual professional counselors and neither the Advisor nor its individual counselors can guarantee the results of any of their recommendations. The Client at all times may elect unilaterally to follow or ignore completely or in part any information, recommendation or counsel given by the Advisor under this Agreement.
Basis of Advice. The Unlimited does not provide Advice as defined in the FAIS Act as a feature of its business. In order to ensure that you make a financial commitment to a product that is appropriate to your needs, as determined by you, we strongly recommend that you request all the necessary documentation and information you feel necessary for you to make an informed choice; before you make a final decision.
Basis of Advice. The Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources of inside or private information. The suggestions and strategies developed by Advisor are based upon the professional judgment of Advisor and its individual professional counselors and neither Advisor nor its individual counselors can guarantee the results of any of recommendations. Client at all times shall elect to follow or ignore completely or in part, any information, or suggestion given by the Advisor under this agreement. There are risks inherent in all financial decisions and transactions. Our financial planning advice under this contract are advisory in nature, and all decisions shall be made upon the client’s order and for your account and risk. We will not be held responsible for errors in judgment or for correctness of opinions or information so long as negligence, willful misconduct, or violation of law is not involved. Neither Advisor nor any employee nor associated person will act on any inside information when purchasing or selling securities.
Basis of Advice. You understand that Pathways Advisory Group, Inc. obtains information from a wide variety of publicly available sources. Pathways Advisory Group, Inc. does not have, nor does it claim to have sources of inside or private information. The recommendations developed by Pathways Advisory Group, Inc. are based upon the professional judgment of Pathways Advisory Group, Inc. and the Firm cannot guarantee the results of any recommendations.
Basis of Advice. Client acknowledges that ▇▇▇▇▇▇▇▇ Advisors obtains information from a wide variety of publicly available sources. ▇▇▇▇▇▇▇▇ Advisors does not have, nor does it claim to have, sources of inside or private information. The recommendations developed by ▇▇▇▇▇▇▇▇ Advisors are based upon the judgment of ▇▇▇▇▇▇▇▇ Advisors. ▇▇▇▇▇▇▇▇ Advisors cannot guarantee the results of its recommendations.
Basis of Advice. You acknowledge that MOIS, Platform Manager, and/or Third-Party Money Manager obtain information from a wide variety of publicly available sources. MOIS, Platform Manager and Third-Party Money Manager do not have sources of inside or private information. The recommendations developed by MOIS are based upon the judgment of MOIS. MOIS, Platform Manager, and/or Third-Party Money Manager cannot guarantee the results of any recommendations and models/trade signals.
Basis of Advice. Client acknowledges that AEWM and the Model Managers obtain information from a wide variety of publicly available sources. AEWM and the Model Managers do not have sources of inside or private information. The recommendations developed by AEWM are based upon the judgments of AEWM. AEWM and the Model Managers cannot guarantee the results of any recommendations and models/trade signals.
Basis of Advice. You acknowledge that MFWM performs its own research by obtaining information from a wide variety of sources. MFWM may utilize research prepared and distributed by its affiliates, including investment newsletter services (“Affiliated Research”). Affiliated Research does not represent the sole basis of our advice, and all investment decisions for your Account are made independently by the portfolio managers at MFWM. Accordingly, you further acknowledge and agree
Basis of Advice. You acknowledge that we obtain information from a wide variety of publicly available sources, and that we have no sources, and do not claim to have sources of inside or private information. The recommendations developed by us are based on our professional judgment, and we cannot guarantee the results of our recommendations. You shall always elect unilaterally to follow or ignore, completely or in part, any information, recommendation or counsel given by us under this Agreement.