Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 6 contracts
Sources: Discretionary Portfolio Management Agreement, Discretionary Portfolio Management Agreement, Discretionary Investment Management Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couplespouses, life partners, etc.), Adviser’s services shall the Services will be based upon the joint goals communicated to the Adviser. Adviser shall will be permitted to rely upon instructions from either party with respect to disposition of the Assets, Assets unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 4 contracts
Sources: Non Discretionary Investment Management Agreement, Discretionary Investment Management Agreement, Discretionary Investment Management Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 4 contracts
Sources: Regular Discretionary Investment Advisory Agreement, Regular Discretionary Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients (i.e. married couplehusband and wife, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Sources: Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s services shall be based upon the joint goals communicated to the Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assetsservices provided hereunder, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients. Client acknowledges and understands that Adviser cannot and will not treat information provided by either party as confidential from the other related party.
Appears in 2 contracts
Sources: Financial Planning Agreement, Financial Planning Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.unless
Appears in 2 contracts
Sources: Discretionary Portfolio Management Agreement, Discretionary Portfolio Management Agreement
Client Conflicts. If this Agreement is between Adviser the Advisor and related the Clients (i.e. married couplespouse, life partners, etc), Adviserthe Advisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser The Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the AssetsAssets that are jointly owned, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Sources: Investment Advisory Agreement, Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Account Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 2 contracts
Sources: Investment Management Agreement, Investment Management Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clientsclients.
Appears in 1 contract
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. , and Adviser shall be permitted to may rely upon on instructions from either party with respect to disposition of the Assets, unless and until such reliance Adviser is revoked notified in writing to otherwise Privacy Notice. The Client acknowledges prior receipt of the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients’s Privacy Notice.
Appears in 1 contract
Sources: Investment Management Agreement
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients clients (i.e. married couplespouse, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to AdviserAdvisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clientsclients.
Appears in 1 contract
Sources: Investment Advisory Agreement
Client Conflicts. If this Agreement is between the Adviser and related Clients clients (i.e. married couplehusband and wife, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. , and Adviser shall be permitted to may rely upon on instructions from either party with respect to disposition of the Assets, unless and until such reliance Adviser is revoked notified in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.otherwise
Appears in 1 contract
Sources: Investment Management Agreement
Client Conflicts. If this Agreement is between Adviser Advisor and related Clients clients (i.e. married couplehusband and wife, life partners, etc.), AdviserAdvisor’s services shall be based upon the joint goals communicated to Adviserthe Advisor. Adviser Advisor shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the AdviserAdvisor. The Adviser Advisor shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clientsclients.
Appears in 1 contract
Sources: Investment Advisory Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couplespouses, life partners, etc.), Adviser’s services shall the Services will be based upon the joint goals communicated to the Adviser. Adviser shall will be permitted to rely upon instructions from either party with respect to disposition of the Assets, Assets unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.responsible
Appears in 1 contract
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couple), Adviser’s 's services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Sources: Financial Planning Agreement
Client Conflicts. If this Agreement is between Adviser and related Clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Client Conflicts. If this Agreement is between the Adviser and multiple related Clients (i.e. married couplehusband and wife, life partners, etc.), Adviser’s services shall be based upon the joint goals communicated to the Adviser. Adviser shall be permitted to rely upon instructions from either party with respect to disposition of the Assets, unless and until such reliance is revoked in writing to the Adviser. The Adviser shall not be responsible for any claims or damages resulting from such reliance or from any change in the status of the relationship between the Clients.
Appears in 1 contract
Sources: Regular Discretionary Investment Advisory Agreement