Electronic Signature and Delivery. The Advisory Services are offered only online through an interactive website or other electronic connectivity, and, as part of the Advisory Services, you agree to use electronic signatures and accept electronic delivery (as available) of all communications, documents and disclosures that are necessary for enrollment and participation in the Advisory Services in electronic form, including, but not limited to, the Agreement and Supplement, the Brokerage Agreement and Disclosures (if applicable), the IRA Agreement (if applicable), the Part 2A and 2B Brochures and Disclosure Supplements, the Forms CRS, the ▇. ▇▇▇▇ Price Privacy Notice (U.S. and Canada), asset transfer forms, prospectuses, transaction confirmations, statements, tax forms, annual and semi-annual reports, proxies, account communications, termination notices and other materials including all applicable updates, modifications and amendments of these documents and disclosures (collectively, “Advisory Services Documents and Communications”). (Please note that your acceptance of electronic delivery hereunder does not apply to documents required to be provided to you in connection with any mutual fund or brokerage account you may hold with ▇. ▇▇▇▇ ▇▇▇▇▇ (e.g., prospectuses, transaction confirmations, statements, etc.).) Regular and dependable Internet access, which cost is your responsibility, is required to enroll in the Advisory Services and to access all Advisory Services Documents and Communications. You should not enroll in the Advisory Services if you do not have regular, dependable Internet access. It is your obligation to maintain an accurate and up-to-date email address with ▇. ▇▇▇▇ Price and to ensure that you have the ability to read, download, print, and retain all Advisory Services Documents and Communications you receive. TRP Advisory Services reserves the right to terminate Your Advisory Services if you do not maintain an accurate and up-to-date email address with ▇. ▇▇▇▇ Price. Certain of the Advisory Services Documents and Communications are available in electronic, portable document format (PDF). You acknowledge that you must have a program such as Adobe® Acrobat® Reader to access PDF files. If you do not currently have a PDF viewing program, you acknowledge that such programs are available online for no cost (“freeware”) and you agree to download a PDF viewer. If you are enrolled in ongoing Advisory Services, you will be sent an email notification from ▇. ▇▇▇▇ Price or the broker when an Advisory Services Document or Communication is available for you to view by logging into Your Advisory Services account on the ▇. ▇▇▇▇ Price website. The email will be sent to the current email address on file for Your Advisory Services account. You may view, verify, and change your email address by logging into Your Advisory Services account on the ▇. ▇▇▇▇ Price website. In the event of an email notification failure, ▇. ▇▇▇▇ Price and the broker may discontinue electronic delivery and mail your Advisory Services Documents and Communications to you in paper form until you reenroll for electronic delivery by logging into Your Advisory Services account. We reserve the right to terminate Your Advisory Services relationship and/or Advisory Services account if you do not reenroll for electronic delivery within a reasonable time. You may print or save a copy of any of the Advisory Services Documents and Communications for as long as it is available on your online Advisory Services account on the ▇. ▇▇▇▇ Price website. For Advisory Services that involve discretionary investment management services, you will receive trade confirmations to your attention via electronic delivery promptly following every securities transaction in Your Advisory Services account, provided, however, that you will not be provided separate confirmations of automatic investments, automatic withdrawals, or dividend reinvestments. For these activities, your regular account statement will serve in lieu of a confirmation. As long as there is activity in Your Advisory Services account, you will receive statements detailing your holdings and transaction information on a monthly basis. You agree to accept electronic delivery of the Advisory Services Documents and Communications as specified above, regardless of whether you access or view a particular document or communication. You acknowledge that Advisory Services are conditioned on enrollment in electronic delivery and that withdrawal of consent will result in the termination of Your Advisory Services account or relationship. Please note that you have a right to request, free of charge, a paper copy of certain documents required to be delivered under the Internal Revenue Code as well as the Forms ADV and Forms CRS and such requests do not waive or invalidate your consent to electronic delivery or distribution hereunder.
Appears in 1 contract
Sources: Client Agreement
Electronic Signature and Delivery. The Advisory Services are offered only online through an interactive website or other electronic connectivity, and, as part of the Advisory Services, you agree to use electronic signatures and accept electronic delivery (as available) of all communications, documents and disclosures that are necessary for enrollment and participation in the Advisory Services in electronic form, including, but not limited to, the Agreement and Supplement, the Brokerage Agreement and Disclosures (if applicable), the IRA Agreement (if applicable), the Part 2A and 2B Brochures and Disclosure Supplements, the Forms CRS, the ▇. ▇▇▇▇ Price Privacy Notice (U.S. and Canada), asset transfer forms, prospectuses, transaction confirmations, statements, tax forms, annual and semi-annual reports, proxies, account communications, termination notices and other materials including all applicable updates, modifications and amendments of these documents and disclosures (collectively, “Advisory Services Documents and Communications”). (Please note that your acceptance of electronic delivery hereunder does not apply to documents required to be provided to you in connection with any mutual fund or brokerage account you may hold with ▇. ▇▇▇▇ ▇▇▇▇▇ (e.g., prospectuses, transaction confirmations, statements, etc.).) Regular and dependable Internet access, which cost is your responsibility, is required to enroll in the Advisory Services and to access all Advisory Services Documents and Communications. You should not enroll in the Advisory Services if you do not have regular, dependable Internet access. It is your obligation to maintain an accurate and up-to-date email address with ▇. ▇▇▇▇ Price and to ensure that you have the ability to read, download, print, and retain all Advisory Services Documents and Communications you receive. TRP Advisory Services reserves the right to terminate Your Advisory Services if you do not maintain an accurate and up-to-date email address with ▇. ▇▇▇▇ Price. Certain of the Advisory Services Documents and Communications are available in electronic, portable document format (PDF). You acknowledge that you must have a program such as Adobe® Acrobat® Reader to access PDF files. If you do not currently have a PDF viewing program, you acknowledge that such programs are available online for no cost (“freeware”) and you agree to download a PDF viewer. If you are enrolled in ongoing Advisory Services, you will be sent an email notification from ▇. ▇▇▇▇ Price or the broker when an Advisory Services Document or Communication is available for you to view by logging into Your Advisory Services account on the ▇. ▇▇▇▇ Price website. The email will be sent to the current email address on file for Your Advisory Services account. You may view, verify, and change your email address by logging into Your Advisory Services account on the ▇. ▇▇▇▇ Price website. In the event of an email notification failure, ▇. ▇▇▇▇ Price and the broker may discontinue electronic delivery and mail your Advisory Services Documents and Communications to you in paper form until you reenroll for electronic delivery by logging into Your Advisory Services account. We reserve the right to terminate Your Advisory Services relationship and/or Advisory Services account if you do not reenroll for electronic delivery within a reasonable time. You may print or save a copy of any of the Advisory Services Documents and Communications for as long as it is available on your online Advisory Services account on the ▇. ▇▇▇▇ Price website. For Advisory Services that involve discretionary investment management services, you will receive trade confirmations to your attention via electronic delivery promptly following every securities transaction in Your Advisory Services account, provided, however, that you will not be provided separate confirmations of automatic investments, automatic withdrawals, or dividend reinvestments. For these activities, your regular account statement will serve in lieu of a confirmation. As long as there is activity in Your Advisory Services account, you will receive statements detailing your holdings and transaction information on a monthly basis. You agree to accept electronic delivery of the Advisory Services Documents and Communications as specified above, regardless of whether you access or view a particular document or communication. You acknowledge that Advisory Services are conditioned on enrollment in electronic delivery and that withdrawal of consent will result in the termination of Your Advisory Services account or relationship. Please note that you have a right to request, free of charge, a paper copy of certain documents required to be delivered under the Internal Revenue Code as well as the Forms ADV and Forms CRS and such requests do not waive or invalidate your consent to electronic delivery or distribution hereunder.
Appears in 1 contract
Sources: Advisory Services Client Agreement