Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, on the investment objective of the Account and of any changes or modifications therein as well as any specific investment restrictions.
Appears in 12 contracts
Sources: Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, Adviser on the investment objective of the Account and of any changes or modifications therein as well as any specific equity investment restrictions.
Appears in 1 contract
Sources: Investment Advisory Agreement
Investment Objectives and Restrictions. It will be Client's responsibility to advise Adviser, via the web portal and applicable questionnaires, Adviser on the investment objective of the Account and of any changes or modifications therein as well as any specific investment restrictions.
Appears in 1 contract
Sources: Investment Advisory Agreement