Platform Offering Sample Clauses
Platform Offering. Customer understands that Broker offers securities solely through the Platform, which Customer can access solely through their Financial Institution. Closing a Financial Institution Account will restrict Customer’s access to the Customer Account and will limit trading capabilities to ‘sell only’. The Platform is operated by InvestiFi and includes Broker’s securities offering as well as AdvisiFi’s investment advisory offering. ▇▇▇▇▇▇’s role on the Platform is limited to introducing brokerage services and specifically, receiving instructions from AdvisiFi and introducing Customer’s Customer Account and all transactions to RQD. Customer understands that their relationships with ▇▇▇▇▇▇ and AdvisiFi are controlled by separate documentation governing such relationships (collectively, the “Platform Documentation”). For the avoidance of doubt, this Customer Agreement solely governs the relationship between Customer and Broker, and not the Customer’s relationship with AdvisiFi or any other Affiliate. Customer understands and acknowledges that Customer’s securities and cash held with the Clearing Broker are SIPC protected. CUSTOMER UNDERSTANDS AND AGREES THAT WHEN IT OPENS AN ACCOUNT AND ACCESSES THE PLATFORM, THAT CUSTOMER WILL INTERACT WITH EACH OF THE RELEVANT ENTITIES DEPENDING ON CUSTOMER’S ACTIVITIES ON THE PLATFORM. CUSTOMER FURTHER ACKNOWLEDGES AND UNDERSTANDS THAT CLEAR, EXPLICIT AND REPEATED DISCLOSURES WILL BE PROVIDED TO CUSTOMER AT ALL RELEVANT TIMES DURING CUSTOMER ACCESS OF THE PLATFORM. IN THE EVENT THAT CUSTOMER HAS ANY QUESTIONS REGARDING CUSTOMER’S RELATIONSHIP WITH BROKER, OR ANY OF THE ENTITIES, OR QUESTIONS REGARDING ANY OF THE INFORMATION CONTAINED IN THIS CUSTOMER AGREEMENT, CUSTOMER WILL IMMEDIATELY CONTACT BROKER AT ▇▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇.▇▇ PRIOR TO ENGAGING IN ANY TRADING AND/OR RELATED ACTIVITY ON THE PLATFORM.
Platform Offering. Subject to the terms of this Agreement, Open Raven will use commercially reasonable efforts to provide Customer access to and use of the Platform during the Term solely for Customer’s internal business operations, subject to any terms and restrictions set forth in each Order Form. For clarity, this Agreement is not intended to cover or apply to any open source offerings or components made available by Open Raven separately, and any such offerings or components are subject to the terms of the open source license(s) applicable thereto (as set forth on the relevant open source software download web page or in the applicable open source software files).