Common use of Portfolio Selection Clause in Contracts

Portfolio Selection. You will complete your application via the Program’s website. You, as Client, understand and acknowledge that TCG is relying upon your accurate completion of the application. You acknowledge that the purchase of shares in such mutual funds are at risk and TCG offers no investment advice concerning mutual funds (or any other registered investment) for you to purchase nor is TCG acting as your investment advisor. If you are an individual investment client of TCG Advisory Services, LLC (an affiliate of TCG and a registered investment advisor), then upon specific request TCG Advisory Services, LLC will provide you with investment advice regarding the Program. To receive such investment advice, you must complete separate agreements (not part of this Agreement), required for an individual to be such a client and provide an acknowledgement of the separate capacities in which TCG Administrators and TCG Advisory Services, LLC operate. TCG reserves the right to use subcontractors, third party vendors or other services to assist in managing the Program. You can change your fund choices in the future. A customer service representative of TCG will be available by telephone to respond to your questions. TCG will provide mutual fund options in the Program from which you can select. All investment activity will be supervised by TCG Advisory Services, LLC, an affiliate of TCG. Where applicable and to the extent that any securities transaction occurs, then TCG Advisory Services, LLC shall conduct and execute same. TCG will pay the fees charged by TCG Advisory Services, LLC, if any, for this service. Changes may be made to the fund options at any time at the discretion of TCG and TCG Advisory Services, LLC, including adding new options or removing previous options. The Program website is updated anytime there is a change in the funds offered. You understand and agree that the Program is an online process and relies on information provided by you. You acknowledge that you will be responsible for all investment decisions about your account in the Program and that this program is considered Self Directed. You acknowledge that any assistance you may receive from a TCG representative is for educational purposes only or to assist you in managing your account for administrative purposes only. You also acknowledge that you are solely responsible for enrolling in the Program and choosing your funds, that TCG is not responsible for your decisions and TCG will not offer you investment advice of any kind unless you are an individual investment client of TCG Advisory Services, LLC as provided in “Application Process/Portfolio Selection” herein. TCG will not provide specific security advice as part of this Program. TCG makes no representation or warranty about how your account will perform with the Program, and your account values may increase or decrease over time.

Portfolio Selection. You will complete your application via the Program’s website. You, as Client, understand and acknowledge that TCG is relying upon your accurate completion of the application. You acknowledge that the purchase of shares in such mutual funds are at risk and TCG offers no investment advice concerning mutual funds (or any other registered investment) for you to purchase nor is TCG acting as your investment advisor. If you are an individual investment client of TCG Advisory Services, Services LLC (an affiliate of “TCG and Advisors”), which is a registered investment advisoradvisor regulated by the U.S. Securities and Exchange Commission (SEC), and is a part of Hub International Limited, then upon specific request TCG Advisory Services, Services LLC will provide you with investment advice regarding the Program. To receive such investment advice, you must complete separate agreements (not part of this Agreement), required for an individual to be such a client and provide an acknowledgement of the separate capacities in which TCG Administrators and TCG Advisory Services, LLC Advisors operate. TCG reserves the right to use subcontractors, third party vendors or other services to assist in managing the Program. You can change your fund choices in the future. A customer service representative of TCG will be available by telephone to respond to your questions. TCG will provide mutual fund options in the Program from which you can select. All investment activity will be supervised by TCG Advisory Services, Services LLC, an affiliate of TCG. Where applicable and to the extent that any securities transaction occurs, then TCG Advisory Services, Services LLC shall conduct and execute same. TCG will pay the fees charged by TCG Advisory Services, Services LLC, if any, for this service. Changes may be made to the fund options at any time at the discretion of TCG and TCG Advisory Services, Services LLC, including adding new options or removing previous options. The Program website is updated anytime there is a change in the funds offered. You understand and agree that the Program is an online process and relies on information provided by you. You acknowledge that you will be responsible for all investment decisions about your account in the Program and that this program is considered Self Directed. You acknowledge that any assistance you may receive from a TCG representative is for educational purposes only or to assist you in managing your account for administrative purposes only. You also acknowledge that you are solely responsible for enrolling in the Program and choosing your funds, that TCG is not responsible for your decisions and TCG will not offer you investment advice of any kind unless you are an individual investment client of TCG Advisory Services, Services LLC as provided in “Application Process/Portfolio Selection” herein. TCG will not provide specific security advice as part of this Program. TCG makes no representation or warranty about how your account will perform with the Program, and your account values may increase or decrease over time.