Service to Others. It is understood that Spire and its affiliates may perform investment advisory services for various clients. Client agrees that Spire may give advice and take action in the performance of its duties with respect to any of its other clients which may differ from advice given or the timing and nature of action taken with respect to the Client. This Agreement shall not be deemed to confer upon Spire any obligation to acquire for the Client a position in any security which Spire, its principals, affiliates or employees may acquire for its or their own accounts or for the account of any other client, if in the opinion of Spire, it is not for any reason practical or desirable to acquire a position in such security for the Client. The USA PATRIOT ACT requires Spire Wealth Management to verify your identity through the CIP. Please provide us with the following information. Client Name Date of Birth: Social Security/Tax ID Number: Type of Government-issued ID: Issuing Jurisdiction ID Number: ID Expiration Date: Primary Email Note: By providing your email address here you are offering your consent to receive important notices and required regulatory disclosures electronically by email communication. Spire Investment Partners, LLC. will not utilize this email for marketing purposes and will safeguard your information in accordance with our Privacy Policy. Should at any point in time you need such disclosures in writing, please send your request to ▇▇▇▇▇▇▇@▇▇▇▇▇▇▇.▇▇▇ or send a signed letter of instruction to the Spire Investment Partners home office at: The Client authorizes Spire Wealth Management to charge the Client accounts directly through the Custodian for the full amount of its advisory fees as they become due. The fee deductions will be reported monthly on statements as sent by the Custodian(s). Advisory fees will be charged with the following order: Custodian Title Account # Calculate Billing on each account and debit only account indicated below Each account is charged separately.
Appears in 2 contracts
Sources: Investment Management Agreement, Investment Management Agreement