Common use of Third Party Professionals Clause in Contracts

Third Party Professionals. During the process of providing financial advice, it may, from time to time, be prudent to consult with other third-party professionals such as a lawyer or an accountant. In the event that such a consultation is deemed necessary, the client will be advised and requested to approve any such consultation. At that time, the client will also confirm that they are willing to accept responsibility for any professional fees incurred for this purpose. No such consultation will take place without the client’s express approval and agreement.

Appears in 1 contract

Sources: Advisor Disclosure and Engagement Agreement

Third Party Professionals. During the process of providing financial advice, advice it may, from time to time, be prudent to consult with other third-party professionals such as a lawyer or an accountant. In the event that such a consultation is deemed necessary, the client will be advised and requested to approve any such consultation. At that time, the client will also confirm that they are willing to accept responsibility for any professional fees incurred for this purpose. No such consultation consultations will take place without the client’s express approval and agreement.

Appears in 1 contract

Sources: Engagement Agreement