Legal & Regulatory Disclosures
v2026.09.03
- Document version
- v1.2
- Effective
- 2026-09-03
- Change
- material — supersedes v2026.07.08
- SHA-256
- ef26fc0add0a0692dacc94902a12b4b8ce13cbed9cc41180bb9892f6da1d46af
Note
Corrects the closing paragraph, which said this document was "incorporated by reference into your Client Advisory Agreement". The Agreement incorporates only the General Terms and Conditions (section 4); section 5 records that this disclosure was delivered. The prior wording asserted contractual status the Agreement does not grant, and if it were true, revising this disclosure would amend a signed contract. No risk, practice or factual content changed.
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