Barry and Donna Rowland (“Rowland”) first enlisted Sandy Morris and her Florida-based firm, Sandy Morris Financial LLC (“SMF”), for financial planning advice in 2014. After the couple moved to North Carolina, they continued to use SMF for financial services and, in 2017, hired Morris and SMF to manage their investment accounts. Pursuant to this expanded scope of work, SMF provided Rowland with several documents for signature, including the firm’s Asset Management Agreement (“AMA”), in a fifty-four-page PDF. After Mr. Rowland signed and returned this document through Docusign, it was signed by SMF’s Chief Compliance Officer….
Read the complete story here.
This article first appeared on Arbitration Notes by Herbert Smith Freehills, here. On 22 April 2021 the UK Jurisdiction Taskforce (UKJT), a government-backed initiative chaired by Sir Geoffrey Vos, Master...
By Craig Tevendale, Chris Parker, Dorothy Livingston, Vanessa Naish, Charlie MorganThis article first appeared on Global Arbitration News by Baker McKenzie, here. In Uber Technologies Inc. v. Heller, 2020 SCC 16 (“Uber v. Heller“) the Supreme Court of Canada upheld the Ontario Court...
By Christina Doria, Brittany ShalesThis article was first published on the Arbitration Matters blog, here. In Tessier v 2428-8516 Québec inc., 2002 QCCS 3159, Justice Dufresne granted an application for a declinatory exception in respect...
By Rachel Howie
With the purchase of a Featured Membership, you will be shown on the front page of Arbitrate.com to web site visitors from your city and region (“state” if you are in the USA). You may appear in more than one city/region by purchasing additional locations.
