Discretionary Management Sample Clauses

Discretionary Management. This authorises us to manage your specified portfolio assets on your behalf, including buying, selling, subscribing, redeeming, holding, collecting income, applying dividends, and performing corporate actions (this may include voting, accepting takeovers, take up and exercise rights); and;
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Discretionary Management. 1.6.1. The Client hereby appoints the Investment Manager and the Investment Manager xxxxxx agrees with effect from the date of this Agreement to act as investment manager, with full discretion to invest, manage and realise the cash and other assets of the Client in the Portfolio in accordance with, and in furtherance of, the Client’s Profile and the Investment Guidelines (subject to any alterations or modifications as may from time to time be agreed in writing) and subject to the provisions hereof and of the Power of Attorney.
Sample 1
Discretionary Management. Delegating management of your portfolio Profiled Discretionary Management If you would like your asset portfolio to be managed by the bank, our dedicated team will manage your assets through the Profiled Discretionary Management service by: - Taking account of your goals, your appetite for risk, your investment horizon and your investment knowledge; - Using information networks and our research to offer you rigorous and consistent management, adapted to financial market changes, with the aim of achieving the best possible performance while meeting your risk management requirements. We also provide a quarterly asset management letter containing clear, pertinent information which is up-to-date in terms of our teams’ analysis and the investment decisions within the framework of the different investment strategies. - Continuously analyzing your portfolio, while keeping control of risk, in order to take tactical decisions that we consider to be appropriate as markets change; - Providing you with a quarterly portfolio statement giving a detailed picture of your portfolio and transactions, as well as a detailed description of the fees applied; - At your request, one of our asset management experts can work with your advisor.
Sample 1
Discretionary Management. You grant us limited discretionary authority to manage your Designated Account in accordance with your Investment Policy Statement through the purchase, sale, exchange, redemption, conversion, or other dis- position of investments, income, or proceeds deposited and held in your Designated Account as well as authority to deduct the investment advisory fees we charge pursuant to this Agree- ment from your Designated Account. We may periodically rebalance the asset allocation in your Designated Account based on the allocation targets described in your Investment Policy Statement. We may take all of these actions on your behalf without your prior knowledge, consent, or approval, subject to any limitations stated in your Investment Policy Statement. In order to evidence our limited discretionary au- thority, we may provide third parties with a copy of this Agreement. If required by any broker-dealer, any custodian, or other third-party service provider for your Designated Account, as identified below, you agree to provide us with a limited power of attorney to evidence our discretionary authority over your Designated Account. Such third-party agreements and limited powers of attorney will remain subject to the limitations set forth in this Agreement.
Sample 1
Discretionary Management. Insiders ABN AMRO Articles 26 (Open Period), 27 (Prohibition during Open Period), 28 (Opposite transactions), 29 (Reporting obligation and the obligation to effect securities transactions through ABN AMRO), 30 (Pre-clearance) and 33 (Statutory duty of notification to the Netherlands Authority for the Financial Markets) shall not apply to Insiders ABN AMRO, provided they have, subject to certain conditions, concluded a written discretionary management agreement. A copy of the said conditions, which form an integral part of these Regulations, may be obtained from the Compliance Officer on request. Insiders may contract out the management of their securities portfolios to a third party by means of a discretionary management agreement. Such an agreement must apply a strict distinction between ownership and management. In entering into such an agreement, the Insider authorises the third party to effect securities transactions on their behalf. The third party could be ABN AMRO Asset Management or another asset management/financial institution. when concluding a discretionary management agreement, the Insider is entitled to determine the level of risk diversification and the allocation of funds to different types of securities. Not more than once every six months may the Insider revise the arrangement made. The Insider is not allowed to issue interim instructions. A copy of a discretionary management agreement may be obtained from the Compliance Officer on request.
Sample 1

Related to Discretionary Management

  • Investment Management If and to the extent requested by the Advisor, the Sub-Advisor shall, subject to the supervision of the Advisor, manage all or a portion of the investments of the Portfolio in accordance with the investment objective, policies and limitations provided in the Portfolio's Prospectus or other governing instruments, as amended from time to time, the Investment Company Act of 1940 (the "1940 Act") and rules thereunder, as amended from time to time, and such other limitations as the Trust or Advisor may impose with respect to the Portfolio by notice to the Sub-Advisor. With respect to the portion of the investments of the Portfolio under its management, the Sub-Advisor is authorized to make investment decisions on behalf of the Portfolio with regard to any stock, bond, other security or investment instrument, and to place orders for the purchase and sale of such securities through such broker-dealers as the Sub-Advisor may select. The Sub-Advisor may also be authorized, but only to the extent such duties are delegated in writing by the Advisor, to provide additional investment management services to the Portfolio, including but not limited to services such as managing foreign currency investments, purchasing and selling or writing futures and options contracts, borrowing money or lending securities on behalf of the Portfolio. All investment management and any other activities of the Sub-Advisor shall at all times be subject to the control and direction of the Advisor and the Trust's Board of Trustees.

  • EMPLOYEE-MANAGEMENT ADVISORY COMMITTEE 33.01 (a) An Employee-Management Advisory Committee (EMAC) shall be established within three (3) months of the signing of the Collective Agreement. The Union Representative shall provide the names of up to three (3) elected Employees and the Employer shall provide the names of up to three (3) appointed representatives to sit on the EMAC.

  • Performance Management 17.1 The Contractor will appoint a suitable Account Manager to liaise with the Authority’s Strategic Contract Manager. Any/all changes to the terms and conditions of the Agreement will be agreed in writing between the Authority’s Strategic Contract Manager and the Contractor’s appointed representative.

  • Management Committee The Members shall act collectively through meetings as a "committee of the whole," which is hereby named the "Management Committee." The Management Committee shall conduct its affairs in accordance with the following provisions and the other provisions of this Agreement:

  • Patch Management All workstations, laptops and other systems that process and/or 20 store PHI COUNTY discloses to CONTRACTOR or CONTRACTOR creates, receives, maintains, or 21 transmits on behalf of COUNTY must have critical security patches applied, with system reboot if 22 necessary. There must be a documented patch management process which determines installation 23 timeframe based on risk assessment and vendor recommendations. At a maximum, all applicable 24 patches must be installed within thirty (30) calendar or business days of vendor release. Applications 25 and systems that cannot be patched due to operational reasons must have compensatory controls 26 implemented to minimize risk, where possible.

  • System for Award Management (XXX) and Data Universal Numbering System (DUNS) Requirements.

  • Union-Management Committee There shall be a union/management committee comprised of four (4) employee representatives appointed by the Union and four (4) employer representatives. The Committee's purpose is to provide and promote effective and meaningful communication of information and ideas and to make joint recommendations on matters of concern. Matters that are properly the subject of an individual grievance will not be discussed at this committee. The Committee will meet quarterly, unless agreed otherwise, at a time and place mutually agreed to provided there is business for their joint consideration. The parties will exchange agenda items at least one (1) week prior to the meeting. The parties further agree the Committee may meet at any time its members mutually agree a meeting should be held. The duties of the Chairperson will be shared by the parties. Copies of the minutes shall be provided to Committee members. The employer agrees to pay for time spent during regular working hours for representatives of the union attending such meetings. The parties may utilize video or teleconferencing services for the purposes of committee members attending committee meetings, where appropriate and available. Neither party can unreasonably deny an initiative to utilize video or teleconferencing services.

  • Labour Management Committee (a) Where the parties mutually agree that there are matters of mutual concern and interest that would be beneficial if discussed at a Labour-Management Committee Meeting during the term of this Agreement, the following shall apply.

  • Committee Operation a. The committee shall be chaired jointly by a committee member from the Association and a committee member from the Board.

  • Pain Management Inpatient rehabilitation for Pain Management is excluded.

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