Investment Directives Sample Clauses

Investment Directives. Once you and your Investment Counsellor have met and discussed your investment objectives, risk profile, and income needs, your Investment Counsellor will determine the appropriate investment strategy for you. Typically, this includes using model asset allocation designed to meet individual investment goals by allocating client assets among different asset classes with varying levels of risk and return. Investment decisions are always made in your best interests. Supporting these decisions is our belief that incorporating a range of responsible investment techniques can have an important impact on the creation of long-term investor value. Our sub-advisors determine the role of responsible investment in their strategies. We will manage the securities and cash during the term of your Account Agreement (the “Agreement”) in accordance with the investment objectives, investment restrictions and practices relating to your Account as set out in this Agreement and the IPS and in accordance with applicable law and regulations. We will, with respect, to your Account:
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Investment Directives. We will manage the securities and cash during the term of your Account Agreement (the “Agreement”) in accordance with the investment objectives, investment restrictions and practices relating to your Account as set out in this Agreement and the IPS and in accordance with applicable law and regulations. We will, with respect, to your Account:
Sample 1
Investment Directives. BPICI shall manage the Securities during the term of this Client Account Agreement (the “Agreement”) in accordance with the investment objectives and the investment restrictions and practices relating to the Account as set out in this Agreement and the IPS and in accordance with applicable law and regulations . BPICI shall, on behalf of the Client, with respect to the Account:
Sample 1
Investment Directives. BPIC shall manage the Securities during the term of this Client Account Agreement (the “Agreement”) in accordance with the investment objectives and the investment restrictions and practices relating to the Account as set out in this Agreement and the IPS and in accordance with applicable law and regulations. BPIC shall, with respect, to the Account:
Sample 1
Investment Directives. BHIMI shall manage the Securities during the term of this Client Account Agreement (the“Agreement”) in accordance with the investment objectives and the investment restrictions and practices relating to the Account as set out in this Agreement and the IPS and in accordance with applicable law and regulations . BHIMI shall, on behalf of the Client, with respect to the Account:
Sample 1
Investment Directives. Unrealized Loss Triggers All securities with declines in market value by more than 20% will be included in the quarterly Investment Review. Restructurings Any restructuring of an investment in workout that exceeds $10MM in value must be discussed with the Approvers in the quarterly Investment Review and an action plan shall be presented to the Approvers by the Investment Adviser.
Sample 1

Related to Investment Directives

  • Investment Directions The parties agree that the Transfer Agent shall have no investment responsibility or liability for the selection of investments made by Employers or Participants with respect to any SIMPLE IRAs. The Transfer Agent will accept investment directions from Participants regarding their SIMPLE XXX. Employers of the SIMPLE IRAs shall deliver directions to Transfer Agent regarding the investment of the SIMPLE IRAs' assets for which no Participant directions are received or where implementing Participant directions is administratively infeasible.

  • Investment Direction A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;

  • Investment Guidelines In addition to the information to be provided to the Sub-Advisor under Section 2 hereof, the Trust or the Advisor shall supply the Sub-Advisor with such other information as the Sub-Advisor shall reasonably request concerning the Fund’s investment policies, restrictions, limitations, tax position, liquidity requirements and other information useful in managing the Fund’s investments.

  • Payment Direction The Issuer may by Issuer Order, direct a Note Paying Agent to pay to the Indenture Trustee money held in trust by the Note Paying Agent, which money will be held by the Indenture Trustee on the same terms as the Note Paying Agent. On a Note Paying Agent’s payment of money held in trust to the Indenture Trustee, the Note Paying Agent will be released from liability for such amounts.

  • Investment Committee The board of directors of the insurance company shall appoint an investment committee of the investment manager as the investment committee of the insurance company. The investment committee shall meet at least once each quarter to review the investments and loans of the insurance company.

  • Guidelines The Office of State Procurement adheres to all guidelines set forth by the State and Federal Government concerning The Americans with Disabilities Act (ADA) as well as all mandated fire codes.

  • Compensation of the Investment Adviser Neither the Investment Adviser nor any affiliate of the Investment Adviser will act as principal or receive directly or indirectly any compensation in connection with the purchase or sale of investment securities by the Trust, other than the compensation provided for in this Section and such brokerage commissions as are permitted by the 1940 Act, it being contemplated that WPG will act as principal broker for the Trust in U.S. securities transactions.

  • Discretionary Investment Management If and to the extent requested by the Adviser, each Sub-Adviser shall, subject to the supervision of the Trust's Board of Trustees (the "Board") and the Adviser, manage all or a portion of the investments of the Trust in accordance with the investment objectives, policies and limitations provided in the Trust's Registration Statement and such other limitations as the Trust or the Adviser may impose with respect to the Trust by notice to the applicable Sub-Adviser(s) and otherwise in accordance with paragraph 5 below. With respect to the portion of the investments of the Trust under its management, each Sub-Adviser is authorized to: (i) make investment decisions on behalf of the Trust with regard to any stock, bond, other security or investment instrument, including but not limited to foreign currencies, futures, options and other derivatives, and with regard to borrowing money; (ii) place orders for the purchase and sale of securities or other investment instruments with such brokers and dealers as the Sub-Adviser may select; and (iii) upon the request of the Adviser, provide additional investment management services to the Trust, including but not limited to managing the Trust's cash and cash equivalents and lending securities on behalf of the Trust. In selecting brokers or dealers to execute trades for the Trust, each Sub-Adviser will comply with its written policies and procedures regarding brokerage and trading, which policies and procedures shall have been approved by the Board. All discretionary investment management and any other activities of each Sub-Adviser shall at all times be subject to the control and direction of the Adviser and the Board.

  • Investment Adviser The Buyer is an investment adviser registered under the Investment Advisers Act of 1940.

  • Investment Advisor The Buyer is an investment advisor registered under the Investment Advisors Act of 1940.

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