Managed Account definition

Managed Account means an account of a client for which a person or company makes the investment decisions if that person or company has discretion to trade in securities for the account without requiring the client’s express consent to a transaction;

Managed Account means an account where an Access Person has no:

Managed Account means an account where a Covered Person has no knowledge of the transaction before it is completed (for example, transactions effected for a Covered Person by a trustee of a blind trust, or discretionary trades made by an investment manager retained by the Covered Person, in connection with which the Covered Person is neither consulted nor advised of the trade before it is executed).

Examples of Managed Account in a sentence

• Advisory, institutional or other share classes that do not have a sales-load and do not assess 12b-1 shareholder servicing fees (collectively “Advisory Shares”) are offered in all Ameriprise Managed Account Services as the primary mutual fund share class, where available to us through a selling agreement.

• Your Separately Managed Account must maintain a minimum value of $500,000.

• Typhon shall not have any additional authority to withdraw, transfer, or transact funds in the Managed Account.

• Typhon's recommendations and authorizations shall be for the Managed Account and risk of Client.

• Client further acknowledges that Clearing Broker is solely responsible for the transmission of trade confirmations and monthly account statements as well as custody over the Client’s assets held in the Managed Account.

More Definitions of Managed Account

Managed Account means those Clients’ accounts, individually and collectively, for which the Portfolio Manager makes buy and sell decisions.

Managed Account means an account over which the Beneficial Owner has no discretion or direct control over the trading activity in the account.

Managed Account means an account where a Covered Person has no:

Managed Account means an investment portfolio account of a client established in writing with a portfolio adviser who makes investment decisions for the account and has full discretion to trade in securities of the account without requiring the client's express consent to a transaction;

Managed Account means an account of a derivatives party for which a person or company makes the trading decisions if that person or company has discretion to transact derivatives for the account without requiring the derivatives party’s express consent to the transaction;

Managed Account means an investment account in which the Access Person has no discretion over the specific securities purchased or sold within the investment account.

Managed Account means any account for which a Firm acts as an investment adviser or sub-adviser.