Account Management Services. The Client hereby appoints 99rises as its investment adviser and grants us limited power of attorney with discretionary trading authority to manage and trade the assets in your Account (the “Services”). 99rises accepts that appointment under the terms and conditions of this Agreement. 4832-0108-2818.v3 99rises will not provide investment advice other than the Services described in this Agreement. You acknowledge that: (i) 99rises will deliver the Services exclusively through the 99rises API on one or more mobile devices and/or xxx.00xxxxx.xxx (the “99rises Website”) (collectively, including any updates and replacement or supplement to them, the “99rises App”); (ii) 99rises will not provide Services in person, over the phone, or through any other medium, other than through the 99rises App (see detailed information concerning the 99rises App on the 99rises Website); and (iii) you will not be entitled or able to hold securities in your Account other than the securities selected by 99rises. You may contact 99rises by phone or email during its business hours regarding technical questions about the 99rises App. However, to comply with our regulatory obligations, we will not elaborate or expand upon the investment advice provided through the 99rises App. You will have an opportunity to communicate through the 99rises App. Through the 99rises App, you will provide us information about yourself (including your employment and marital status, income and net assets, investment goals and reasons to invest, time horizon and risk attitudes), and, upon assessing your information, 99rises will determine your risk profile and propose a portfolio plan for you (your “Portfolio”). You authorize us, without prior consultation, consent or approval, to give instructions to Tradier to implement securities transactions for your Account. Our authority will include the ability to: (i) buy, sell and trade United States equity securities; (ii) invest in and trade ETFs; (iii) employ hedging strategies, including sell securities short; (iv) periodically rebalance your portfolio; and (v) implement all of the above based on 99rises’ systematic (algorithmic) portfolio model. You also authorize us to deliver to Tradier (or any other securities brokerage firm executing transactions on behalf of the Accounts) a copy of this Agreement as evidence of the authority of 99rises to act for and on behalf of your Account. You acknowledge that 99rises does not provide: (i) comprehensive financial plann...
Account Management Services. (i) First Data shall enable RCSI to develop and maintain on the First Data System as many different types of Designated Account pricing terms as RCSI determines, and in doing so, provide requested assistance to RCSI. These pricing terms shall include interest charges, income options, penalty fees, and payment options. RCSI shall be able to change the values within the set of existing First Data System parameters that define the pricing terms on-line or without having to incur any fees. Such functionality shall, as of the Effective Date, be made available to RCSI through, in part, the First Data On-Line Product Control File Management System.
Account Management Services. You acknowledge Xxxx will not provide investment advice other than our Services described in this Agreement. You acknowledge that: (i) Ursa will deliver our Services exclusively through one or more mobile device applications and our website at xxx.xxxxxxxx.xxx (collectively the “Ursa App”); (ii) Ursa will not provide its Services in- and (iii) you will not be entitled or able to hold securities in your Account other than the securities selected by Xxxx. You may contact Ursa by phone or email during its business hours regarding technical questions about the Ursa App. However, to comply with regulatory obligations, Xxxx will not elaborate or expand upon the investment advice provided through the Ursa App. Through the Ursa App, you will provide us information about yourself (including your income, investment experience, risk tolerance, time horizon and net assets), and, upon evaluating your information, Ursa will guide you to build your portfolio (“Portfolio”) from its pre-selected list of recommended securities. You authorize us, without prior consultation, consent or approval, to give instructions to DriveWealth to implement securities transactions for your Portfolio. Our authority will include the ability to: (i) buy, sell and trade United States equity securities; (ii) periodically rebalance your portfolio; and
Account Management Services. This portion of BOPonline will enable you to obtain account information and conduct various banking transactions as follows: retrieve daily account balances, obtain daily account transaction details, utilize the electronic check register, and initiate transfer of funds between your designated BOP accounts.
Account Management Services. 3.1 Party A uses Party B’s account management services, and Party A and its members use the fund custody accounts opened by the cooperative bank. If Party A opens a custody account with a bank in its own name, in order to ensure the smooth development of business, Party A must hand over the digital certificate issued by the custody bank to Party B for safekeeping. Party B will provide Party A with a dedicated digital certificate for communication with Party A’s custody bank for the purpose of this Agreement.
Account Management Services. AOL will provide the following online management services for a period not to exceed 0 months, and will be paid $0.00 dollars per month for such services: none, Cybershop will manage their area.
Account Management Services. Contractor shall be responsible for:
Account Management Services. An Account Manager will be available for up to [***] to consult with Customer regarding use, value, and plans for Advanced Medical Management (AMM), to provide upon request, written initial services estimates and to act as internal ombudsman for Customer to facilitate projects, negotiations, escalate issues, and product ideas. All unused [***]. Notwithstanding anything to the contrary, [***].
Account Management Services. Act as central point of contact for all issues relating to service or performance • Interface with MDI management on planning issues • Provide cost estimates for time and material projects • Facilitate the escalation of issues from MDI management
Account Management Services. Services to be provided by the LSP must include, at least, the following: Orientation and planning sessions with individual Affiliates regarding enrollment benefits, terms and conditions, service elements; Direct sales to Affiliates; Provision of media to enrollees for products ordered by the Affiliate; Enrollee and savings reports; Work directly with enrollees to satisfy compliance verification requirements; Ad hoc reporting; Availability of a Select Plus/Enterprise/Academic licensing expert that may be contacted by telephone; Internet access to account information; Provide training on products and services available via Select Plus and Academic agreements; Provide training and support for the Microsoft Volume Licensing Service (MVLS) website; Establish a web site for the State of Ohio and Affiliates that includes, but is not limited to, communication of account information and reports; Value added services (e.g. training and instruction on licensing of products and services, announcement on new products and their uses, presentations, etc.); and Provide assistance in transferring licenses to/from another LSP, if requested. MEETING ATTENDANCE AND REPORTING REQUIREMENTS The Contractor's management approach for the Contract must adhere to the following meeting and reporting requirements: Immediate Reporting - The Contract Manager or a designee must immediately report any staffing changes for the Work to the State’s Contract Representative (see: Attachment Four: Part Two: Replacement Personnel). Attend Status Meetings - The Contract Manager and other Work team members must attend status meetings with the State’s Contract Representative and other people deemed necessary to discuss Work issues. The State’s Contract Representative will schedule these meetings, which will follow an agreed upon agenda and allow the Contractor and the State to discuss any issues that concern them. Provide Status Reports - The Contractor must provide written status reports to the State’s Contract Representative at least one full business day before each status meeting. The Contractor's proposed format and level of detail for the status report is subject to the State’s approval. Prepare Monthly, Quarterly and Annual Enrollee Reports - In addition to standard reports to enrollees, the Contractor must provide the State with monthly, quarterly and annual reports of individual and aggregate enrollee acquisitions, including Affiliate enrollees. The report must include, if applicable, a no...
