Advisor Services. The Advisor’s services to the Company hereunder shall consist of service on the Advisory Board to render advice and other services as may be required and agreed to between the Advisory Board and the Company from time to time (the “Services”). Advisory Services will support and enhance the vision of the Company and the implementation of best business practices accordingly.
Advisor Services. On the terms and conditions set forth in this Agreement, Advisor will provide the following services to the Company as directed by the Company (the “Services”):
Advisor Services. Advisor will initiate the steps necessary, including receipt of investment funds, to open a Program Account, and will be available to Client on an on-going basis to receive deposit and withdrawal instructions and will be reasonably available to Client for ongoing consultation regarding Program Assets. Advisor will recommend investment options which will consist of:
Advisor Services. From June 30, 2014 (or such later date that the consulting services end pursuant to any extension as described in Section 2.a above), through December 31, 2014, Consultant will provide financial advisory services as requested by the CEO. Consultant will not be paid for any week in which the number of hours of service performed does not exceed three. If Consultant performs more than three hours of service in a week, Consultant will be compensated at an hourly rate (equivalent to Consultant’s annual base salary, as in effect on the Resignation Date, divided by 2,080), for each hour of service (including the first three) performed during that week. Payment will be made every two weeks in arrears. Services as an advisor may be extended beyond December 31, 2014, only pursuant to a written agreement signed by Consultant and the CEO which specifies the compensation to be paid for such continued advisor services.
Advisor Services. 1.1. On a discretionary basis, Advisor will recommend and create a custom portfolio for the Client based on the Assets to be managed. Investment selections and recommendations made by Advisor are determined based on a number of factors, including but not limited to the Client’s stated investment objectives, risk tolerance, liquid net worth, annual income, age, time horizon, tax situation, and other financial and suitability factors.
Advisor Services. Investment Advisory Representative will initiate the steps necessary, including receipt of investment funds, to open a Program Account, and will be available to Client on an on-going basis to receive deposit and withdrawal instructions and will be reasonably available to Client for ongoing consultation regarding Program Assets. Your Advisory Representative will recommend investment options which will consist of asset allocation models (“Asset Allocation Models”) provided by one or more t h ir d party registered investment advisors (third party registered investment advisers are collectively referred to as “Strategists”). Asset Allocation Models consist of a combination of classes of mutual fund shares with no sales loads, and/or ETFs (individually or collectively, “Program Investments”). Manager will effect the purchase of the investments into the Client’s Program Account in accordance with the selected Asset Allocation Model. The Asset Allocation Models presented to the Client will depend on Client investment objectives as determined by Advisor and Client. Investment objectives will be determined through Client responses to a risk tolerance questionnaire (“Questionnaire”) and discussion between the Advisor and Client regarding among other things, investment goals, risk tolerance, investment time horizon, Program Account restrictions, and overall financial situation. After discussion with the Client and responses to the Questionnaire are processed, the Program provides an Asset Allocation Model which consists of models across various asset classes and investment strategies. Your Advisory Representative will select an Asset Allocation Model based upon your risk tolerance and financial objectives. Client hereby acknowledges and accepts the initial selection of the Asset Allocation Model indicated on the Statement of Investment Selection ("SIS") that accompanies this Agreement. Client also hereby grants Advisor authority to select Asset Allocation models on your behalf and do so without your prior approval, on a discretionary basis. It is Client’s responsibility to inform Advisor in writing if Client’s financial circumstances or investment objectives change in a significant way and of any reasonable restrictions Client may wish to impose on the management of the Account. If Client enrolls in more than one Account in the Program, each will be treated separately for purposes of this Agreement. Program Investments are limited to mutual funds offered through Roya...
Advisor Services. Advisor shall provide Client with investment and financial management services (“Services”) with respect to the specific assets and accounts (“Assets” or “Accounts”) assigned to Advisor’s Service Program management under Schedule A, and any additional Assets or Accounts added during this Agreement. Services may include but are not limited to the following:
Advisor Services. The Advisor, as independent contractors, will provide the following Services to the Company during the term of this Agreement as reasonably requested or required by the Company:
Advisor Services. The Advisor’s services to the Company hereunder shall consist of service on the Advisory Board to render advice and other services as may be required and agreed to between the Advisory Board and the Company from time to time (the “Services”). Advisory Services will support and enhance the vision of the Company and the implementation of best business practices accordingly. Advisory Services may broadly include but not be limited to corporate finance, marketing, Public Relations, advertising, government and regulatory relations and strategic planning. The Advisory Board will advise the CEO or its designee(s) as required and in accordance with agreement between the CEO and the Advisory Board. From time to time, an Advisory Board member may be asked to serve in other capacities not contemplated herein and if accepted, will be documented in a separate agreement.
Advisor Services. Advisor will initiate the steps necessary, including receipt of investment funds, to open a program account (the “Program Account”), and will be available to Client on an on-going basis to receive deposit and withdrawal instructions and will be reasonably available to Client for ongoing consultation regarding Program Assets. Advisor will present investment options for Client selection which will consist of: a) investment managers (“Investment Managers”) who will manage Client funds according to a particular model or strategy; b) no-load mutual funds (“Funds”); or c) exchange traded funds (“ETFs”) or a combination thereof bundled together in an investment asset allocation model (individually or collectively, “Program Investments”). The actual Program Investments presented to the Client will depend on Client suitability as determined by Advisor and Client. Program Investments may be managed in one or a series of Separately Managed Accounts (“SMA Account”) or in a Unified Managed Account (“UMA Account”) as further described below. The Advisor will assist the Client in the selection of Program Investments suitable for the Client. Suitability will be determined through Client responses to a risk tolerance questionnaire (“Questionnaire”) and discussion between the Advisor and Client regarding among other things, investment objective, risk tolerance, investment time horizon, Program Account restrictions, and overall financial situation. Advisor will monitor the Program Investments on an ongoing basis and Client and Advisor will be responsible for determining initial and ongoing suitability. Advisor relies on but does not independently verify or guarantee the accuracy or validity of the information received from Investment Managers or any other source. The Advisor makes no representations as to the success of any investment strategy of, or security recommended by, Investment Managers. Client acknowledges that in providing services under this Agreement, Advisor is relying on information obtained through discussion with the Client and upon Client responses to the Questionnaire. Client hereby acknowledges and accepts the initial selection of the Program Investments indicated on the Statement of Investment Selection ("SIS") that accompanies this Agreement. Advisor, its employees and agents shall not be liable for any Client misstatement or omissions that occurred during discussion or contained within responses to the Questionnaire, or any loss, liability, claim, damag...
