APPLICATION FORM AND INVESTMENT OBJECTIVES Sample Clauses

APPLICATION FORM AND INVESTMENT OBJECTIVES. (a) The Customer agrees and acknowledges that the Bank shall not be obliged to provide any Discretionary Management Services, open any Discretionary Account(s) or to enter into any Transaction or Investments for the Customer’s Account(s) unless the Bank has agreed to provide such Discretionary Management Services following the Customer’s application for such Discretionary Management Services through the Application Form and the Bank has obtained such information relating to the Customer’s investment knowledge and experience, or of the Customer’s investment profile, financial objectives, financial situation and particular needs (the “Needs Analysis”), as the Bank may at its discretion require from time to time. The Customer shall provide all relevant information as required by the Bank for purposes of determining the Customer’s Needs Analysis and investment profile (the “Investment Profile”). The Needs Analysis and Investment Profile (to be termed collectively as “Investment Objectives”) shall be recorded in the Client Investment Profile or such document as the Bank may require from time to time.
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APPLICATION FORM AND INVESTMENT OBJECTIVES. (a) The Customer agrees and acknowledges that the Bank shall not be obliged to provide any Discretionary Management Services, open any Investment Account(s) or to enter into any Transaction or Investments for the Customer’s Account(s) unless the Bank has agreed to provide such Discretionary Management Services following the Customer’s application for such Discretionary Management Services through the Application Form and the Bank has obtained such information relating to the Customer’s investment knowledge and experience, or of the Customer’s investment profile, financial objectives, financial situation and particular needs (the “Needs Analysis”), as the Bank may at its discretion require from time to time. The Customer shall provide all relevant information as required by the Bank for purposes of determining the Customer’s Needs Analysis and investment profile (the “Investment Profile”). The Needs Analysis and Investment Profile (to be termed collectively as “Investment Objectives”) shall be recorded in the Client Investment Profile or such document as the Bank may require from time to time.
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Related to APPLICATION FORM AND INVESTMENT OBJECTIVES

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  • Program Objective The objectives of the Department’s grants are to:

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