Conservative Sample Clauses

Conservative. A Conservative investor values protecting prin- cipal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typically, a Conservative investor primarily seeks to minimize risk and loss of principal.
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Conservative. Mostly low risk investments with up to 25% invested in Growth Investments. Returns cash + 1% over 5 – 7 years. Suit income investors. BALANCED Medium risk usually consisting of fairly equal mix of low risk and growth assets. Expected return cash + 2% over long term 7 – 10 years. Suit income and growth investors. GROWTH High risk high return intended for investors who have a high tolerance and experience level looking to achieve high returns over periods greater than 10 years. Expected return cash + 3% over long term (10+ years) AGREEMENT By ticking this initial box below, you confirm your score. AGREED STRATEGY Reason if different from scoring system INITIALS Lawyer/ Solicitor Do you have a Trust? No Yes Name of Trust? Do you have a Will? No Yes Date last updated Do you have Enduring Power of Attorney set up for your Health and Welfare? No Yes Do you have Enduring Power of Attorney set up for your Finances? No Yes NOTES By Signing this agreement, you are contracting WealthHealth, to act as your Broker for Mortgage and/or Insurance Facilities and/or the provision of Kiwisaver Advice. We will not generally charge a fee for the preparation of your work because we receive remuneration from insurance and financial brokerage. If however, after completion of our work, if you implement all or part of the plan by dealing directly with the financial institution, insurer, through another broker or financial advisor, then we reserve the right to charge you a fee for our services. This is currently $2,000.00 plus GST. In certain circumstances where you may not qualify for a mortgage with main banks and obtain funding through second tier lenders, WealthHealth may charge a fee of 1% of the loan amount that you are applying for. In the event, a WealthHealth Ltd adviser prepares and presents Recommendations, Approval Applications or a Financial Plan but the client then changes their mind about implementing, a fee of $500 plus GST will apply to that client. In the event, a WealthHealth Ltd adviser prepares and presents Recommendations, Approval Applications or a Financial Plan that is declined due to non-disclosure by the client a fee of $500 plus GST will also apply to that client. WealthHealth Ltd is remunerated by way of commission from various banks, insurance companies and Kiwisaver providers therefore we do not charge a fee for our services directly to you. However, if you either repay your mortgage, or cancel your insurance or Kiwisaver that we arrange for you, withi...
Sample 1
Conservative. 1. The asset allocation of the Client’s portfolio and the categories of instrument therein are specific to the Client, and are therefore likely to differ more or less substantially from those of a standard portfolio.
Sample 1
Conservative. A Conservative investor values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typi- cally, a Conservative investor primarily seeks to minimize risk and loss of principal.
Sample 1

Related to Conservative

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  • Pruning Nondestructive thinning of lateral branches to enhance views or trimming, shaping, thinning or pruning of a tree necessary to its health and growth is allowed, consistent with the following standards:

  • Outcomes Secondary: Career pathway students will: have career goals designated on SEOP, earn concurrent college credit while in high school, achieve a state competency certificate and while completing high school graduation requirements.

  • Vulnerability Management BNY Mellon will maintain a documented process to identify and remediate security vulnerabilities affecting its systems used to provide the services. BNY Mellon will classify security vulnerabilities using industry recognized standards and conduct continuous monitoring and testing of its networks, hardware and software including regular penetration testing and ethical hack assessments. BNY Mellon will remediate identified security vulnerabilities in accordance with its process.

  • Cardiac Rehabilitation This plan covers services provided in a cardiac rehabilitation program up to the benefit limit shown in the Summary of Medical Benefits.

  • HABILITATIVE SERVICES (HABILITATIVE mean healthcare services that help a person keep, learn, or improve skills and functioning for daily living. Examples include therapy for a child who is not walking or talking at the expected age. These services may include physical and occupational therapy, speech therapy and other services performed in a variety of inpatient and/or outpatient settings for people with disabilities. HOSPITAL means a facility: • that provides medical and surgical care for patients who have acute illnesses or injuries; and • is either listed as a hospital by the American Hospital Association (AHA) or accredited by the Joint Commission on Accreditation of Healthcare Organizations (JCAHO).

  • Fire Protection Contractor shall take adequate and reasonable precautions to protect the Work against damage by fire and smoke. For example, without limitation, Contractor shall do the following:

  • Income Protection All workers will be covered by the extended Incolink Leisure Time Insurance and Income protection Scheme which provides defined weekly payments ($500 per week to workers with dependants, $400 per week to workers without dependants) for up to a maximum 104 weeks in the event of an extended work absence arising from any personal illness or injury (whether or not work related). The costs of this benefit will be shared between Incolink and the company on a 30/70 basis. Agreed premium costs will be: Incolink - $2.10 per week/worker Employer - $4.90 per week/worker It is a condition of the company’s agreement to provide this benefit that premium costs be maintained at not more than the February 1998 equivalent. In the event of premium costs escalating, the parties are agreed that the benefits table will be revised downwards so as to contain premium costs within the agreed limits. To maintain this cover the company agrees to pay the amounts every week for each employee. In the event the company does not maintain the above policy, the company will be liable in full to pay equivalent benefits to an employee who meets eligibility criteria as set out in the policy document.

  • Rehabilitation The Employer may use the results of the drug and alcohol test to require the employee to successfully complete a rehabilitation plan.

  • Affordability (a) Throughout the term of this Agreement, each Low and Moderate Income Unit will be rented for no more than the rental rates set forth herein to an Eligible Tenant. An Eligible Tenant is a Family whose annual income does not exceed eighty percent (80%) of the Area median income adjusted for family size as determined by the U.S. Department of Housing and Urban Development (“HUD”). A “

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