Discretionary Services Provided by Envestnet Sample Clauses

Discretionary Services Provided by Envestnet. Envestnet will provide you with discretionary investment advisory services according to the investment strategy you select and the related investment objectives, and any Reasonable Restrictions you may impose on the management of your Vista Separate Accounts. The separately managed account, mutual fund and/or ETF investment options available in the Vista Separate Account Program are managed by Envestnet and other investment advisers, pursuant to agreements entered into by Envestnet and the Envestnet Managers. Generally, the Master Advisory Agreement between Envestnet and Sponsor, as well as the Sub-Management Agreement between Envestnet and the Envestnet Managers will govern the provision of these services. As a discretionary investment advisory service, client-directed trading is not permitted in your Vista Separate Account.
Sample 1
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Discretionary Services Provided by Envestnet. Envestnet will provide you with discretionary investment advisory services in accordance with the asset allocation you select and the related investment vehicles selected based on the investment objectives, and Reasonable Restrictions you may impose on the management of your Investor Unified Account. The separately managed accounts you select are managed by the Envestnet Managers pursuant to agreements entered into between Envestnet and the Envestnet Managers. The Envestnet Managers available within the Program entered into a licensing agreement with Envestnet, whereby Envestnet performs administrative and/or trading duties pursuant to the direction of Envestnet Manager. In such situation the Envestnet Manager acts as a model provider and Envestnet is responsible for determining the target asset mix and providing overlay management for Program Assets. You and/or your financial advisor will select the specific, underlying investment vehicles in the appropriate model. In certain cases, Sponsor may determine the target asset mix. At least annually, your Investor Unified Account will be rebalanced to your asset allocation. Generally, the Master Services Agreement between Envestnet and Sponsor, as well as the Envestnet Management Agreement between Envestnet and the Envestnet Manager will govern the provision of these services. As a discretionary investment advisory service, client-directed trading is not permitted in your Investor Unified Account.
Sample 1

Related to Discretionary Services Provided by Envestnet

  • TERMINATION OF EFT SERVICES You may terminate this Agreement or any EFT service under this Agreement at any time by notifying us in writing and stopping your use of your card and any access code. You must return all cards to the Credit Union. You also agree to notify any participating merchants that authority to make xxxx payment transfers has been revoked. We may also terminate this Agreement at any time by notifying you orally or in writing. If we terminate this Agreement, we may notify any participating merchants making preauthorized debits or credits to any of your accounts that this Agreement has been terminated and that we will not accept any further preauthorized transaction instructions. We may also program our computer not to accept your card or access code for any EFT service. Whether you or the Credit Union terminates this Agreement, the termination shall not affect your obligations under this Agreement for any electronic transactions made prior to termination.

  • Services Provided Subcontractor agrees to complete the following: _ (“Services”).

  • Nature of Services Provided The Provider has agreed to provide the following digital educational services described in Exhibit “A”.

  • Services Provided by Attorneys Any services to be provided by a law firm or attorney must be reviewed and approved in writing in advance by the City Attorney. No invoices for services provided by law firms or attorneys, including, without limitation, as subcontractors of Contractor, will be paid unless the provider received advance written approval from the City Attorney.

  • Additional Services Compensation Additional Services Compensation shall be the fees determined in accordance with Article 7 to be paid by the Owner to the Professional Consultant in connection with the performance of Additional Services.

  • STATEMENT OF SERVICES TO BE PROVIDED The Parties agree to cooperate to provide necessary and authorized services and resources in accordance with the terms of this Contract. Specific services provided are described in Attachment A – Statement of Work.

  • STATEMENT OF SERVICES TO BE PERFORMED A. Vendor shall provide Worker(s) to DIR Customers to perform services that are defined in the Work Order Solicitation, in accordance with the terms and conditions of the Contract. Workers provided by Vendor shall possess qualifications that meet or exceed those specified in the Work Order Solicitation and will perform the functions as outlined in the Work Order Solicitation at the rates quoted therein. All travel is subject to the prior, written approval of the Customer.

  • Services Fees The Fees are stated on the Stripe Pricing Page, unless you and Stripe otherwise agree in writing. Stripe may revise the Fees at any time. If Stripe revises the Fees for a Service that you are currently using, Stripe will notify you at least 30 days (or a longer period if Law requires) before the revised Fees apply to you.

  • Additional Services Fees Payments to the Design Professional on account of Additional Services shall be made as follows:

  • The Service Provider upon receipt of a notice contemplated under clause 19.1 shall discontinue the supply of all services or goods under this Agreement, to the extent specified, and on the date specified in the notice.

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