Eligibility for Planner Services Sample Clauses

Eligibility for Planner Services. Eligibility for Planner Services is determined based on Aggregate Assets (as defined below under Section 4 – Fees with respect to fee breakpoints). One important difference, however, is that you are permitted to combine stock-based and index-based accounts for purposes of calculating eligibility for Planner Services. MFWM reserves the right to waive the investment minimums with respect to Planner Services, and in so doing, we may consider, among other things, your overall relationship with MFWM and its affiliates. In addition, if you have at least $100,000 of assets invested in our Personal Portfolio Program, you are permitted to count (towards the $300,000 or $1,000,000 minimum associated with Counseling Services and Financial Planning Services, respectively)) your investments in products and services offered by certain of our affiliated investment advisory entities (“Affiliated Products”). You are also permitted to aggregate the assets of certain members of your household (who are enumerated below under Section 4 – Fees) that are invested in Affiliated Products. If you are eligible for Planner Services as a result of aggregating Affiliated Products, you will continue to have access to our Planner Services even if you (or a family member) cease to be an investor in or client of an Affiliated Product. As used in the preceding paragraph, “Affiliated Products” include funds managed by 1623 Capital LLC, Motley Fool Ventures Management LLC and Lakehouse Capital Pty Ltd. Exchange-traded funds (“ETF”) managed by Xxxxxx Xxxx Xxxxx Management, LLC and publication products and services offered by The Motley Fool (or any other publishing, non-regulated affiliate) are excluded from the definition of “Affiliated Products” and, therefore, are not counted for purposes of Financial Planning Services eligibility. You acknowledge and agree that you are responsible for notifying us of your status as an investor in or client of Affiliated Products (or having an eligible member of your household who is an Affiliated Product investor or client). You can notify us via email at xxxxxxx@xxxxxxxxxx.xxx, or by speaking with a financial planner or other customer services representative. MFWM reserves the right to waive the investment minimums with respect to Planner Services. Planner Services are generally limited to one client per household.
Sample 1
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Related to Eligibility for Planner Services

  • ELIGIBILITY FOR SERVICES The COUNTY shall determine eligibility for receiving services under this agreement.

  • Eligibility for Promotion An employee in the classification of Police Officer must have a minimum of five (5) years service in the classification of Lincoln Police Officer as of March 1 of the testing year to be eligible to test for the classification of Sergeant.

  • Eligibility for Pay An employee granted military leave for emergency National Guard duty is entitled to receive regular University pay for a period not to exceed thirty (30) calendar days in any one (1) fiscal year. An employee is eligible for pay regardless of the length of University service, and such pay is in addition to any University payment for temporary military leave for active-duty training, extended military leave, and military leave for physical examinations.

  • Eligibility for Benefits A member will not be eligible to receive Long Term Disability benefits until their Income Protection benefits have expired.

  • Eligibility for Payment a) i) Except in the case of a disability arising out of an accident, an employee shall be eligible to receive an amount of disability benefit in accordance with Section 3 hereof, for a period not exceeding 52 weeks for any one illness, beginning after three (3) continuous days from the commencement of the disability, or beginning on the first day of hospital confinement as a bed patient, if earlier.

  • RESPONSIBILITY FOR EMPLOYEES To the extent that the Contract involves the provision of the Services to UNDP by the Contractor’s officials, employees, agents, servants, subcontractors and other representatives (collectively, the Contractor’s “personnel”), the following provisions shall apply:

  • Eligibility for Sick Leave with Pay Employees shall be eligible for sick leave with pay immediately upon accrual.

  • CONTRACTOR'S RESPONSIBILITY FOR EMPLOYEES The Contractor shall be responsible for the professional and technical competence of its employees and will select, for work under this Contract, reliable individuals who will perform effectively in the implementation of this Contract, respect the local customs, and conform to a high standard of moral and ethical conduct.

  • Eligibility for Overtime Compensation (a) Overtime compensation rates for all hours worked in excess of the workday and workweek identified below shall be as follows:

  • Maintaining Eligibility for Employer Contribution The employer's contribution continues as long as the employee remains on the payroll in an insurance eligible position. Employees who complete their regular school year assignment shall receive coverage through August 31.

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