Firm Services Sample Clauses

Firm Services. The Firm will provide consultation addressing the specific financial planning and/or investment management issue according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed that information regarding specific issues not revealed to, or analyzed by, the Firm may have a direct impact on the suitability or accuracy of specific Firm recommendations. The terms of engagement are referenced in the Addenda.

Firm Services. Please see the Addendum following this Agreement for a description of the services the Firm will provide. The Firm will limit its analysis to those areas indicated. Please understand that the Firm does not provide comprehensive financial planning and that specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of recommendations given.

Firm Services. The Firm will provide services addressing the specific issue or issues you request in the appropriate Addendum. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your investment objectives. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.

Firm Services. As part of the services contemplated in the Scope of Representation, the Firm will provide the following services: • I-130, Petition for Alien Relative • I-130a, Supplemental Information for Spouse Beneficiary • I-485, Application to Register Permanent Residence or Adjust Status • I-765, Application for Employment Authorization • I-864, Affidavit of Support • I-864a, Contract Between Sponsor and Household Member • I-944, Declaration of Self-Sufficiency For the purposes of this agreement, Form I-864 may be filled out for only two individuals, the Petitioner and one joint sponsor. Applications requiring more than one joint sponsor are outside the scope of this agreement.

Firm Services. The Humankind Portfolios Wrap Program provides discretionary investment advice over the internet through Humankind’s website and program interface. Client appoints Humankind to manage one or more accounts (each a “Client Account”) established and owned by Client at Apex Clearing Corporation (“Apex” or “Broker”), a broker-dealer that is unaffiliated with Humankind and that provides brokerage services under the Program. In this capacity Humankind will provide Client with a recommended investment portfolio based on Client’s objectives, risk tolerance and other information provided by Client to Humankind via an online questionnaire. Humankind’s investment recommendations will consist of Humankind Constructed Portfolios, as defined below. Client grants Humankind full discretionary authority over the Client Account and thereby authorizes and directs Humankind to direct the investment and reinvestment of the assets in the Client Account on behalf of Client and at Client’s risk in accordance with the Client’s selected Humankind Constructed Portfolio. Without limiting the foregoing, Client cannot issue individual trading instructions to Humankind or Apex to purchase and/or sell specific securities to be executed at certain times. Humankind shall not have any duty or obligation to advise or take any action on behalf of Client in, or in connection with, any legal proceedings, including bankruptcies or class actions, involving securities held in, or formerly held in, the Client Account. The recommended Humankind Constructed Portfolio will be based upon Client’s stated objectives and risk profile at the time of the engagement. The Humankind Constructed Portfolios are portfolios of publicly traded exchange-traded funds (“ETFs”) and cash or cash equivalents, and can include an ETF from a fund family managed by Humankind and additional ETFs managed by Humankind or any of its affiliates in the future (collectively referred to as “Humankind ETFs”). Investments in Humankind ETFs in a Humankind Constructed Portfolio can vary from no investments in the Humankind ETFs to a majority of the portfolio consisting of Humankind ETFs. Client will have the ability to further customize the recommended investments. See Section 10 of the Agreement for information regarding conflicts of interests presented by investments in Humankind ETFs and the actions taken by Humankind to address these conflicts of interests. Client understands that information regarding Client’s specific circumstances...

Firm Services. Subject to the satisfaction or waiver of the conditions set forth in Section 3 and the termination rights set forth in Section 4, Customer and Owner shall perform their respective obligations pursuant to the terms described in this Agreement if and when the Storage Facility is placed In-Service. The term “In-Service” is defined as the date on which the Storage Facility, including all associated and appurtenant pipeline facilities, interconnection equipment, operational equipment and overall construction are ready to commence natural gas storage services to Customer pursuant to a Storage Service Agreement between Customer and Owner evidencing their respective obligations with respect to the storage service arrangements. A “Storage Service Agreement” is defined as the storage service agreement including an appendix FSS as approved by the CPUC and set forth in the Storage Facility Tariff. The “Storage Facility Tariff” is defined as the Owner’s CPUC-approved tariff. Owner shall use commercially reasonable efforts to provide at least seven (7) days prior written notice to Customer of the In-Service date. The Parties shall execute a Storage Service Agreement within seven (7) days after Customer receives notice from Owner that all of the conditions set forth in Section 3 have been satisfied. The Storage Service Agreement shall contain the terms and conditions set forth in this Agreement on Exhibit A and be subject to the terms and conditions of the Storage Facility Tariff to be filed with, and ultimately approved by, the CPUC.

Firm Services. The Firm will provide advisory services addressing the specific issue or issues you request in the appropriate Addendum. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.

Firm Services. Services provided by The Firm are outlined In Addendum 1.

Firm Services. The Firm is providing solely portfolio management services pursuant to a Performance Fee Agreement as noted in the appropriate Addendum. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.