Investment Minimums Sample Clauses

Investment Minimums. You understand and acknowledge that SPS Advantage Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Wrap Fee will not begin until the Account reaches the initial investment minimum. If an Account later falls below the ongoing maintenance minimum, we will suspend billing, deduct the monthly Wrap Fee if it has not yet been assessed, return any unused portion of the Wrap Fee paid in advance, and provide notice to add funds to the Account to return to the initial investment minimum. We will resume billing the Wrap Fee on the first business day after returning to the initial investment minimum, adjusted pro-rata for the remaining days in the month, including the day the Account reaches the investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
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Investment Minimums. You understand and acknowledge that Access Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Asset-based Fee will not begin until the Account reaches the initial investment minimum. If an Account falls below the ongoing maintenance minimum, we will provide notice to add funds to the Account to return to the initial investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. All investment directions by the Participant will be subject to any minimum initial or additional investment, minimum balance, and other exchange rules applicable to a Mutual Fund, as described in its prospectus or in any agreement form We provide. Subject to minimum limitations, investments among Mutual Funds may be made in such proportions and/or amounts as the Participant may direct.
Investment Minimums. You understand and acknowledge that Vista Separate Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Asset- based Fee will not begin until the Account reaches the initial investment minimum. If an Account falls below the ongoing maintenance minimum, we will provide notice to add funds to the Account to return to the initial investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. Goldman may waive any applicable account investment minimums with respect to purchase orders for Fund shares placed on behalf of its clients through the Clearing Broker pursuant to the Fund Party/Clearing Broker Arrangement.
Investment Minimums. I acknowledge that my Account is subject to certain investment minimums, which may determine my eligibility for this Account. These investment minimums are determined by Xxxxxx Xxxxx and are subject to change. Additionally, I understand that Xxxxxx Xxxxx, in its sole discretion, will determine what assets will be considered when determining whether or not I have met the applicable investment minimums.
Investment Minimums. Customer agrees to maintain sufficient funds in the identified account so that Deposit Accounts shall have an average minimum of no less than $100,000. If the balances in the Deposit Accounts do not maintain such average minimum balances, Bank may terminate this Service at its election. Bank may increase or decrease the required minimum balance at any time in its sole discretion.
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Investment Minimums. You understand and acknowledge that all Managed Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum that varies by program. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Investment advisory services and the assessment of the initial Asset-based Fee will not begin until the Account reaches the initial investment minimum. If an SPS Advantage, SPS Advisor, or Active Portfolios Account later falls below the ongoing maintenance minimum, we will suspend billing, deduct the monthly Asset-based Fee if it has not yet been assessed, and return any unused portion of the Asset-based Fee paid in advance. For all Accounts that fall below the ongoing maintenance minimum, we will provide notice to add funds to the Account to bring the Account(s) above the investment minimum. For SPS Advantage, SPS Advisor, and Active Portfolios Accounts we will resume billing the Asset-based Fee on the first business day the Account reaches the investment minimum, adjusted pro-rata for the remaining days in the month, including the day the Account reaches the investment minimum. If your Account does not reach the required investment minimum within the notice period, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. .... 1 What's New in the World of IRAs?.......................... 1 What's in This Kit?....................................... 1 What's the Difference Between a Traditional IRA xxx a Roth XXX..................................................... 2 Is a Roth XXX xx a Traditional IRA Xxxht for Me?.......... 4 SEPs and SIMPLEs.......................................... 4

Related to Investment Minimums

  • CAPITAL PLAN AND HIGHER MINIMUMS (1) The Bank shall achieve by December 31, 2003, and thereafter maintain, the following capital levels (as defined in 12 C.F.R. Part 3 and 12 C.F.R. Part 6):

  • Minimum Investment Prior to the Rent Commencement Date, Tenant, at Tenant’s sole cost and expense, shall refurbish, redecorate and modernize the interiors and exteriors of the Premises, and otherwise complete the initial improvements necessary and appropriate to commence operations in the Premises (the “Initial Improvements”), at a minimum cost of the Minimum Investment Amount or less than said amount provided Tenant complies with the Concessions Design Guidelines and receives Design Review Committee approval. As-Built drawings of fire sprinkler and fire alarm systems must be submitted to Building Inspection and Code Enforcement (“XXXX”) in AUTOCAD “.DWG” format within 30 days of issuance of a Temporary Certificate of Occupancy (TCO). Within ninety (90) days after substantial completion of the Initial Improvements, Tenant must provide to City an electronic PDF file and a hard copy set of as-built drawings and an affidavit, signed under penalty of perjury by both Tenant and Tenant’s general contractor, architect or construction manager, stating the hard construction costs paid by Tenant to complete the Initial Improvements, together with copies of paid invoices and lien waivers substantiating the costs stated in the affidavit. Such “hard construction costs,” which must equal or exceed the Minimum Investment Amount, may include architectural and engineering fees, provided the credit for such costs against the Minimum Investment Amount shall not exceed fifteen percent (15%) of the Minimum Investment Amount. The minimum investment may not include financial costs, interest, inventory, pre-opening expenses, inter-company charges related to construction, business interruption, overhead, or debt service on any construction loan, or any charges paid by Tenant to an affiliate. If Director disputes the amount of investment claimed by Tenant, Director may, at City’s expense, hire an independent appraiser to determine the cost of the investment. If the independent appraiser determines that the investment is less than the Minimum Investment Amount, the deficiency, as well as City’s costs of hiring such independent appraiser, will be paid to City by Tenant within sixty (60) days of City’s written notice of the appraiser’s determination. At any time, upon three (3) business days’ notice, City or its representatives may audit all of Tenant’s books, records and source documents related to the hard construction costs paid by Tenant to complete the Initial Improvements. If the audit reveals that the hard construction costs paid by Tenant were less than those stated in Tenant’s affidavit, then Tenant must pay City for the costs incurred by City in connection with the audit plus any additional deficiency discovered between the hard construction costs paid by Tenant and the Minimum Investment Amount. City, at City’s sole discretion, may require that Tenant comply with the terms of a Tenant Work Letter setting forth additional terms relating to Tenant’s construction of the Initial Improvements, and Tenant hereby agrees to comply with any such Tenant Work Letter.

  • Investment Limits In the performance of its duties and obligations under this Agreement, Subadviser shall act in conformity with applicable limits and requirements, as amended from time to time, as set forth in the (A) Fund's Prospectus and Statement of Additional Information ("SAI"); (B) instructions and directions of AEFC and of the Board; (C) requirements of the 1940 Act, the Internal Revenue Code of 1986, as amended, as applicable to the Fund, and all other applicable federal and state laws and regulations; and (D) the procedures and standards set forth in, or established in accordance with, the Advisory Agreement.

  • Investment Limitation The Company shall not invest, or otherwise use the proceeds received by the Company from its sale of the Shares in such a manner as would require the Company or any of its subsidiaries to register as an investment company under the Investment Company Act.

  • Investment Limitations If the Custodian has otherwise complied with the terms and conditions of this Agreement in performing its duties generally, and more particularly in connection with the purchase, sale or exchange of securities made by or for a Portfolio, the Custodian shall not be liable to the applicable Fund and such Fund agrees to indemnify the Custodian and its nominees, for any loss, damage or expense suffered or incurred by the Custodian and its nominees arising out of any violation of any investment or other limitation to which such Fund is subject.

  • Coverage Minimum Limits Commercial General Liability $1,000,000 per occurrence $2,000,000 aggregate Automobile Liability including coverage for owned, non-owned and hired vehicles $1,000,000 per occurrence

  • Dollar Limits Per Service Agreement Cost to diagnose, repair and/or replace - Geothermal and water source systems $1,500 Water cooled air conditioners, high velocity and hydronic systems $1,500 Concrete encased or concealed ductwork $500 Refrigerant lines $500 Appliances l Standard/Seller Coverage S Supreme Coverage l S Appliance color matchSM l S Built-in microwave l S Dishwasher l S Garbage disposal l S Range, oven, cooktop and vent hood l S Refrigerator - INCLUDING ICE MAKER! S Washer and dryer S Range, oven, cooktop, hood: handles, hinges, clocks, rotisseries, racks, knobs and dials, interior lining, glass/ceramic cooktops, self cleaning mechanisms and latch assemblies S Kitchen Refrigerator: handles, hinges, ice crusher, beverage dispenser and respective equipment S Built-in microwave: handles, hinges, interior lining, clocks and shelves, turntable platforms and rollers S Dishwasher: handles, hinges, racks, baskets, rollers, tub and interior lining, springs, latch assemblies and soap dispensers S Permits up to $250 per Service Agreement S Modifications up to $250 per Service Agreement S Haul away/disposal fees S Items under manufacturer’s warranty Excluded Items: ✖ Appliances not located in the primary kitchen (except washer and dryer) and duplicate appliances, unless additional refrigerator option(s) are purchased. ✖ Meat probe assemblies, door glass, sensi-heat burners will only be replaced with standard burners for range, oven, cooktop. ✖ Multimedia center including technology convenience items like LCD screens, Wi-Fi and cameras. ✖ Racks, hinges, shelves, interior thermal shells, food spoilage and freezers which are not an integral part of the kitchen refrigerator. ✖ Door glass, portable or counter top units, trim kits, meat probe assemblies, rotisseries for built-in microwave. ✖ Damage to clothing, plastic mini-tub, soap dispensers, filter screens, knobs, dials, hinges and lint screen for washer or dryer. ✖ Gas supply line to stove.

  • Adjustment of Minimum Quarterly Distribution and Target Distribution Levels (a) The Minimum Quarterly Distribution, First Target Distribution, Second Target Distribution, Third Target Distribution, Common Unit Arrearages and Cumulative Common Unit Arrearages shall be proportionately adjusted in the event of any distribution, combination or subdivision (whether effected by a distribution payable in Units or otherwise) of Units or other Partnership Securities in accordance with Section 5.10. In the event of a distribution of Available Cash that is deemed to be from Capital Surplus, the then applicable Minimum Quarterly Distribution, First Target Distribution, Second Target Distribution and Third Target Distribution, shall be adjusted proportionately downward to equal the product obtained by multiplying the otherwise applicable Minimum Quarterly Distribution, First Target Distribution, Second Target Distribution and Third Target Distribution, as the case may be, by a fraction of which the numerator is the Unrecovered Capital of the Common Units immediately after giving effect to such distribution and of which the denominator is the Unrecovered Capital of the Common Units immediately prior to giving effect to such distribution.

  • Investment Funds Unregistered general or limited partnerships or pooled investment vehicles and/or registered investment companies in which the Company (directly, or indirectly through the Master Fund) invests its assets that are advised by an Investment Manager.

  • Investment Options You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.

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