Investment Tools Sample Clauses

Investment Tools. Client understands that investment tools provided within the Interface may result in investment losses and are not a guarantee of performance and neither Betterment Securities nor Betterment guarantees or makes any warranty of any kind, express or implied, regarding the projections or recommendations generated by the investment tools. Client agrees that Betterment and Betterment Securities is not liable for any Losses (including lost opportunity or profits) arising out of or relating to discrepancies between projections and suggestions and actual performance.
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Investment Tools. 10.1. You are able to view information about your Account and your Platform Assets on the Platform. This information includes:
Sample 1
Investment Tools. We feature a variety of interactive investment tools that enable users to conduct their own financial research. Among the investment tools we offer are: - real-time stock quotes; - intraday and historical stock charts with adjustable parameters; - mutual fund quotes and scoreboards; - summary company profiles; - analysts' buy/sell ratings; - news wire service feeds; - Securities and Exchange Commission filings; and - insider buying information. ONLINE CHATS Subscribers can participate in online "chats" with XXXXXXXXX.XXX columnists, including Xxxxx X. Xxxxxx, Xxxx Xxxxxxxxx, Xxxx Xxxxxxxxx and Xxxx X. Xxxxx. These chats, which are offered exclusively to XXXXXXXXX.XXX subscribers, cover topics relating to current market news and personal finance.
Sample 1
Investment Tools. Client understands that investment tools provided within the App are not a guarantee of performance nor does Newday Impact make any warranty of any kind, express or implied, regarding the projections or recommendations generated by the investment tools. Client agrees that Newday Impact is not liable for any Losses (including lost opportunity or profits) arising out of or relating to discrepancies between projections and suggestions and actual performance. These tools are not designed to provide you with a comprehensive financial plan.
Sample 1
Investment Tools. The funds are invested with Standard Life and you have the choice of investment tools: it can be in one of five guaranteed funds (1 to 5 years) and/or a choice of several pooled funds (diversified, equity, bonds, capital gains, short term, to name just a few). Advice concerning the various options is available from Benefit Partners and/or Standard Life. Withdrawal possibilities of employer & employee contributions: Note: Withdrawals will be subject to tax unless the money is withdrawn through the Home Buyer’s Plan. If you chose option A above, 50% of your profit sharing benefit will be designated by the insurance company as “Employer” contribution. The other half will be designated as “Employee” contribution. If you chose option B above, the full RRSP portion will be designated as “Employer” contribution. If you chose option D above, the RRSP contributions to qualify for the 50% bonus will be designated as “Employee Special Account”. For withdrawal purposes, this is treated the same as “Employer” contributions. There is no penalty if the “Employer” contribution is withdrawn to purchase a principal residence (through Home Buyers’ Plan or not) or pay down a mortgage. This option can be exercised only once and proof-of-use will be required. There WILL be a penalty if any money other than the “Employee” contribution is withdrawn for personal reasons or transferred to an RRSP with another financial institution: • 1st time, you must forgo the current year’s profit sharing award; • 2nd time, you must forgo the current and following year’s profit sharing award. NOTE: There will be no penalty if the withdrawal is paid back to the RRSP by March 1 of the following year through payroll deductions or a cheque. This repayment/no penalty option can only be used once. You can withdraw the “Employee” contribution from the RRSP account without penalty but taxes will have to be paid. Withdrawal procedure: To withdraw Employee Contributions from your RRSP or from the NRSP, call Standard Life directly at 0-000-000-0000, extension 3193. The policy number is RS101951, your certificate number is normally the same as your employee number, available on your pay stub. To withdraw Employer Contributions from your RRSP for any reason, contact the T.A.P. Group Administrator (0-000-000-0000). A form will be sent to you for signature. The money will be available about 2-3 weeks after the signed form is returned.
Sample 1
Investment Tools. The tools on the Website are intended to help Clients make informed decisions about investing, but they are not guarantees of performance, nor can TSA Portfolio Management Inc. guarantee that any investment made using TSA Portfolio Management Inc.’s online tools will be profitable. Client Suitability and Investment Objectives TSA Portfolio Management Inc.’s investment decisions for the Account shall made in accordance with the investment preferences you establish through the Website's risk tolerance questionnaire for the Account. All discretionary authority you have provided to TSA Portfolio Management Inc. for the digital advice of portfolio selection, trading and rebalancing of your Account on this Website shall be conducted through our selected sub-advisor partner, Marstone. You are responsible for advising TSA Portfolio Management Inc. via the Website of such preferences, restrictions and any other changes thereto, and for providing TSA Portfolio Management Inc. prompt written notice if you deem any recommendations or investment decisions made for the Account to be contrary to your previously selected preferences or restrictions.
Sample 1

Related to Investment Tools

  • Investment Services The Sub-Adviser will formulate and implement a continuous investment program for the Fund conforming to the investment objective, investment policies and restrictions of the Fund as set forth in the Prospectus and Statement of Additional Information of the Company as in effect from time to time (together, the "Registration Statement"), the Articles of Incorporation and By-laws of the Company, and any investment guidelines or other instructions received by the Sub-Adviser in writing from the Investment Manager from time to time. Any amendments to the foregoing documents will not be deemed effective with respect to the Sub-Adviser until the Sub-Adviser's receipt thereof. The appropriate officers and employees of the Sub-Adviser will be available to consult with the Investment Manager, the Company and the Directors at reasonable times and upon reasonable notice concerning the business of the Company, including valuations of securities which are not registered for public sale, not traded on any securities market or otherwise may be deemed illiquid for purposes of the ICA; provided it is understood that the Sub-Adviser is not responsible for daily pricing of the Fund's assets. Subject to the supervision and control of the Investment Manager, which in turn is subject to the supervision and control of the Directors, the Sub-Adviser in its discretion will determine which issuers and securities will be purchased, held, sold or exchanged by the Fund or otherwise represented in the Fund's investment portfolio from time to time and, subject to the provisions of paragraph 3 of this Agreement, will place orders with and give instructions to brokers, dealers and others for all such transactions and cause such transactions to be executed. Custody of the Fund will be maintained by a custodian bank (the "Custodian") and the Investment Manager will authorize the Custodian to honor orders and instructions by employees of the Sub-Adviser designated by the Sub-Adviser to settle transactions in respect of the Fund. No assets may be withdrawn from the Fund other than for settlement of transactions on behalf of the Fund except upon the written authorization of appropriate officers of the Company who shall have been certified as such by proper authorities of the Company prior to the withdrawal. The Sub-Adviser will not be responsible for the provision of administrative, bookkeeping or accounting services to the Fund except as specifically provided herein, as required by the ICA or the Advisers Act or as may be necessary for the Sub-Adviser to supply to the Investment Manager, the Fund or the Fund's shareholders the information required to be provided by the Sub-Adviser hereunder. Any records maintained hereunder shall be the property of the Fund and surrendered promptly upon request. In furnishing the services under this Agreement, the Sub-Adviser will comply with and use its best efforts to enable the Fund to conform to the requirements of: (i) the ICA and the regulations promulgated thereunder; (ii) Subchapter M of the Internal Revenue Code and the regulations promulgated thereunder; (iii) other applicable provisions of state or federal law; (iv) the Articles of Incorporation and By-laws of the Company; (v) policies and determinations of the Company and the Investment Manager provided to the Sub-Adviser in writing; (vi) the fundamental and non-fundamental investment policies and restrictions applicable to the Fund, as set out in the Registration Statement of the Company in effect, or as such investment policies and restrictions from time to time may be amended by the Fund's shareholders or the Directors and communicated to the Sub-Adviser in writing; (vii) the Registration Statement; and (viii) investment guidelines or other instructions received in writing from the Investment Manager. Notwithstanding the foregoing, the Sub-Adviser shall have no responsibility to monitor compliance with limitations or restrictions for which information from the Investment Manager or its authorized agents is required to enable the Sub-Adviser to monitor compliance with such limitations or restrictions unless such information is provided to the Sub-adviser in writing. The Sub-Adviser shall supervise and monitor the activities of its representatives, personnel and agents in connection with the investment program of the Fund. Nothing in this Agreement shall be implied to prevent the Investment Manager from engaging other sub-advisers to provide investment advice and other services to the Fund or to series or portfolios of the Company for which the Sub-Adviser does not provide such services, or to prevent the Investment Manager from providing such services itself in relation to the Fund or such other series or portfolios. The Sub-Adviser shall be responsible for the preparation and filing of Schedule 13-G and Form 13-F on behalf of the Fund. The Sub-Adviser shall not be responsible for the preparation or filing of any other reports required of the Fund by any governmental or regulatory agency, except as expressly agreed in writing.

  • Investment Article 126.

  • Derivative Works Constellation Beers shall acquire no ownership rights in the Licensed Intellectual Property or derivative works based thereon or any intellectual property deemed to be owned by Marcas Modelo or Modelo Group as a result of this Agreement. Constellation Beers shall, at any time requested by Marcas Modelo or Modelo Group, whether during or subsequent to the term hereof, disclaim in writing any such property interest or ownership in the Licensed Intellectual Property.

  • Sponsored Investment Entity and Controlled Foreign Corporation A Financial Institution described in subparagraph B(1) or B(2) of this section having a sponsoring entity that complies with the requirements of subparagraph B(3) of this section.

  • Sponsored, Closely Held Investment Vehicle An Estonian Financial Institution satisfying the following requirements:

  • Investment Promotion 1. Each Contracting Party shall promote investments in its territory by investors of the other Contracting Party and admit such investments in accordance with its legislation.

  • Commingling, Exchange and Investment of the Contributions 2.1. The Contributions shall be accounted for as a single trust fund and shall be kept separate and apart from the funds of the Bank. The Contributions may be commingled with other trust fund assets maintained by the Bank.

  • Preference for Domestically Manufactured Goods The provisions of paragraphs 2.54 and 2.55 of the Guidelines and Appendix 2 thereto shall apply to goods manufactured in the territory of the Borrower.

  • designated Trademark Clearinghouse If there is a conflict between the terms and conditions of this Agreement and the Trademark Clearinghouse Requirements, the terms and conditions of this Agreement shall control.

  • Investment Advisors and Investment Managers An Investment Entity established in Estonia that is a financial institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

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