Managed Account Services. Client is opening a discretionary advisory account with AEWM. The Account will consist only of separate account(s) held by qualified custodian(s) under the name of Client. The qualified custodian(s) will maintain physical custody of all funds and securities of the Account, and Client will retain all rights of ownership (e.g., right to withdraw securities or cash, exercise or delegate proxy voting and receive transaction confirmations) of the Account.
Appears in 3 contracts
Sources: Co Advisory Client Agreement, Managed Account Client Agreement, Managed Account Client Agreement