Common use of Manager Services Clause in Contracts

Manager Services. Program is offered and sponsored by the Manager. Manager, through a sub-agreement with Envestnet Asset Management, Inc. (“Envestnet”) will: i) provide Advisor and Client, Program Investment research and the ongoing review, evaluation and continued recommendation of Program Investments. ii) recommend asset allocation models and specific Program Investments to place within the recommended asset allocation models based on responses to the Questionnaire. The Advisor and the Client may adjust the aforementioned, within predetermined limits, and upon suitability determinations made by the Advisor and Client in their sole discretion. iii) provide on a quarterly basis, a report outlining the Client’s Program Investment performance. iv) calculate the quarterly advisory fee and instruct the custodian to withdraw the fee from the Client’s Program Account(s). v) provide a web site and associated technology to assist the Advisor and Client with the selection of Program Investments and generation of the Investment Strategy Proposal and other associated documents. vi) direct the investment, reinvestment and rebalancing of Program Investments in the Program Account, in accordance with the information and instructions provided by Advisor and Client. vii) provide overlay account management to UMA Accounts to coordinate trading activity, rebalance and provide greater tax-efficiency. Client understands and agrees that Manager will rely upon the information contained in the Questionnaire and will not independently verify any information that Client provides in connection with the completion of the Questionnaire. Client hereby consents to Manager’s delegation of duties if applicable, to the Investment Managers, as set forth in this Agreement. Manager is not responsible for determining Client suitability and for the ultimate selection of Program Investments made by the Client. Manager will bear no responsibility for its recommendations if, as referenced above, the Advisor and Client adjust recommended Program Investments and asset allocation models.

Manager Services. Program is offered and sponsored by the Manager. Manager, through a sub-agreement with Envestnet Asset Management, Inc. (“Envestnet”) will: i) provide i. Provide Advisor and Client, Program Investment research and the ongoing review, evaluation and continued recommendation of Program Investments. ii) recommend . Recommend asset allocation models and specific Program Investments to place within the recommended asset allocation models based on responses to the Questionnaire. The Advisor and the Client may adjust the aforementioned, within predetermined limits, and upon suitability determinations made by the Advisor and Client in their sole discretion. iii) provide . Provide on a quarterly basis, a report outlining the Client’s Program Investment performance. iv) calculate . Calculate the quarterly advisory fee and instruct the custodian to withdraw the fee from the Client’s Program Account(s). v) provide v. Provide a web site website and associated technology to assist the Advisor and Client with the selection of Program Investments and generation of the Investment Strategy Proposal and other associated documents. vi) direct . Direct the investment, reinvestment and rebalancing of Program Investments in the Program Account, in accordance with the information and instructions provided by Advisor and Client. vii) provide . Provide overlay account management to UMA Accounts to coordinate trading activity, rebalance and provide greater tax-efficiency. Client understands and agrees that Manager will rely upon the information contained in the Questionnaire and will not independently verify any information that Client provides in connection with the completion of the Questionnaire. Client hereby consents to Manager’s delegation of duties if applicable, to the Investment Managers, as set forth in this Agreement. Manager is not responsible for determining Client suitability and for the ultimate selection of Program Investments made by the Client. Manager will bear no responsibility for its recommendations if, as referenced above, the Advisor and Client adjust recommended Program Investments and asset allocation models.