Newday Impact’s Advisory Services Sample Clauses

Newday Impact’s Advisory Services. Newday Impact offers client-directed investment advisory services (“Services”) to clients through the Newday Impact Website xxx.xxxxxxxxxxxxxxx.xxx or related mobile application (the “Site” or “App”). Client hereby appoints Newday Impact as its investment adviser to implement investment decisions of the Client and to manage a securities account established and owned by Client at Apex Clearing Corporation (each the “Client Account”, “Newday Impact Account” or “Account”). Newday Impact shall manage the Account by issuing trading instructions to Apex Clearing Corporation (“Apex” or “Custodian”) to cause such Account to purchase and sell stocks, bonds, mutual funds, exchange traded index funds (“ETFs”) and/or similarly traded instruments (“Securities”) pursuant to the selected impact portfolio (the “Portfolio”). Every Newday Impact Portfolio is custom-made, proprietary, and targeted investment strategy built to benefit a specific area of impact. Our multi-portfolio approach allows us to provide a fully-diversified investment strategy while impacting the areas the clients care about directly. $1000 Minimum Investment: Newday Impact imposes a minimum $1000 investment and requests that the Client select one (1) portfolio from the recommended portfolio allocation. Newday Impact recommends an additional $100 investment per portfolio in order for the client’s portfolio to replicate the model portfolio. Newday Impact offers three Impact Strategies: Conservative, Moderate and Aggressive. Each Strategy is a blend of Newday Impact’s fixed income model portfolio and thematic model portfolios. Blended as follows: Conservative strategy 70% Fixed Income/30% Equities Moderate strategy: 60% Fixed Income/40% Equities Conservative strategy: 30% Fixed Income/70% Equities Newday Impact will develop a number of model portfolios and enhance or update these model portfolios from time to time. Client agrees that Newday Impact may modify from time to time the number of model portfolios that it deems appropriate, in its sole discretion, to address the areas of impact. Client agrees that Newday Impact may, in its sole discretion, modify from time to time the selection of securities that comprise each of the model portfolios and the relative weightings of the securities within each of the model portfolios. Newday Impact will use the App to provide Client with information about the composition and impact objectives of the Model Portfolios. Client agrees that: ● The Model Portfolios are su...
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Related to Newday Impact’s Advisory Services

  • Advisory Services The Advisor shall act as investment advisor for the Funds and shall, in such capacity, supervise all aspects of the Funds' operations, including the investment and reinvestment of cash, securities or other properties comprising the Funds' assets, subject at all times to the policies and control of the Board of Trustees. The Advisor shall give the Trust and the Funds the benefit of its best judgment, efforts and facilities in rendering its services as investment advisor.

  • Sub-Advisory Services (a) The Advisers hereby appoint the Sub-Adviser to act as an investment adviser to the Fund for the periods and on the terms herein set forth. The Sub-Adviser accepts such appointment and agrees to render the services herein set forth, for the compensation herein provided.

  • Laboratory Services Covered Services include prescribed diagnostic clinical and anatomic pathological laboratory services and materials when authorized by a Member's PCP and HPN’s Managed Care Program.

  • Surgery Services This plan covers surgery services to treat a disease or injury when: • the operation is not experimental or investigational, or cosmetic in nature; • the operation is being performed at the appropriate place of service; and • the physician is licensed to perform the surgery. Preauthorization may be required for certain surgical services. Reconstructive Surgery for a Functional Deformity or Impairment This plan covers reconstructive surgery and procedures when the services are performed to relieve pain, or to correct or improve bodily function that is impaired as a result of: • a birth defect; • an accidental injury; • a disease; or • a previous covered surgical procedure. Functional indications for surgical correction do not include psychological, psychiatric or emotional reasons. This plan covers the procedures listed below to treat functional impairments. • abdominal wall surgery including panniculectomy (other than an abdominoplasty); • blepharoplasty and ptosis repair; • gastric bypass or gastric banding; • nasal reconstruction and septorhinoplasty; • orthognathic surgery including mandibular and maxillary osteotomy; • reduction mammoplasty; • removal of breast implants; • removal or treatment of proliferative vascular lesions and hemangiomas; • treatment of varicose veins; or • gynecomastia. Preauthorization may be required for these services.

  • Subadvisory Services In its capacity as subadviser to the Fund, the Subadviser shall have the following responsibilities:

  • EFT SERVICES If approved, you may conduct any one (1) or more of the EFT services offered by the Credit Union.

  • Support Services HP’s support services will be described in the applicable Supporting Material, which will cover the description of HP’s offering, eligibility requirements, service limitations and Customer responsibilities, as well as the Customer systems supported.

  • Pharmacy Services The Contractor shall establish a network of pharmacies. The Contractor or its PBM must provide at least two (2) pharmacy providers within thirty (30) miles or thirty (30) minutes from a member’s residence in each county, as well as at least two (2) durable medical equipment providers in each county or contiguous county.

  • Hospice Services Services are available for a Member whose Attending Physician has determined the Member's illness will result in a remaining life span of six months or less.

  • Hosting Services 13.1 If Supplier or its subcontractor, affiliate or any other person or entity providing products or services under the Contract Hosts Customer Data in connection with an Acquisition, the provisions of Appendix 1, attached hereto and incorporated herein, apply to such Acquisition.

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