One-Time Payment Tenant shall pay to Landlord a one-time payment in the amount of Fifty Thousand and No/100 Dollars ($50,000.00), payable within thirty (30) days of the Effective Date and subject to the following conditions precedent: (a) Tenant’s receipt of this Amendment executed by Landlord, on or before October 29, 2017; (b) Tenant’s confirmation that Landlord’s statements as further set forth in this Amendment are true, accurate, and complete, including verification of Landlord’s ownership; (c) Tenant’s receipt of any documents and other items reasonably requested by Tenant in order to effectuate the transaction and payment contemplated herein; and (d) receipt by Tenant of an original Memorandum (as defined herein) executed by Landlord.
Referral Fees If you were introduced to us through a solicitor, we may pay that solicitor a referral fee in accordance with Rule 206(4)-3 of the Advisers Act and applicable state securities laws. The referral fee shall be paid solely from the Advisory Fee as discussed above, and shall not result in any additional charge to you. If you were introduced to us through a solicitor, you acknowledge receipt of the written Solicitor Disclosure Statement disclosing the terms of the solicitation arrangement between us and the solicitor, including the compensation to be received by the solicitor from us. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. Clear Money Path Client(s) X X By: Xxxx X Xxxxxx Client X Client EXHIBIT A Description of Services We shall provide the following services to you (as marked below) in accordance to the Financial Consulting Agreement to which this Exhibit A is attached: Financial Position □ Net Worth Statement □ Cash Flow Statement □ Debt Management Insurance/Survivor Protection Review □ Life Insurance □ Disability Insurance □ Long Term Care Tax Planning □ Strategy and Advice in concert with your tax professional Retirement Planning □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections Education Goal Planning □ Strategy and Advice Investment Planning □ Asset Allocation / Portfolio review □ Investment Policy Statement Distribution Planning □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice Other □ Survivor Binder (we will discuss this when we get together) □ EXHIBIT B Schedule of Fees Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Financial Position $ Notes: Insurance/Survivor Protection Review $ Notes: Tax Planning $ Notes: Retirement Planning $ Notes: Education Goal Planning $ Notes: Investment Planning $ Notes: Distribution Planning $ Notes: Other $ Notes: Total: $ Retainer Planning Services Packages (to be determined at our meeting) □ Level 1: $ 500 minimum annual retainer fee □ Level 2: $ 1,000 minimum annual retainer fee □ Level 3: $ 1,500 minimum annual retainer fee □ Level 4: $ 2,000 minimum annual retainer fee Retainer Customized Services Packages Our clients’ planning needs are unique. Our job is to help keep our clients keep moving in the right direction, and the objective of our financial planning business is to help our clients determine, every year, the ideal number of planning meetings that make their financial lives easier and most efficient. We offer 4 Levels of Financial Planning Packages, with each level corresponding to the number of planning meetings needed for the calendar year*. □ Level 1: (Typically for clients with a Net Worth over $150,000). This level includes one annual planning meeting for updating our 24/7 planning tool and the client’s Personal Finance Progress Report. (Estate Planning and Insurance is reviewed every 3 years). Additional services include a comprehensive Financial Statement and access to Clear Money Path’s educational materials. □ Level 2: (Typically for clients with a Net Worth over $500,000). This level includes 2 semi-annual planning meetings; one for updating our 24/7 planning tool and the Personal Finance Progress Report, and another for the Estate Planning and Insurance Progress Reports. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, and the Clear Money Path Survivor Binder. □ Level 3: (Typically for clients with a Net Worth over $1,000,000). This level includes 3 planning meetings through the year for updating the 24/7 planning tool and the Personal Finance Progress Report; the Estate Planning and Insurance Progress Reports; and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts. □ Level 4: (Typically for clients with a Net Worth over $1,500,000). This level includes the Level 3 planning meetings throughout the year, and the custom Financial Retreat meeting (which includes your legal and tax professionals and your Next Generation participation). Level 3 meetings include updating of: the 24/7 planning tool and the Personal Finance Progress Report, the Estate Planning and Insurance Progress Reports, and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts.
Monthly Fees ACS will xxxx Customer each month during the term of this Agreement based on number of "Actions" which occurred during the prior month. The definition of "Actions" and fees for each Action will be documented in each Task Order. Customer shall cause ACS to be paid the foregoing fees on a monthly basis within thirty (30) days of ACS' delivery of an invoice for the preceding month's Actions.
Monthly Fee 2.1 The monthly fee is € . The monthly fee includes value-added tax at the statutory rate, which is currently 19%. In the event of changes to the statutory value-added tax payable and/or if any additional taxes/levies have to be paid, the fee specified above may be recalculated accordingly.
Annual Fees Tiered Fee Schedule for Premier Wealth Tactical, Premier Wealth Tactical Core, ETF Sector Rotation, Tactical Opportunity, Equity Growth and Value, Equity Growth Opportunity, Equity Dividend Income, and all Premier Wealth Tactical Core/ ETF Sector Rotation Strategies (also known as Xxxxxxxxx Moderate, Xxxxxxxxx Moderately Aggressive, or Xxxxxxxxx Aggressive):
ATM Fees If you use an ATM to obtain a cash advance and the ATM is not operated by us, you may be charged an ATM surcharge by the ATM operator or an ATM network utilized for such a transaction. The ATM surcharge may be charged to your account if you complete the transaction.
Membership Fees 59.01 The Employer shall reimburse an employee for the payment of membership or registration fees to an organization or governing body when the payment of such fees is a requirement for the continuation of the performance of the duties of the employee’s position.
Hourly Fees Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on Exhibit B.
Nomination Fees The Allottee shall pay a sum calculated @ 2% of the Unit Price or the Nomination Price whichever is higher, plus applicable taxes, as and by way of nomination fees to the Promoter. It is clarified that inclusion of a new joint allottee or change of a joint allottee shall be treated as a nomination. However nomination fees shall not be payable in case of nomination in favour of parents, spouse or children of the Allottee. Any additional income tax liability that may become payable by the Promoter due to nomination by the Allottee because of higher market valuation as per the registration authorities on the date of nomination and/or the extra registration fees to be paid to the registration authorities due to nomination, shall be compensated by the Allottee paying to the Promoter agreed compensation equivalent to the income tax payable on such difference at the highest applicable tax rate at the prevailing time or the estimated extra registration fees. Such amount shall be payable by the Allottee on or before nomination. The Allottee admits and accepts that he shall not be entitled to nominate or assign his rights under this Agreement save in the manner indicated above.
User Fees You shall pay all fees specified in all Order Forms hereunder. Except as otherwise specified herein or in an Order Form, (i) fees are quoted and payable in United States dollars, (ii) fees are based on services purchased and not actual usage, (iii) payment obligations are non-cancelable and fees paid are non-refundable, and (iv) the number of User Subscriptions purchased cannot be decreased during the relevant subscription term stated on the Order Form. User Subscription fees are based on monthly periods that begin on the subscription start date and each monthly anniversary thereof; therefore, fees for User Subscriptions added in the middle of a monthly period will be charged for that full monthly period and the monthly periods remaining in the subscription term.
