Common use of Preauthorized Debits Clause in Contracts

Preauthorized Debits. You authorize the Manager, and the designated financial institution (or any other financial institution the Manager may authorize at any time) to begin Deposits on regular intervals from your self-designated Funding Source. These Deposits are based on Pending Roundup, Recurring Deposit and/or Lump Sum Deposit for funding your Subscription by the Manager. You confirm that you will not be provided with written Notice of the amount of each Deposit debit. This authority is to remain in effect the entire duration of the Moka Program Agreement. Any cancellation Notices must be received at five (5) Business Days before the next debit is scheduled at the address provided below. Email : xxxxxxx@xxxx.xx OR By Mail: Mogo Asset Management Inc. 000 Xx Xxxxxxxxx Xx, Xxxxx XX0 Xxxxxxxx (Xxxxxx) H4C 3C5 The Manager or Moka may assign this authorization, whether directly or indirectly, by operation of law, change of control or otherwise, by providing at least 10 days prior Notice to you. As the Manager is facilitating transfers between two financial accounts in your name, you forfeit your rights to dispute any debit unless the debit does not comply with this agreement. For example, you have the right to receive reimbursement for any PAD that is not consistent with Section 7. To obtain a form for a reimbursement claim, or for more information on your recourse rights, you may contact your financial institution or visit xxx.xxxxxx.xx Investment in the Funds When your Advising Representative decides to invest your money into the Funds, the purchase of units in those Funds is called a Subscription. When Subscriptions to the Funds occur, your money is transferred from the Trust Account into the Fund account in exchange for units of the Fund. A record of this transaction, as well as the number of outstanding units you own, is recorded in the Manager’ book of records. The assets reflected in your Investment Account may only be used towards investments as decided by the Advising Representative. Securities in your account shall consist of units of the Fund to which you have subscribed. The underlying assets of the Funds to which you have subscribed are held by the Fund Custodian in an account in the name of the Fund. This means that your Account Assets are segregated from the assets of Xxxx and the Manager. Moka Referral Program You may choose to participate in the Moka Referral Program. The Moka Referral Program allows you to earn a monetary credit as determined by Xxxx from time to time, which will be credited to your Investment Account when you refer a friend to the Moka program. The terms and conditions governing the Moka Referral Program are set out in Schedule “A” hereto. By participating in the Moka Referral Program or by sending a referral link to any person, you acknowledge and agree to the terms and conditions set out in Schedule “A” that shall form part of these Moka Program Terms and Conditions.

Appears in 1 contract

Samples: Moka Program Terms and Conditions

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Preauthorized Debits. You authorize the Portfolio Manager, and the designated financial institution (or any other financial institution the Portfolio Manager may authorize at any time) to begin Deposits on regular intervals from your self-designated Funding Source. These Deposits are based on Pending Roundup, Recurring Deposit and/or Lump Sum Deposit for funding your Subscription by the Portfolio Manager. You confirm that you will not be provided with written Notice of the amount of each Deposit debit. This authority is to remain in effect the entire duration of the Moka Mylo Program Agreement. Any cancellation Notices must be received at five (5) Business Days before the next debit is scheduled at the address provided below. Email : xxxxxxx@xxxx.xx OR xxxx@xxxxxx.xx By Mail: Mogo Tactex Asset Management Inc. 000 Xx Xxxxxxxxx Xx000, Xxxxx XX0 Xxxxxxxx xxxxxx West, Suite 200 Montreal (XxxxxxQuebec) H4C 3C5 H2Z 1G6 The Portfolio Manager or Moka Mylo may assign this authorization, whether directly or indirectly, by operation of law, change of control or otherwise, by providing at least 10 days prior Notice to you. As the Portfolio Manager is facilitating transfers between two financial accounts in your name, you forfeit your rights to dispute any debit unless the debit does not comply with this agreement. For example, you have the right to receive reimbursement for any PAD that is not consistent with Section 7. To obtain a form for a reimbursement claim, or for more information on your recourse rights, you may contact your financial institution or visit xxx.xxxxxx.xx Investment in the Funds When your Advising Representative decides to invest your money into the Funds, the purchase of units in those Funds is called a Subscription. When Subscriptions to the Funds occur, your money is transferred from the Trust Account into the Fund account in exchange for units of the Fund. A record of this transaction, as well as the number of outstanding units you own, is recorded in the Portfolio Manager’s book of records. The assets reflected in your Investment Account may only be used towards investments as decided by the Advising Representative. Securities in your account shall consist of units of the Fund to which you have subscribed. The underlying assets of the Funds to which you have subscribed are held by the Fund Custodian in an account in the name of the Fund. This means that your Account Assets are segregated from the assets of Xxxx Mylo and the Portfolio Manager. Moka Referral Program You may choose to participate in the Moka Referral Program. The Moka Referral Program allows you to earn a monetary credit as determined by Xxxx from time to time, which will be credited to your Investment Account when you refer a friend to the Moka program. The terms and conditions governing the Moka Referral Program are set out in Schedule “A” hereto. By participating in the Moka Referral Program or by sending a referral link to any person, you acknowledge and agree to the terms and conditions set out in Schedule “A” that shall form part of these Moka Program Terms and Conditions.

Appears in 1 contract

Samples: Program Terms and Conditions

Preauthorized Debits. You authorize the Manager, and the designated financial institution (or any other financial institution the Manager may authorize at any time) to begin Deposits on regular intervals from your self-designated Funding Source. These Deposits are based on Pending Roundup, Recurring Deposit and/or Lump Sum Deposit for funding your Subscription by the Manager. You confirm that you will not be provided with written Notice of the amount of each Deposit debit. This authority is to remain in effect the entire duration of the Moka Program Agreement. Any cancellation Notices must be received at five (5) Business Days before the next debit is scheduled at the address provided below. Email : xxxxxxx@xxxx.xx OR By Mail: Mogo Tactex Asset Management Inc. 000 Xx Xxxxxxxxx Xx, Xxxxx XX0 000 Xxxxxxxx (Xxxxxx) H4C 3C5 X0X 0X0 The Manager or Moka may assign this authorization, whether directly or indirectly, by operation of law, change of control or otherwise, by providing at least 10 days prior Notice to you. As the Manager is facilitating transfers between two financial accounts in your name, you forfeit your rights to dispute any debit unless the debit does not comply with this agreement. For example, you have the right to receive reimbursement for any PAD that is not consistent with Section 7. To obtain a form for a reimbursement claim, or for more information on your recourse rights, you may contact your financial institution or visit xxx.xxxxxx.xx Investment in the Funds When your Advising Representative decides to invest your money into the Funds, the purchase of units in those Funds is called a Subscription. When Subscriptions to the Funds occur, your money is transferred from the Trust Account into the Fund account in exchange for units of the Fund. A record of this transaction, as well as the number of outstanding units you own, is recorded in the Manager’ book of records. The assets reflected in your Investment Account may only be used towards investments as decided by the Advising Representative. Securities in your account shall consist of units of the Fund to which you have subscribed. The underlying assets of the Funds to which you have subscribed are held by the Fund Custodian in an account in the name of the Fund. This means that your Account Assets are segregated from the assets of Xxxx and the Manager. Moka Referral Program You may choose to participate in the Moka Referral Program. The Moka Referral Program allows you to earn a monetary credit as determined by Xxxx from time to time, which will be credited to your Investment Account when you refer a friend to the Moka program. The terms and conditions governing the Moka Referral Program are set out in Schedule “A” hereto. By participating in the Moka Referral Program or by sending a referral link to any person, you acknowledge and agree to the terms and conditions set out in Schedule “A” that shall form part of these Moka Program Terms and Conditions.

Appears in 1 contract

Samples: Investment Management Agreement

Preauthorized Debits. You authorize the Manager, and the designated financial institution (or any other financial institution the Manager may authorize at any time) make arrangements to begin Deposits on regular intervals pay certain recurring bills from your self-designated Funding Sourcechecking or savings account(s). These Deposits are based Limitations On Frequency Of Transfers: In addition to those limitations on Pending Rounduptransfers elsewhere described, Recurring Deposit and/or Lump Sum Deposit for funding if any, the following limitationsapply to your Subscription by the Manager. You confirm that you will not be provided with written Notice Money Market and Savings account(s): During any calendar month or statement cycle of the amount of each Deposit debit. This authority is to remain in effect the entire duration of the Moka Program Agreement. Any cancellation Notices must be received at five (5) Business Days before the next debit is scheduled at the address provided below. Email : xxxxxxx@xxxx.xx OR By Mail: Mogo Asset Management Inc. 000 Xx Xxxxxxxxx Xx, Xxxxx XX0 Xxxxxxxx (Xxxxxx) H4C 3C5 The Manager or Moka may assign this authorization, whether directly or indirectly, by operation of law, change of control or otherwise, by providing at least 10 days prior Notice to you. As the Manager is facilitating transfers between two financial accounts in your name, you forfeit your rights to dispute any debit unless the debit does not comply with this agreement. For example, you have the right to receive reimbursement for any PAD that is not consistent with Section 7. To obtain a form for a reimbursement claim, or for more information on your recourse rightsfour weeks, you may contact not make more than six withdrawals or transfers to another account of yours or to a third party by means of a preauthorized or automatic transfer, online transfer, or telephone order or instruction or by check or similar order to third parties. If you exceed the transfer limitations The following limitations may be applicable to your financial institution accounts, except as provided by law: Liability for Unauthorized MasterCard Debit Card Transactions on Cards Issued to Certain Consumers and Small Businesses. The zero liability limit described below only applies to a United States-issued MasterCard branded debit card issued to: (i) a natural person, or visit xxx.xxxxxx.xx Investment (ii) a business or other entity only if the card is issued under a "small business" program described on MasterCard's website at xxx.xxxxxxxxxxxxxxxxxx.xxx. The zero liability limit described below does not apply if you are a business or an entity of any sort (corporation, limited liability company, partnership, etc.) unless the card issued to you is a "small business" card described above. The zero liability limit described below does not apply until your identity is registered by or on behalf of the card issuer. Under MasterCard's zero liability policy as described in the Funds When your Advising Representative decides to invest your money into the Funds, the purchase of units in those Funds is called a Subscription. When Subscriptions to the Funds occur, your money is transferred from the Trust Account into the Fund account in exchange for units of the Fund. A record of this transaction, MasterCard Rules (as well as the number of outstanding units you own, is recorded in the Manager’ book of records. The assets reflected in your Investment Account may only be used towards investments as decided by the Advising Representative. Securities in your account shall consist of units of the Fund to which you have subscribed. The underlying assets of the Funds to which you have subscribed are held by the Fund Custodian in an account in the name of the Fund. This means that your Account Assets are segregated from the assets of Xxxx and the Manager. Moka Referral Program You may choose to participate in the Moka Referral Program. The Moka Referral Program allows you to earn a monetary credit as determined by Xxxx amended from time to time), which the zero liability limitation described below may not apply for other reasons. Tell us AT ONCE if you believe your MasterCard debit card has been lost or stolen or if you believe any unauthorized transactions have been made using your MasterCard debit card. Your liability for unauthorized use of your debit card with the MasterCard logo will not exceed zero dollars ($0.00) if the following conditions have been met: (i) you have exercised reasonable care in safeguarding your card from risk of loss or theft; and (ii) upon becoming aware of such loss or theft you promptly reported the loss or theft to us. If the conditions set forth above have not been met, you may be credited liable for unauthorized transactions to the extent allowed under applicable law (for example, see Liability for Unauthorized Transfers paragraph below). To notify us of lost or stolen cards, or of unauthorized transactions, call or write to us at the telephone number or address set forth in the Liability for Unauthorized Transfers paragraph below. This will help prevent unauthorized access to your Investment Account when you refer a friend account and minimize any inconvenience.set forth above in any statement period, your account may be subject to closure by the Moka program. The terms and conditions governing the Moka Referral Program are set out in Schedule “A” hereto. By participating in the Moka Referral Program or by sending a referral link to any person, you acknowledge and agree to the terms and conditions set out in Schedule “A” that shall form part of these Moka Program Terms and Conditionsfinancial institution.

Appears in 1 contract

Samples: Electronic Funds Transfer Your

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Preauthorized Debits. You authorize the Manager, and the designated financial institution (or any other financial institution the Manager may authorize at any time) to begin Deposits on regular intervals from your self-designated Funding Source. These Deposits are based on Pending Roundup, Recurring Deposit and/or Lump Sum Deposit for funding your Subscription by the Manager. You confirm that you will not be provided with written Notice of the amount of each Deposit debit. This authority is to remain in effect the entire duration of the Moka Mylo Program Agreement. Any cancellation Notices must be received at five (5) Business Days before the next debit is scheduled at the address provided below. Email : xxxxxxx@xxxx.xx Xxxxxxx@xxxx.xx OR By Mail: Mogo Tactex Asset Management Inc. 000 Xx Xxxxxxxxx Xx, Xxxxx XX0 000 Xxxxxxxx (Xxxxxx) H4C 3C5 The X0X 0X0 the Manager or Moka Xxxx may assign this authorization, whether directly or indirectly, by operation of law, change of control or otherwise, by providing at least 10 days prior Notice to you. As the Manager is facilitating transfers between two financial accounts in your name, you forfeit your rights to dispute any debit unless the debit does not comply with this agreement. For example, you have the right to receive reimbursement for any PAD that is not consistent with Section 7. To obtain a form for a reimbursement claim, or for more information on your recourse rights, you may contact your financial institution or visit xxx.xxxxxx.xx Investment in the Funds When your Advising Representative decides to invest your money into the Funds, the purchase of units in those Funds is called a Subscription. When Subscriptions to the Funds occur, your money is transferred from the Trust Account into the Fund account in exchange for units of the Fund. A record of this transaction, as well as the number of outstanding units you own, is recorded in the Manager’ book of records. The assets reflected in your Investment Account may only be used towards investments as decided by the Advising Representative. Securities in your account shall consist of units of the Fund to which you have subscribed. The underlying assets of the Funds to which you have subscribed are held by the Fund Custodian in an account in the name of the Fund. This means that your Account Assets are segregated from the assets of Xxxx Mylo and the Manager. Moka Mylo Referral Program You may choose to participate in the Moka Mylo Referral Program. The Moka Mylo Referral Program allows you to earn a monetary credit as determined by Xxxx Mylo from time to time, which will be credited to your Investment Account when you refer a friend to the Moka Mylo program. The terms and conditions governing the Moka Mylo Referral Program are set out in Schedule “A” hereto. By participating in the Moka Mylo Referral Program or by sending a referral link to any person, you acknowledge and agree to the terms and conditions set out in Schedule “A” that shall form part of these Moka Mylo Program Terms and Conditions.

Appears in 1 contract

Samples: Program Terms and Conditions

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