Print Name Print Name Sample Clauses

Print Name Print Name. In the presence of: In the presence of:
Sample 1
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Print Name Print Name. [The Mortgagee] By: Name: Title: By: Name Title: ) ) ) ) ) ) ) ) )
Sample 1
Print Name Print Name. Dated Dated This service is generally appropriate to those with more significant assets and specific financial objectives. It is also appropriate for those taking a regular income from their portfolio where an annual review is highly recommended. New investment or business transactions and fund switches may incur an additional initial advice charge that will be set out in the suitability report and agreed with you in advance. Service Premier Investment Service – Access to the Xxxxxx Xxxxx Investment Process where ideas and solutions from the whole of the market are reviewed and implemented to meet your personal risk appetite and objectives. Premier Health Check – We will review your portfolio on an annual basis and make adjustments to bring your asset allocation back in line with your personal risk profile. There may be costs to deliver this service which we will fully disclose in writing or by email prior to any changes to your investment portfolio. File Maintenance - We will hold your information on our computer administration systems and keep it updated. Review Meeting – We will meet in order to review your financial matters. Providing you with information - You can telephone, write or email our Financial Planning Support Team or Adviser for information, or guidance, about any of your policies or investments for which we hold records. Newsletters - You will receive our Newsletters which are typically issued twice a year. You can also opt to receive our on-line Investment Meeting Minutes on a monthly basis. Your Commitment to Us • Complete the data gathering forms that may from time to time be requested • Provide all documents and information requested • Inform your Financial Adviser of any changes to your personal or financial situation • Participate in any review sessions Our fee agreement To enable us to deliver the services outlined above and based on the size of funds managed. There may be an advice and administration charge made for alterations, additions and fund switches but these will be agreed with you in advance. The cost of this agreed advice charge will be included within the charges section of our investment recommendations. I / we agree to an annual fee of % of the total value of my / our portfolio for the provision of the agreed services set out above. Signed Signed
Sample 1
Print Name Print Name. Dated Dated Platinum Service Xxxxxx Xxxxx Financial Management Limited This the highest level of service we offer and is appropriate for larger investors or where significant monitoring and ongoing advice is required. New investment or business transacted may incur an additional initial advice charge that will be set out in the suitability report and agreed with you in advance. Service Real time Valuations - Anytime secure online access to your portfolio, administered through the Xxxxxx Xxxxx Wealth Management Service.
Sample 1

Related to Print Name Print Name

  • Print Name Designation ...................................

  • Print Name of Buyer By: ---------------------------------------- Name: Title: IF AN ADVISOR: Print Name of Buyer Date: ------------------------------------- EXHIBIT K [TEXT OF AMENDMENT TO POOLING AND SERVICING AGREEMENT PURSUANT TO SECTION 11.01(E) FOR A LIMITED GUARANTY]

  • Xxxxx Fargo Name The Sub-Adviser and the Trust each agree that the name "Xxxxx Fargo," which comprises a component of the Trust's name, is a property right of the parent of the Adviser. The Trust agrees and consents that: (i) it will use the words "Xxxxx Fargo" as a component of its corporate name, the name of any series or class, or all of the above, and for no other purpose; (ii) it will not grant to any third party the right to use the name "Xxxxx Fargo" for any purpose; (iii) the Adviser or any corporate affiliate of the Adviser may use or grant to others the right to use the words "Xxxxx Fargo," or any combination or abbreviation thereof, as all or a portion of a corporate or business name or for any commercial purpose, other than a grant of such right to another registered investment company not advised by the Adviser or one of its affiliates; and (iv) in the event that the Adviser or an affiliate thereof is no longer acting as investment adviser to any Fund or class of a Fund, the Trust shall, upon request by the Adviser, promptly take such action as may be necessary to change its corporate name to one not containing the words "Xxxxx Fargo" and following such change, shall not use the words "Xxxxx Fargo," or any combination thereof, as a part of its corporate name or for any other commercial purpose, and shall use its best efforts to cause its trustees, officers and shareholders to take any and all actions that the Adviser may request to effect the foregoing and to reconvey to the Adviser any and all rights to such words.

  • WELLS FARGO NAME The Adviser axx xxe Trust each agree that the name "Wells Fargo," which comprises a xxxxonent of the Trust's name, is a property right of the parent of the Adviser. The Trust agrees and consents that: (i) it will use the words "Wells Fargo" as a component of xxx xorporate name, the name of any series or class, or all of the above, and for no other purpose; (ii) it will not grant to any third party the right to use the name "Wells Fargo" for any purpose; (xxx) the Adviser or any corporate affiliate of the Adviser may use or grant to others the right to use the words "Wells Fargo," or any combinatiox xx abbreviation thereof, as all or a portion of a corporate or business name or for any commercial purpose, other than a grant of such right to another registered investment company not advised by the Adviser or one of its affiliates; and (iv) in the event that the Adviser or an affiliate thereof is no longer acting as investment adviser to any Fund, the Trust shall, upon request by the Adviser, promptly take such action as may be necessary to change its corporate name to one not containing the words "Wells Fargo" and following such xxxxge, shall not use the words "Wells Fargo," or any combinatiox xxxreof, as a part of its corporate name or for any other commercial purpose, and shall use its best efforts to cause its trustees, officers and shareholders to take any and all actions that the Adviser may request to effect the foregoing and to reconvey to the Adviser any and all rights to such words.

  • Account Name The Grant will be paid in instalments by the Commonwealth in accordance with the agreed Milestones, and compliance by the Grantee with its obligations under this Agreement.

  • Corporate Name No Borrower has been known by any other corporate name in the past five years and does not sell Inventory under any other name except as set forth on Schedule 5.6, nor has any Borrower been the surviving corporation of a merger or consolidation or acquired all or substantially all of the assets of any Person during the preceding five (5) years.

  • Name of Xxxxx(s) 2. The named person's role in the firm, and

  • Name of Company The name of the Company shall be as set forth in the Certificate.

  • Exact Names Such Grantor’s name in which it has executed this Security Agreement is the exact name as it appears in such Grantor’s organizational documents, as amended, as filed with such Grantor’s jurisdiction of organization. Such Grantor has not, during the past five years, been known by or used any other corporate or fictitious name, or been a party to any merger or consolidation, or been a party to any acquisition.

  • Email Address (For delivery of Documents to Seller) (For delivery of Documents to Buyer)

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