RISK & INVESTMENT OBJECTIVES Sample Clauses

RISK & INVESTMENT OBJECTIVES. All investments involve a degree of risk and before you begin dealing in the stock market you should take into account your savings as well as levels of indebtedness. It is important to establish the degree of risk acceptable to you and decide on a suitable investment objective. Discretionary clients should discuss their investment objectives and attitude to risk with their Intermediary. Please refer to the Risk Warnings contained within these Terms & Conditions at Appendix 3. If you are an advisory or discretionary client, you should inform us on our agreement of any investments, type of investments or markets which you do not want to invest in. Please note, that we cannot monitor the investments made by other managers or any form of collective investment scheme and, therefore, you must inform us if any investment restrictions extend beyond direct holdings to holdings in collective investment schemes that may invest in those restricted areas. For Ethical Investors, we have a separate questionnaire which we would suggest you complete. In the absence of any restrictions set by you we may purchase any investment on any market. Should we provide you with advice under our advisory managed or advisory dealing services, we will provide you with advice based on our knowledge of your circumstances.
Sample 1
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Related to RISK & INVESTMENT OBJECTIVES

  • Investment Objectives The objectives for the School District's investment activities are:

  • Investment Objective The Trust was created to invest and hold substantially all of its assets in Gold Coins. The Trust seeks to provide a secure, convenient and exchange-traded investment alternative for investors interested in holding physical gold without the inconvenience that is typical of a direct investment in physical gold. The Trust does not anticipate making regular cash distributions to Unitholders.

  • Agreement Objectives The parties agree that the objectives of the Agreement are to facilitate:

  • Project Objectives The Program consists of the projects described in Annex I (each a “Project” and collectively, the “Projects”). The objective of each of the Projects (each a “Project Objective” and collectively, the “Project Objectives”) is to:

  • Project Objective A description of the overall purpose and expected outputs and outcomes or results of the Loan Agreement, including significant deliverables and, if appropriate, units of measure.

  • Program Objectives Implement a rigorous constructability program following The University of Texas System, Office of Facilities Planning and Construction Constructability Manual. Identify and document project cost and schedule savings (targeted costs are 5% of construction costs). Clarification of project goals, objectives.

  • PERFORMANCE OBJECTIVES 4.1 The Performance Plan (Annexure A) sets out-

  • Goals & Objectives 1. The goal of this Agreement is (INSERT GOAL(S) OF AGREEMENT).

  • INVESTMENT OBJECTIVE, POLICIES AND RESTRICTIONS The Fund will provide the Sub-Adviser with the statement of investment objective, policies and restrictions applicable to the Series as contained in the Series' Prospectus and Statement of Additional Information, all amendments or supplements to the Prospectus and Statement of Additional Information, and any instructions adopted by the Board of Trustees supplemental thereto. The Fund agrees, on an ongoing basis, to notify the Sub-Adviser in writing of each change in the fundamental and non-fundamental investment policies of the Series and will provide the Sub-Adviser with such further information concerning the investment objective, policies, restrictions and such other information applicable thereto as the Sub-Adviser may from time to time reasonably request for performance of its obligations under this Agreement. The Fund retains the right, on written notice to the Sub-Adviser or the Adviser, to modify any such objective, policies or restrictions in accordance with applicable laws, at any time.

  • Investment Objectives, Policies and Restrictions The Trust will provide Adviser with the statement of investment objectives, policies and restrictions applicable to the Fund as contained in the Trust's registration statements under the Act and the Securities Act of 1933, and any instructions adopted by the Trustees supplemental thereto. The Trust will provide Adviser with such further information concerning the investment objectives, policies and restrictions applicable thereto as Adviser may from time to time reasonably request. The Trust retains the right, on written notice to Adviser from the Trust, to modify any such objectives, policies or restrictions in any manner at any time.

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