Common use of Scope of Engagement Clause in Contracts

Scope of Engagement. a. Client hereby appoints Adviser as an investment adviser to perform the services hereinafter described, and Adviser accepts such appointment. Adviser shall be responsible for the investment and reinvestment of those assets of Client designated by Client to be subject to Adviser’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 7 contracts

Samples: Discretionary Portfolio Management Agreement, Investment Management Agreement, Discretionary Investment Management Agreement

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Scope of Engagement. a. (a) The Client hereby appoints the Adviser as an investment adviser Investment Adviser to perform the services hereinafter described, and the Adviser accepts such appointment. The Adviser shall be responsible for the investment and reinvestment of those assets of the Client designated by the Client to be subject to the Adviser’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 3 contracts

Samples: Investment Advisory Agreement, Regular Discretionary Investment Advisory Agreement, Investment Advisory Agreement

Scope of Engagement. a. Client hereby appoints Adviser Advisor as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser Advisor accepts such appointment. Adviser Advisor shall be responsible for the investment and reinvestment of those assets of Client designated by Client to be subject to AdviserAdvisor’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 3 contracts

Samples: Investment Advisory Agreement, application.choicetrade.com, Agreement

Scope of Engagement. a. Client hereby appoints Adviser as an investment adviser Investment Adviser to perform the services hereinafter described, and Adviser accepts such appointment. Adviser shall be responsible for the investment and reinvestment of those assets of Client designated by Client to be subject to Adviser’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 2 contracts

Samples: Discretionary Asset Management Agreement, Discretionary Asset Management Agreement

Scope of Engagement. a. (a) The Client hereby appoints Adviser the Advisor as an investment adviser Investment Adviser to perform the services hereinafter described, and Adviser the Advisor accepts such appointment. Adviser The Advisor shall be responsible for the investment and reinvestment of those assets of Client designated by the Client to be subject to Adviserthe Advisor’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 2 contracts

Samples: Investment Advisory Agreement, Investment Advisory Agreement

Scope of Engagement. a. a) The Client hereby appoints Adviser Xxxxxx Advisors as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser accepts such appointmenton a non-discretionary basis. Adviser Xxxxxx Advisors shall be responsible for the review of the Client’s present financial situation and shall provide Client with advice in respect thereof, including advice in respect of the investment and reinvestment of those assets of the Client designated by the Client to be subject to Adviser’s Xxxxxx Advisors’ management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);.

Appears in 2 contracts

Samples: Choice Sma Program, Choice Sma Program

Scope of Engagement. a. 1.1. Client hereby appoints Adviser Advisor as an investment adviser Investment Adviser to perform the services hereinafter described, and Adviser Advisor accepts such appointment. Adviser Advisor shall be responsible for the investment and reinvestment of those assets of Client designated in Exhibits A and B by Client to be subject to AdviserAdvisor’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 1 contract

Samples: Investment Advisory Agreement

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Scope of Engagement. a. (a) The Client hereby appoints Adviser the Advisor as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser accepts such appointmenton a non-discretionary basis. Adviser The Advisor shall be responsible for the review of the Client’s present financial situation and shall provide Client with advice in respect thereof, including advice in respect of the investment and reinvestment of those assets of the Client designated by the Client to be subject to Adviserthe Advisor’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);.

Appears in 1 contract

Samples: Choice Sma Program

Scope of Engagement. a. Client hereby a) The Client(s) herby appoints Adviser the Advisor as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser the Advisor accepts such appointment. Adviser The Advisor shall be responsible for the investment and reinvestment of those assets of the Client designated by Client the Client(s) to be subject to Adviserthe Advisor’s management as set forth in Exhibit A (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);) in accordance with your investment needs, goals and objectives.

Appears in 1 contract

Samples: Discretionary Investment Management Agreement

Scope of Engagement. a. a) The Client hereby appoints Adviser Xxxxxx Advisors as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser accepts such appointmenton a discretionary basis. Adviser Xxxxxx Advisors shall be responsible for the review of the Client’s present financial situation and shall provide Client with advice in respect thereof, including advice in respect of the investment and reinvestment of those assets of the Client designated by the Client to be subject to Adviser’s Xxxxxx Advisors’ management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);.

Appears in 1 contract

Samples: Choice Fund Program

Scope of Engagement. a. (a) Client hereby appoints Adviser Advisor as an investment adviser Investment Advisor to perform the services hereinafter described, and Adviser Advisor accepts such appointment. Adviser Advisor shall be responsible for the investment and reinvestment of those assets of Client designated by Client to be subject to AdviserAdvisor’s management (which assets, together with all additions, substitutions and/or alterations thereto are hereinafter referred to as the “Assets” or “Account”);

Appears in 1 contract

Samples: Investment Advisory Agreement

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