Selection and Appointment of Investment Manager Sample Clauses

Selection and Appointment of Investment Manager. You may transfer an existing strategist portfolio account from another firm to Ameriprise if the Strategist is available on the Envestnet platform. By completing and signing the Application and SIS, you understand that based on information provided within the Application and SIS, the Strategist will independently determine, in its sole discretion, whether to accept or reject the Account(s) with respect to the Access Account Program. By signing the Application you appoint and authorize Envestnet and Strategist as Investment Manager and hereby grant Envestnet full discretionary authority to invest, reinvest and otherwise manage the Access Account(s), and to delegate such investment discretion to such Strategist. Such discretionary authority allows Envestnet to make investment decisions with respect to your Access Account(s) and, when it deems appropriate and without prior consultation with you, to buy, sell, exchange, convert and otherwise trade in any stocks, bonds, and other eligible securities. You acknowledge and agree that Envestnet has no authority to manage any of your assets that are not assets of your Access Account. Client-directed trading is not permitted in your Account. You grant Sponsor trading discretion to implement securities transactions in your Account(s) as instructed by Envestnet. You understand and agree that the Strategist shall be retained by Envestnet pursuant to agreements entered between the Strategist and Envestnet. You authorize Envestnet to enter into Strategist management agreements with the Strategist for portfolio management services in connection with the management of the Accounts on terms and manner that Envestnet deems appropriate. For certain Strategist, Envestnet has entered into a licensing agreement with the Strategist, whereby Envestnet performs administrative and/or trading duties pursuant to the direction of the Strategist. In such situation the Strategist acts in the role of a model provider.
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Selection and Appointment of Investment Manager. You may transfer an existing strategist portfolio account from another firm to Ameriprise Financial if the Strategist is available on the Envestnet platform. By working with your advisor to complete the SIS, you understand that based on information you provide your financial advisor at Account opening and in SIS, the Strategist will independently determine, in its sole discretion, whether to accept or reject the Access Account(s) with respect to the Access Account Program. By signing the Relationship Application and providing further direction for your financial advisor to open an Access Account, you appoint Envestnet and Strategist as Investment Manager and hereby grant Envestnet full discretionary authority to invest, reinvest and otherwise manage the Access Account(s), and to delegate such investment discretion to such Strategist. Such discretionary authority allows Envestnet to make investment decisions with respect to your Access Account(s) and, when it deems appropriate and without prior consultation with you, to buy, sell, exchange, convert and otherwise trade in any stocks, bonds, and other eligible securities. The discretionary services for the Access Account Program described in this Agreement will be provided solely by Envestnet. Envestnet will not be a subadviser to Sponsor, and neither Sponsor nor your financial advisor will be involved in, or will be responsible or liable for, investment decisions made by Envestnet and/or the Strategist. You acknowledge and agree that pursuant to this Program Envestnet has no authority to manage any of your assets that are not assets of your Access Account. Client- directed trading is not permitted in your Access Account. You grant Sponsor trading discretion to implement securities transactions in your Account(s) as instructed by Envestnet. You understand and agree that the Strategist shall be retained by Envestnet pursuant to agreements entered between the Strategist and Envestnet. You authorize Envestnet to enter into Strategist management agreements with the Strategist for portfolio management services in connection with the management of the Access Accounts on terms and manner that Envestnet deems appropriate. For certain Strategists, Envestnet has entered into a licensing agreement with the Strategist, whereby Envestnet performs administrative and/or trading duties pursuant to the direction of the Strategist. In such situations the Strategist acts in the role of a model provider.
Sample 1

Related to Selection and Appointment of Investment Manager

  • Hiring and Appointments Section 4.1 as specifically established in Subsections 4.2(A), (E) and (F) applies to part-time hourly appointees.

  • Non-Promotive Appointment 254. An employee or officer who is a permanent appointee following completion of the probationary period or 2,080 hours of permanent service, and who accepts a non-promotive appointment in a classification having the same salary grade, or a lower salary grade, the appointee shall enter the new position at that salary step which is the same as that received in the prior appointment, or if the salary steps do not match, then the salary step which is immediately in excess of that received in the prior appointment, provided that such salary shall not exceed the maximum of the salary grade. Further increments shall be based upon the seniority increment anniversary date in the prior appointment.

  • Appointment of Representatives 6.01 The Employer acknowledges the right of the Union to appoint employees as Representatives of the Union.

  • Appointment of Representative (a) Selection Upon the occurrence of an Event of Default, a single representative shall be appointed to represent all of the Holders (the “Representative”). The Representative (i) may, but need not, be a Holder; (ii) shall not be affiliated with or related to the Company; and (iii) shall be selected by the Holders as follows:

  • Initial Appointment Upon initial appointment, a bargaining unit employee shall be issued a letter of offer, signed by the xxxx/director, citing specific terms and conditions of employment and his or her initial assignment of responsibilities. The University may enclose informational addenda, except that such addenda may not abridge the employee's rights or benefits provided in the BOT-UFF Agreement or BOT- UFF Policies. All academic year appointments for employees at a University shall begin on the same date. Two weeks prior to the beginning of classes each semester, the University shall send to the UFF Chapter a list of bargaining unit employees hired since the beginning of the previous semester, showing name; rank or title; department, college, program or employment unit; salary; and principal place of employment (campus). The initial letter of offer shall contain the following elements:

  • Initial Appointments The Company appoints the Trustee as the initial Paying Agent, the initial Registrar and the initial Conversion Agent.

  • Appointment of Manager Owner hereby engages and retains Manager as the manager and as tenant coordinating agent of the Properties, and Manager hereby accepts such appointment on the terms and conditions hereinafter set forth; it being understood that this Management Agreement shall cause Manager to be, at law, Owner’s agent upon the terms contained herein.

  • Regular Appointment The authorized appointment of an individual to a position covered by Civil Service.

  • Committee Appointments Members of the transfer screening committee and transfer interview committee shall be taken from the general hiring committee. The hiring committee will determine the appointments to the transfer screening and interview committees under conditions in Sections 5.3.2.1 and 5.3.2.2.

  • Medical Appointments Medical appointments may be charged to sick leave, provided the minimum time charged is not less than one-half (1/2) hour. Each absence shall be reported separately and authorized in advance by the employee's immediate supervisor.

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