Services of the Advisor. (a) The Advisor agrees to perform scientific advisory services for the Corporation as a member of its Scientific Advisory Board and shall provide consultant services, devoting such time, attention, knowledge and skill as reasonably requested by the Corporation's Board of Directors or their designee, and as the interests, needs, business or opportunities of the Corporation shall require, at such time and place as the Corporation's Board of Directors or their designee shall reasonably request (the "Services"), for a period of three (3) years, unless earlier terminated in accordance with Section 3 (the "Services Period"). The Services Period may be extended for additional one (1) year periods upon the written agreement of the parties hereto.
Services of the Advisor. Advisor shall provide the following services to the Client on an ongoing basis: Assist in articulating your goals, objectives and values. Prepare an annual Net Worth Statement. Prepare a Statement of Cash Flow. Assist in the transfer of investment accounts currently custodied at to TD Waterhouse a custodial firm. Develop an Investment Policy Statement in concert with your goals. Implement investment recommendations as outlined in the Investment Policy Statement. Place trades in your accounts as discussed and approved or requested by you. Provide portfolio management services. Provide recommendations for annual contributions to IRAs and other retirement plans. Prepare education cost analysis and provide savings vehicle recommendations. Review your personal and trust tax returns and provide tax planning advice. Provide insurance advice, as needed, and assist in implementing recommendations. Provide estate planning guidance and assist in the implementation of any recommendations. Prepare cash flow and retirement projections and analysis as needed. Participate in a discussion about alternative housing options; review the financial ramifications. Provide advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need.
Services of the Advisor. Subject to any limitations imposed by applicable law or regulation, the Advisor shall render or cause to be rendered operational, management, consulting, accounting and financial services to the Company and the other members of the Nation Group as requested from time to time by the Board of Directors of the Company (the “Board”) and agreed to by the Advisor, which services may include advice and assistance concerning any and all aspects of the operations, planning and financing of the Company and the other members of the Nation Group and conducting relations on behalf of the Company or the other members of the Nation Group with accountants, attorneys, financial advisors and other professionals. The Advisor shall provide and devote to the performance of this Agreement such time and resources of the Advisor as the Advisor shall deem appropriate to the furnishing of the services hereunder. In addition, the Advisor shall, as requested by the Board and agreed to by the Advisor, render advice and expertise in connection with any acquisitions or dispositions undertaken by the Company or the other members of the Nation Group.
Services of the Advisor. Advisor shall provide the following services to the Client on an on-going basis: - Assist in articulating your objectives and values. - Develop an Investment Statement in concert with your objective. - Investment recommendations on the fee based model. - Review the investment Plan with assessment of investment objective. - Provide estate planning guidance and assist in the implementation of any recommendations. if needed - Provide insurance advice, if needed. - Advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need, if needed. Services will start after receiving all the related documents. For this clause, the advisor holds the discretionary power to execute this clause.
Services of the Advisor. Advisor shall provide the following services to the Client on an hourly basis: Assist in articulating your goals, objectives, values. Prepare a Net Worth Statement. Prepare a Statement of Cash Flow. Prepare cash flow and retirement projections and analysis as needed. Review your investments and provide recommendations. Review your personal tax returns and provide tax planning advice. Provide insurance advice, as needed. Provide estate planning guidance. Provide advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need.
Services of the Advisor
