Advisor Agreement definition
Examples of Advisor Agreement in a sentence
The Loan Performance Advisor shall perform its obligations under the Loan Performance Advisor Agreement.
With respect to any provision of information concerning the Offering by a selected investment advisor (the “Investment Advisor”) presently registered under the Investment Advisers Act of 1940, as amended, and presently and appropriately registered in each state in which the Investment Advisor has clients, the Company and the Investment Advisor shall enter into a Selected Investment Advisor Agreement in substantially the form attached hereto as Exhibit B.
With respect to any provision of information concerning the Offering by a selected investment advisor (the "Investment Advisor") presently registered under the Investment Advisers Act of 1940, as amended, and presently and appropriately registered in each state in which the Investment Advisor has clients, the Company and the Investment Advisor shall enter into a Selected Investment Advisor Agreement in substantially the form attached hereto as Exhibit B.
Including, but not limited to, the delivery of any and all reports by the Loan Performance Advisor to the Servicer, as required under the provisions of the Loan Performance Advisor Agreement.
Additionally, Apex will not verify the accuracy of any management fees Customer pays to Advisor pursuant to the terms of the Advisor Agreement.
If applicable under your Investment Advisor Agreement, you have appointed your Investment Advisor to manage your Brokerage Account.
For purposes of this Trust, the term “Sub-Advisor” shall mean any fiduciary designated in an Investment Advisor Agreement who shall have the power to manage, acquire, and dispose of assets under a Fund.
Customer understands all transactions in the Account will be executed by Apex only at the instruction of Advisor acting pursuant to the Advisor Agreement, and that Apex’s role is only to hold or custody Account Assets, distribute or collect funds on behalf of the Account, execute and clear trades at the instruction of Advisor, generate account statements, and provide other custodial and clearing services as may be mandated by various regulatory standards and requirements.
Customer will pay fees to Advisor for its services in accordance with the Advisor Agreement (each such payment an “Advisor Fee”).
The Investment Advisor has full power and authority to enter into each Advisor Agreement.