Advisory Account definition

Advisory Account means any account with respect to which the Advisor provides investment advisory services pursuant to a contract.

Advisory Account means any account for which HIMCO is the investment adviser, sub-adviser, or collateral manager and may include (but is not limited to) registered and non-registered investment companies, institutional clients (including affiliated accounts), employee benefit trusts, funds organized outside the U.S., individuals, and other types of investment advisory accounts.

Advisory Account means the advisory account opened in your name with the Bank;

Examples of Advisory Account in a sentence

• However, you acknowledge that we may modify and amend this MAA, Program Supplements, and the related terms and conditions applicable to you and your Advisory Account on thirty (30) days’ written notice to you, and that your continued use of your Account constitutes your acceptance of any such modification or amendment.

• By selecting the Xxxxxxx Investments Program, you acknowledge that each Model Portfolio consists of allocations of mutual funds selected solely from proprietary funds managed by Xxxxxxx Investments and that no other funds or investments are considered in the construct of any Model Portfolios in this Advisory Account Program.

• If you have selected a Discretionary Program, you have authorized Adviser, Subadviser and/or a Manager, as applicable, to act as your agent to buy or sell investments for your Advisory Account.

• If you select an Advisory Account Program that involves one or more Subadvisers exercising discretionary authority, you consent to such delegation of discretionary authority.

• It is important to review investment objectives, risk tolerance, tax objectives and liquidity needs before you select an Advisory Account Program, and an investment strategy or discipline.

More Definitions of Advisory Account

Advisory Account means the advisory account opened in your name with the Bank which, for the purposes of these terms and conditions, is used for transactions relating to your investment through the Bank in Units or Funds and related dealings in any Fund including without limitation to the holding, subscription,switching, transferring or redemption of Units in such Fund;

Advisory Account means any account with respect to which the Advisor provides discretionary investment advisory services pursuant to a contract including any sub-advised registered investment companies. For avoidance of doubt, clients for which the Advisor provides model portfolio recommendations on a non-discretioanry basis are not Advisory Accounts for purposes of the Code.

Advisory Account or “Account” refers to an account opened at Xxxxxxx Xxxxx under the account opening documentation, or opened under the documentation related to setting up a “delivery versus payment” account, that is advised or managed by Adviser, and any Subadvisers or Managers, if applicable, through an Advisory Account Program, inclusive of any related Securities and other Property.

Advisory Account means any managed account maintained by Mariner on behalf of a Client.

Advisory Account means a Holder that is advised by an Investment Adviser.

Advisory Account means any managed account maintained by GSC on behalf of an Advisory Client.

Advisory Account means the managed account maintained by the Adviser on behalf of an Advisory Client.