Appointment of Portfolio Manager Sample Clauses

Appointment of Portfolio Manager. The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust delivered by the Trust to the Portfolio Manager, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws.
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Appointment of Portfolio Manager. The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. The Portfolio Manager will treat the Trust as a professional client under the FCA Rules and accord the Trust the relevant protections associated with this classification. In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws. To enable the Portfolio Manager to comply with its obligations the Trust will provide the Portfolio Manager with the current Registration Statement in force from time to time.
Appointment of Portfolio Manager. 2.1 Pursuant to valid and proper authority and in accordance with Applicable Laws, the Client hereby appoints, entirely at his/her/its own risk, the Portfolio Manager to provide Services for and in respect of the Assets in accordance with the provisions of this Agreement and the Regulations.
Appointment of Portfolio Manager. 2.1 The Client does hereby entrust the Portfolio Manager and the Portfolio Manager do hereby accept the assignment to act as Client‟s “Portfolio Manager” on Discretionary basis on the terms and conditions as stated in the agreement.
Appointment of Portfolio Manager. By initialing this box, IAR will help Client identify and match a Portfolio Manager to the personal and financial data provided by the Client. The selection of the Portfolio Manager is made solely by the Client. The Portfolio Manager will invest the Account(s) on a discretionary basis. Neither the IAR nor NCS will make any recommendations or provide individualized investment advice regarding specific investments or have any authority to make investments in the Account(s). Neither the IAR nor NCS will supervise or otherwise oversee the Portfolio Manager. Client hereby authorizes the Portfolio Manager designated on the signature page to invest and reinvest, on a discretionary basis without contacting Client for prior approval, securities and/or cash that Client may from time to time deposit in the Account(s) and to act for the Client in all matters necessary or incidental to such investments. Having reviewed all applicable materials and considered the objectives, styles and risks described therein, the Client selects the Portfolio Manager designated on the signature page. Client must contact IAR if Client wishes to replace the Portfolio Manager. Account statements will be provided directly by the insurance company, Financial Institution or Mutual Funds in accordance with the terms of the agreement with the Insurance Company, Mutual Fund or Financial Institution). Neither NCS, IAR nor any of their affiliates will be the custodian of the Monitored Account(s).
Appointment of Portfolio Manager. The Client hereby appoints KRCSSPL (PMS) DIVISION as Portfolio Manager for PMS Services under below mention Portfolio Management services i.e
Appointment of Portfolio Manager a) The Trust hereby appoints the Portfolio Manager to act as manager and investment advisor to the Funds for the period and on the terms herein set forth. The Portfolio Manager accepts such appointment and agrees to render the services herein set forth, for the compensation herein provided.
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Appointment of Portfolio Manager 

Related to Appointment of Portfolio Manager

  • Duties of Portfolio Manager (a) Portfolio Manager shall provide a continuous program of investment management for that portion of the assets of the Portfolio (“Account”) that may, from time to time be allocated to it by, or under the supervision of, the Trust’s Board of Trustees, as indicated in writing by an authorized officer of the Trust. It is understood that the Account may consist of all, a portion of or none of the assets of the Portfolio, and that the Board of Trustees and/or HC Capital Solutions (a division of Xxxxxx Xxxxxxxxx & Co., LLC), the Trust’s investment adviser, has the right to allocate and reallocate such assets to the Account at any time, and from time to time, upon such notice to the Portfolio Manager as may be reasonably necessary, in the view of the Trust, to ensure orderly management of the Account or the Portfolio. The Portfolio Manager’s responsibility for providing portfolio management services to the Portfolio shall be limited to the Account.

  • Status of Portfolio Manager The Trust and Portfolio Manager acknowledge and agree that the relationship between Portfolio Manager and the Trust is that of an independent contractor and under no circumstances shall any employee of Portfolio Manager be deemed an employee of the Trust or any other organization that the Trust may, from time to time, engage to provide services to the Trust, its Portfolios or its shareholders. The parties also acknowledge and agree that nothing in this Agreement shall be construed to restrict the right of Portfolio Manager or its affiliates to perform investment management or other services to any person or entity, including without limitation, other investment companies and persons who may retain Portfolio Manager to provide investment management services and the performance of such services shall not be deemed to violate or give rise to any duty or obligations to the Trust.

  • PAYMENT OF PORTFOLIO MONIES Upon receipt of Proper Instructions, which may be continuing instructions when deemed appropriate by the parties, the Custodian shall pay out, or direct the respective Foreign Sub-Custodian or the respective Foreign Securities System to pay out, monies of a Portfolio in the following cases only:

  • LOAN PORTFOLIO MANAGEMENT (1) The Board shall, within ninety (90) days, develop, implement, and thereafter ensure Bank adherence to a written program to improve the Bank's loan portfolio management. The program shall include, but not be limited to:

  • 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.

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