Canadian Investment Manager designation definition

Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by CSI Global Education Inc. and so named on the day this Instrument comes into force, and every program that preceded that program, or succeeded that program, that does not have a significantly reduced scope and content when compared to the scope and content of the first-mentioned program;
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Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by CSI Global Education Inc. and so named on the day this Instrument comes into force, and every program that preceded that program, or succeeded that program, that
Sample 1Sample 2Sample 3
Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by CSI Global Education Inc. and so named on the day this Instrument comes into
Sample 1Sample 2Sample 3

Examples of Canadian Investment Manager designation in a sentence

  • The advising representative either would have to earn a CFA Charter or the Canadian Investment Manager designation and have a minimum period of investment management experience.12 The IAA believes that other designations and professional examinations are equally relevant and should be considered for this purpose.

  • Portfolio manager – associate advising representative 4.12 An associate advising representative of a portfolio manager must not act as an adviser on behalf of the portfolio manager unless the representative (a) has completed Level 1 of the Chartered Financial Analyst Program and has 24 months of relevant investment management experience, or (b) has received the Canadian Investment Manager designation and has 24 months of relevant investment management experience.

  • For instance, registration to act on behalf of a portfolio manager requires attainment of the Chartered Financial Analyst Charter (with relevant industry experience) or the Canadian Investment Manager designation (with relevant industry experience).

  • Portfolio manager – associate advising representative: the individual has completed Level 1 of the Chartered Financial Analyst program and has gained 24 months of relevant investment management experience. Or the individual has received the Canadian Investment Manager designation and has gained 24 months of relevant investment management experience.

  • A) have the Canadian Investment Manager designation through the Canadian investment manager program administered by CSI Global Education Inc.

  • Our water bottles are oxo- biodegradable, which means their production involves an especial additive which shortens the bottle’s biodegradation, which makes more acceptable to freely dispose them in ordinary waste cans.


More Definitions of Canadian Investment Manager designation

Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by the Canadian Securities Institute and so designated by that Institute;
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Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by the CSI Global Education Inc. and so designated by that corporation;
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Canadian Investment Manager designation means the designation earned through the Canadian investment manager program prepared and administered by CSI Global Education Inc. and so named on
Sample 1
Canadian Investment Manager designation means the designation earned through Canadian investment manager program prepared and administered by the Canadian Securities Institute and so designated by that Institute; (titre de gestionnaire de placements canadien)
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Related to Canadian Investment Manager designation

  • Asset Management Company/UTI AMC/AMC/Investment Manager means the UTI Asset Management Company Limited incorporated under the Companies Act, 1956, (1 of 1956) [replaced by The Companies Act, 2013 (No.18 of 2013)] and approved as such by Securities and Exchange Board of India (SEBI) under sub-regulation (2) of Regulation 21 to act as the Investment Manager to the schemes of UTI Mutual Fund.

  • Special Purpose Investment Personnel means each SEI Access Person who, in connection with his or her regular functions (including, where appropriate, attendance at Board meetings and other meetings at which the official business of a Trust or any Fund thereof is discussed or carried on), obtains contemporaneous information regarding the purchase or sale of a Security by a Fund. Special Purpose Investment Personnel shall occupy this status only with respect to those Securities as to which he or she obtains such contemporaneous information.

  • Investment Management Agreement means the Investment Management Agreement made

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Investment Manager or “Manager” shall mean a party furnishing services to the Trust pursuant to any contract described in Section 4.8 hereof;

  • Investment Committee means the committee in charge of investment aspects of the Plan, as described in Article VII.

  • Investment adviser representative means an individual employed by or associated with an investment adviser or federal covered investment adviser and who makes any recommendations or otherwise gives investment advice regarding securities, manages accounts or portfolios of clients, determines which recommendation or advice regarding securities should be given, provides investment advice or holds herself or himself out as providing investment advice, receives compensation to solicit, offer, or negotiate for the sale of or for selling investment advice, or supervises employees who perform any of the foregoing. The term does not include an individual who:

  • Investment Adviser or "Adviser" means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • Automatic Investment Plan means a program in which regular periodic purchases (or withdrawals) are made automatically in (or from) investment accounts in accordance with a predetermined schedule and allocation. An Automatic Investment Plan includes a dividend reinvestment plan.

  • Investment Person means all Portfolio Managers of Loomis Sayles and other Advisory Persons who assist the Portfolio Managers in making and implementing investment decisions for an Investment Company or other client of Loomis Sayles, including, but not limited to, designated Research Analysts and traders of Loomis Sayles. A person is considered an Investment Person only as to those client accounts or types of client accounts as to which he or she is designated by Personal Trading Compliance or the Chief Compliance Officer as such. As to other accounts, he or she is simply an Access Person.

  • Investment Management Agreement or IMA means the Investment Management Agreement (IMA) dated December 9, 2002, executed between UTI Trustee Company Private Limited and UTI Asset Management Company Limited.