Examples of Discretionary Investment Management Service in a sentence
We may also recommend that some or all of your investments and/or pensions are managed by a Discretionary Investment Management Service (DIMS).
In New Zealand, the IDPS needs to be licensed as a Discretionary Investment Management Service provider.
Where we provide you with our Discretionary Investment Management Service and you die, we will, where Regulatory Requirements allow, operate a “care and maintenance” service through which we will continue to provide custody in respect of your Assets but will cease to actively manage them in accordance with the investment mandate.
Discretionary Investment Management Services FeeThe fees for your Discretionary Investment Management Service (“DIMS”) Account vary depending on the size of your Discretionary Portfolio and will be detailed in the agreed Investment Mandate.
Discretionary Investment Management Service clients will normally receive periodic statements every three months.