Examples of Financial Services in a sentence
The Company transfers the Grantee’s personal data to UBS Financial Services, which assists with the implementation, administration and management of the Plan (the “Third-Party Administrator”).
Any leases that are in excess of $35,000 in annual total value will require Department of Financial Services approval (state agencies only) prior to execution of a new lease agreement, as per Chapter 287.063(2)(a), Florida Statutes.
Your continued enrollment in existing Active Portfolios Account(s) shall constitute your acknowledgement and authorization for Ameriprise Financial Services to apply the changes summarized above to such Accounts.
In this case, you agree that Ameriprise Financial Services will deliver prospectuses for the investments held in your Active Portfolios Account(s) directly to you in accordance with your document delivery preference.
If a withdrawal or decrease in value causes your Advisory Fee to be below the level of advisory assets required for that minimum fee rate, Ameriprise Financial Services will notify you that it will increase the Advisory Fee to the appropriate minimum fee rate for your new level of assets (a “Passive Advisory Fee Change”) unless you take action as set forth in the notification within any applicable grace period.