Examples of Investment Guidelines in a sentence
Client understands that purchases and sales of securities will take place which Client will only learn of after the fact, although all trades shall conform to the Investment Guidelines, if any, attached as Exhibit B.
If such Investment Guidelines have been agreed to by Client and BCM, they are attached to this Agreement as Exhibit "B" and the Portfolio shall be managed according to such Investment Guidelines.
BCM shall meet with Client regularly to discuss the progress of Client's Portfolio in detail and to determine if there are changes required in any Investment Guidelines that may exist.
If Client wishes to have the Portfolio managed according to specific guidelines ("Investment Guidelines"), then Client shall submit proposed Investment Guidelines to BCM for its review and approval.
EXHIBIT B Investment Guidelines Administrative Regulation 3211 INVESTMENTS Responsible Office: Office of Business & Financial Services PURPOSE This administrative regulation shall establish the guidelines for the prudent investment of public funds of the Washoe County School District (District).