Investment Management Services definition

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 Management Services means any services which involve (a) the management of an investment account or fund (or portions thereof or a group of investment accounts or funds), or (b) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds), and activities related or incidental thereto.
Investment Management Services means any services which involve (a) the ------------------------------ management, for a fee or other remuneration, of an investment account or fund (or portions thereof or a group of investment accounts or funds), or (b) the giving of advice, for a fee or other remuneration, with respect to the investment of specific assets or funds (or any specific group of assets or funds). Notwithstanding the foregoing, it is intended that Investment Management Services shall not include the giving of general investment advice that is not related to an identifiable investment account or fund (or group of investment accounts or funds) for which the advisor receives no remuneration.

Examples of Investment Management Services in a sentence

  • Effective January 1, 2012, UBC and UBC IMANT entered into an Investment Management Services Agreement under which UBC IMANT agreed to provide investment management services to UBC (the “"Original Agreement”").

  • You hereby appoint us to render Investment Management Services to you in accordance with our Agreement and to act as your agent for this purpose.

  • Gains - Investment Management Services - This and losses arising from the change in the fair value of includes investment and pension funds managementthese securities are recognised as changes in the managementCumulative Re-measurement from AFS assets.


More Definitions of Investment Management Services

Investment Management Services means any services (including sub-advisory services) that involve (a) the management of an investment account or fund (or portions thereof), or a group of investment accounts or funds, of any Person for compensation or (b) the rendering of advice with respect to the investment and reinvestment of assets or funds (or any group of assets or funds) of any Person for compensation (but excluding the rendering of such advice to any subsequent employer of Employee that is not in the business of managing investment accounts or funds or rendering advice to or for the benefit of third parties with respect to investment or reinvestment of assets or funds, where such advice is rendered solely for such employer’s own proprietary use and the only compensation received by Employee is in the form of salary, wages or bonus paid by such employer), and, in the case of both (a) and (b), performing activities related or incidental thereto.
Investment Management Services means any services that involve (a) the management of a Company Account (or portions thereof or a group of investment accounts or Company Funds) for compensation, (b) the giving of advice with respect to the investment and/or reinvestment of assets or Company Funds (or any group of assets or Company Funds) for compensation or (c) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act or analogous foreign Law, and performing activities related or incidental thereto.
Investment Management Services means investment management or investment advisory services, including sub-advisory services, administrative services, underwriting, distribution or marketing services or any other services related to the provision of investment management or investment advisory services including any similar services deemed to be “investment advice” pursuant to the Advisers Act.
Investment Management Services means investment research,
Investment Management Services means advising with respect to and/or supervising the purchase or sale ofsecurities” or other investments for a “client” by a “registered investment adviser” or “associated personpursuant to an “investment management contract”.
Investment Management Services means the investment management services in relation to the Reserves which are provided by the Investment Manager to the Transferor pursuant to the Discretionary Management Agreement;