Investment Overview definition
Examples of Investment Overview in a sentence
Holdings has reviewed the Investment Overview and is aware of the risks disclosed therein.
Pe Investor’s attention is also drawn to the Manager’s co-investment policy set out in the Investment Overview.
Pe Investor is reminded that investing in Private Trading Companies carries significant risk and should refer to the risk warnings set out in the Investment Overview before making any investment.
Pe Investor should consider the suitability of the Service for him/her carefully and note the risk warnings set out in the Investment Overview and Clause 20.
General information on the tax arrangements applicable to the type of policy Information on the tax implications applicable to the Life Protection is set out in the Investment Overview.
Investment Strategy the investment objectives and strategy of the Service as described in Part E of the Investor Agreement and elsewhere in the Investment Overview.
Portfolio the Investor’s portfolio of assets (including, without limitation, uninvested cash), under management in accordance with the Service as described in the Investment Overview and subject to the Investor Agreement and the Custodian Agreement.
Investment Overview the investment details published by the Manager in relation to the Service.
Pe applicable fees, charges and costs shall be as set out in the Investment Overview unless otherwise agreed in writing.
Pe Investor is responsible for paying the fees set out in the “Fees and expenses summary” and “Fees and expenses explained” sections of the Investment Overview.