Investment Process definition

Investment Process means a service provided by Pangea to any Client, the sole purpose of which is to create a suggested investment profile pursuant to the information provided by the Client in the digital investment questionnaire accessible through the website ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.
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Investment Process shall have the meaning ascribed to it in Clause 3.3.
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Investment Process means the investment process defined by the Board of
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Examples of Investment Process in a sentence

  • Prior to any Client utilizing the Investment Process, Advisor will require the Client to provide the Advisor with a digitally or manually signed and dated acknowledgement of receipt of Part 2 of Pangea's Form ADV and the aforementioned digital or written Disclosure Statement.

  • Except as required for the performance of this Agreement, the Parties shall not disclose or use any confidential information received or acquired from the other, including, but not limited to, marketing plans and methods, financial information, investment profiles (including the Investment Process), customer lists, cost information, product pricing, product designs, business or manufacturing processes, inventions, trade secrets and know how.

  • The Advisor will offer Pangea’s Investment Process to prospective investors that the Advisor reasonably believes would be interested in and benefit from investing through Pangea’s Investment Process (hereinafter, the “Client”).

  • In no event shall Pangea, through its Investment Process, be obligated to accept and provide services to any Client as an investor.

  • This set of protocols is intended as a general framework for the Investment Process which may be amended from time to time by the General Partner with the consent of DFC as described further below.

  • Actions that are detrimental to the Community fundraising efforts will be reflected in the Investment Process.

  • To cooperate with all United Way policies and guidelines including, but not limited to, the Community Investment Process, Co- Marketing Policies, Self-Support Policies, Financial Statement Policy, and Patriot Act Compliance.

  • The USG Designee will work alongside the Partnership’s investment team (the “Investment Team”) at various stages in the Investment Process.

  • This Agreement governs Community Partners receiving funding through UWECA’s Community Investment Process and/or designations received through UWECA’s annual fundraising campaign.

  • Funded Partners are not to do any fund raising push during the United Way Focus Period and actions that are detrimental to the community fundraising efforts will be reflected in the Investment Process.