Investor Profile definition

Investor Profile means the document completed by the Client for the purpose of enabling the IMA Operator to assess and consider the Client's investment objectives, financial situation, needs and other relevant personal circumstances.
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Investor Profile means the document completed by the Client for the purpose of enabling the MDA Operator to assess and consider the Client's investment objectives, financial situation, needs and other relevant personal circumstances.
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Investor Profile means a Client allocated investor profile which is derived following the review by the Bank of the information that is collected from the Client, via the completion by the Client of the Bank’s relevant questionnaires (as these are updated from time to time) and by applying a set of rules and scoring process (including for Clients Appropriateness and Suitability), as described under the MiFID Information Package (Part 1 of 2: General Information Package).
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Examples of Investor Profile in a sentence

  • Complete and return the Investor Profile and, if applicable, Wire Transfer Authorization attached to this letter.

  • If the subscription is accepted by the Trust, the Investor agrees to wire immediately available funds in the amounts indicated on the Investor Profile Form to the appropriate account(s) established for the Portfolios indicated under Wiring Instructions.

  • Such Subscriber shall have executed and delivered to the Company the Omnibus Signature Page, the Investor Profile, Anti-Money Laundering Form and Accredited Investor Certification.

  • Investor authorizes Program Provider, subject to the terms and conditions of this Agreement, to manage the Investor Assets according to the Investment Policy Statement corresponding with the portfolio selection confirmed on the Investor Profile.

  • The Client represents that all financial and other information that it furnishes to EFI, including information contained in the Client’s Investor Profile, is true, complete and correct in all respects and may be relied upon by EFI and IAR for the purposes of providing the services described in this Agreement.

  • The Accredited Investor Certification and Investor Profile are included in the Investor Instructions booklet provided to Investors separately.

  • It is the Investor’s affirmative obligation to notify the Company in writing if the Investor’s e-mail address(es) listed in the Investor Profile Form change(s).

  • On or before the Closing Date, the Subscriber shall review, complete and execute the Signature Page to this Agreement, the Anti-Money Laundering Investor Form (with attachments), the Investor Profile and the Investor Certification, attached hereto as Appendix A (collectively, the “Transaction Documents”), and deliver the Transaction Documents to the Escrow Agent.

  • Investor acknowledges that Investor Assets will be managed within the Program according to the portfolio model confirmed on the Investor Profile.

  • An Investor Profile must be completed prior to the acceptance of this Agreement by EFI.


More Definitions of Investor Profile

Investor Profile means a profile created for the Investor on the Platform, permitting the Investor to configure his user parameters, consult his portfolio of Notes, the balance of his Cash Balance, and to request new investments.
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