Examples of Management Accounts in a sentence
The Board shall, in respect of the Company, prepare (or procure the preparation of) Management Accounts every six months (being 31 December and 30 June) and provide these accounts to Shareholders as soon as reasonably practicable after they are approved by the Board.
Client understands and acknowledgers, to the extent consistent with the terms applicable to an Account included in a Goal Management Plan, each individual Account included in the Goal Management Plan may be managed or advised in any manner believed by Baird or Client’s Financial Advisor to be necessary or appropriate for the Goal Management Accounts, taken together, to seek to achieve the Goal Management Objective.
If Client elects to have Baird implement a plan of Goal Management (a “Goal Management Plan”) using two or more eligible Advisory Accounts (“Goal Management Accounts”), the Goal Management Accounts, taken together, will be managed or advised by Baird and Client’s Financial Advisor in such a way so as to seek to achieve a single, overall goal or investment objective (“Goal Management Objective”) chosen by Client.