Monex definition
Examples of Monex in a sentence
Monex acts as adviser to other clients and may give advice, and take action, with respect to any of those clients, which may differ from the advice given, or the timing or nature of action taken, with respect to the Account.
Client agrees that Monex may utilize other sub-managers, and investment advice provided by Monex and or those sub-managers with respect to any of its other clients may differ from advice given or the timing or nature of action taken with respect to the Client.
The tiered investment advisory fees charged for advisory services, and percentage that Adviser shares in such advisory fees with Monex, are set out on Exhibit A, Compensation.
Monex may rely upon any notice from any person it reasonably believes is authorized to act on behalf of the client.
By execution of this Agreement, Monex will provide you (a) an introduction and access to the on-line advisory services of Adviser and (b) with information and material about the on-line advisory program of Adviser.
Unless otherwise specified herein, all notices, instructions, and advice with respect to any matters contemplated by this Agreement shall be deemed duly given when electronically received by Monex at the electronic mail address of record, or when electronically delivered to Client (or delivered by hand) at the electronic mail address of record.
Notwithstanding the above, Monex has no discretion regarding your portfolio assets that are under management by Adviser, and will not provide ongoing investment advisory management services to you regarding the specific portfolio assets in the Account.
It is understood that Monex performs investment advisory services for itself, its officers, directors and shareholders as well as various other clients.
The compensation payable to Monex and Adviser, for the term of your advisory relationship with Adviser, is based upon a percent of your portfolio assets under management.
You certify that the information provided in this application is true and correct and you will notify Monex within thirty days of any significant changes.