Other Custodian definition
Examples of Other Custodian in a sentence
In order to implement a more appropriate investment strategy than that available at Fidelity, ▇▇▇▇▇▇, ▇▇ Ameritrade or Other Custodian, from time to time the Adviser recommends, and obtains consent from the client, to transfer the account(s) to Folio as Custodian.
In the event that the Client previously executed an investment advisory agreement with the Adviser and transfers assets to Folio from Fidelity, ▇▇▇▇▇▇, ▇▇ Ameritrade or Other Custodian, then the Client hereby accepts and acknowledges the foregoing disclosure and agrees to the fees as set forth in this Agreement.
Certain clients who previously executed an investment advisory agreement with the Adviser and whose account(s) were custodied at Fidelity, ▇▇▇▇▇▇, ▇▇ Ameritrade or Other Custodian, subscribed to a particular fee schedule for the Adviser’s services.
Upon demand of the Depositary any Custodian shall deliver such of the Deposited Securities held by it as are requested of it to any Other Custodian or such substitute or additional custodian or custodians.
The Client hereby acknowledges that the Adviser generally selects Sub-Advisers to provide Non-Discretionary Sub-Advisory Services for accounts at Fidelity, Folio, ▇▇▇▇▇▇, ▇▇ Ameritrade, or Other Custodian, and that the Adviser may temporarily suspend, reinstate, or permanently terminate the use of Non-Discretionary Sub-Advisory Services in its sole discretion and without notice to the Client.