Portfolio Management Service definition

Portfolio Management Service means the Discretionary Portfolio Management Services and/or Non- Discretionary Portfolio Management Services and/or Advisory Services, as the context may require.
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Portfolio Management Service means the management, on a discretionary and tailored basis, of crypto- asset portfolios in accordance with mandates from clients;
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Portfolio Management Service managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;
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Examples of Portfolio Management Service in a sentence

  • Private Investors wishing to receive the Portfolio Management Service of the Company must enter into a separate Portfolio Management Agreement, which will be additional and complementary to this Agreement and which can be found on the Site.

  • Where The Company provides Portfolio Management Service to Clients, is not allowed to accept and retain fees, commissions or any monetary or non-monetary benefits paid or provided by any third party or a person acting on behalf of a third party in relation to the provision of such service to Clients.

  • H5.1 The Investment Guidelines shall be drawn up for the Client’s Portfolio Management Account in accordance with the accepted Portfolio Strategy(ies), and shall set out whether the Portfolio Management Service is to be provided on a discretionary basis or otherwise.

  • Clients wishing to receive the Portfolio Management Service of the Company must enter into a separate Portfolio Management Agreement, which will be additional and complementary to this Agreement.

  • I confirm that I have read, understood and agreed to the terms and conditions of the After-Sale Client Services Agreement and Asset Portfolio Management Service Appointment (if applicable).

  • From the moment the client ceases to receive the Portfolio Management Service, the Client will take his own decisions regarding his Orders, opening or closing or modifying his positions and the Company will execute such Client Orders according to the instructions of the Client.

  • The Multi Asset Portfolio Service is a Portfolio Management Service under which we invest in in- house funds and provided by us in accordance with the terms of this Agreement.

  • IWe have received the Disclosure Document provided by the Portfolio Manager at least two days prior to entering into Portfolio Management Service Agreement.

  • Client agrees to direct Custodian to automatically pay the Advisor an Advisory Fee for its Investment Portfolio Management Service.

  • We are able to offer a split service, where a proportion of funds invested benefit from our full Portfolio Management Service and the rest are managed by you under our PMS Lite arrangement.


More Definitions of Portfolio Management Service

Portfolio Management Service. (or the ‘Service’) means the investment service of Portfolio Management on a discretionary basis as defined in Law 87(I)/2017 and included in the First Appendix of the Law 87(I)/2017, provided or to be provided by Argus to the Client as per clause 2.1 below.
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