Wealth Advisor definition

Wealth Advisor means an advisor or advisor team that expands the existing business of the Borrower and its Subsidiaries or enables the Borrower and its Subsidiaries to offer new services.
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Examples of Wealth Advisor in a sentence

  • You acknowledge that you have reviewed the Prospectus and Statement of Additional Information for the Fund regarding anticipated tax reporting time frames, and have contacted your Private Wealth Advisor with any questions prior to investing.

  • You may terminate any of the Investment Management options covered by this agreement by contacting your Wealth Advisor of ▇▇▇▇▇▇▇ management.

  • Where there is a need to convert from the currency of the Repo contract to another currency, ensure that you consult your Wealth Advisor before taking an action.

  • This agreement should be read carefully and any clarification required should be directed to your Wealth Advisor before execution.

  • Any tax information provided by AIA or Wealth Advisor is not a substitute for the advice of a qualified tax professional.

  • Wealth Advisor constructs a financial plan (“Investment Proposal”) using asset allocation modeling and a variety of investment strategies to address Client’s financial needs and goals, which may include retirement, education, and consideration of tax and estate planning strategies.

  • The Client acknowledges that the Suitability Information provided to Redhawk Wealth Advisor is complete, accurate, and is specified in the Cash Balance Plan Document.

  • Client agrees to consult with Wealth Advisor at least once per year for the purpose of ensuring that Client’s Profile Information is current and accurate.

Related to Wealth Advisor

  • Sub-Advisor shall include the Sub-Advisor and/or any of its affiliates and the directors, officers and employees of the Sub-Advisor and/or any of its affiliates.

  • Expert Advisor means a mechanical online trading system designed to automate trading activities on an electronic trading platform such as the Company’s Trading Platform. It can be programmed to alert the Client of a trading opportunity and can also trade his Trading Account automatically managing all aspects of trading operations from sending orders directly to the Trading Platform to automatically adjusting stop loss, Trailing Stops and take profit levels.

  • Sub-Adviser means an adviser to

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • Legal Advisor means the officer responsible for providing legal advice to the Standards Committee. This may be the Monitoring Officer, another legally qualified officer of the authority, or someone appointed for this purpose from outside the authority.