Wealth Manager definition

Wealth Manager means a Person trained and qualified to provide advice with respect to asset allocation, the management and investment of property and the monitoring of Investment Managers for the purpose of achieving stated investment objectives.

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Wealth Manager means Skyline Wealth Management Inc., a corporation governed by the laws of the Province of Ontario that is responsible for acting as exempt market dealer on all offerings of REIT Units and providing other services to Skyline Retail REIT, as described in Item 2.2 – Our Business - Management of Skyline Retail REIT – The Wealth Manager.

Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service. The words "we", "us" and "our" refer to Commerce Bank, the bank which holds the Deposit Accounts accessed by the Service, and any agent, independent contractor or assignee Commerce Bank may, in its sole discretion, involve in the provision of the Service. “Commerce Trust Company” is a division of Commerce Bank. CheckFree Services Corporation ("CheckFree") is an independent contractor with whom Commerce Bank has contracted to implement portions of the Service. “Metevante” is an independent contractor with whom Commerce Bank has contracted to implement Wealth Manager. The words “Customer,” "you" and "your" refer to each person subscribing to the Service and each person who uses the Service with the permission of the subscriber. “Business Account Administrator” refers to the person who subscribes to the Service on behalf of the Business and who uses the Services with the express knowledge and permission of the Business. of the Service at any time if it has reasonable belief that you are no longer authorized as the Business Account Administrator. "Business Days" are Monday through Friday. Federal Reserve holidays are not included. You can use the Service on the days and during the hours specified in the Guides, except during maintenance periods.

Examples of Wealth Manager in a sentence

• This feature is not available for Business Accounts otherwise available via the Service or to Wealth Manager Customers.

• However, the applicable Commerce Trust Company documentation provided to you either at the time of your enrollment in or at any other time during your use of Wealth Manager, shall describe permissible acts within Wealth Manager and include the terms and conditions that govern your use thereof.

• However, talk to your Commerce Trust Company representative for any charges related to the Wealth Manager service.

• We will provide you with an estimate of how many hours we expect this to take and we will agree a fee based on our hourly rates, as follows: Chartered Wealth Manager/ £200 per hour There is a minimum timescale of 3 hours for this service, which results in a minimum fee of £600.

• Wealth Manager Customers and their Interested Parties may perform any act or Transaction available within the Service.

• However, the applicable Commerce Trust Company documentation provided to you either at the time of your enrollment in, or at any other time during your use of, Wealth Manager, shall describe permissible acts within Wealth Manager and include the terms and conditions that govern your use thereof.

• As used in this Exhibit, the term “Programs” includes the Redi2 Wealth Manager fee billing and revenue management product and any of the optional modules Company chooses to license.

• This document explains Redi2 Technologies’ Support Policies and Procedures for the Wealth Manager application.

• Neither Summit nor the Wealth Manager will provide investment management services with respect to positions in Accommodation Accounts.

• The Redi2 Wealth Manager Professional Services Team will consist of staff assigned by Company and Redi2.

More Definitions of Wealth Manager

Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service.

Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service. The words "we", "us" and "our" refer to Commerce Bank, the bank which holds the Deposit Accounts accessed by the Service, and any agent, independent contractor or assignee Commerce Bank may,

Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated

Wealth Manager means an individual or organization that manages assets and/or provides investment advice to such Wealth Manager’s clients. Further, “Other For-Profit Users” shall mean any individual or organizational user that is not otherwise a Qualified Nonprofit, an Independent Fundraising Consultant or a Wealth Manager, irrespective of whether the Other For-Profit User is engaged in a profitable business.