Financial Counseling Services Sample Clauses

Financial Counseling Services. The Executive shall be entitled to receive reimbursement of up to $6,000 per calendar year for financial counseling services from a qualified financial counselor, including the preparation of personal income tax returns, plus a tax adjustment payment equal to the amount, calculated in accordance with the Company’s practice for senior executives, to cover the Income Taxes estimated to be incurred by the Executive by reason of any imputed income for financial counseling services and the tax adjustment payment provided for in this Section 4(g). Reimbursement for such financial counseling services shall be made to the Executive upon presentation of appropriate invoices from the qualified financial counselor.
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Financial Counseling Services. The Executive shall be entitled to receive financial counseling services from a qualified provider of financial counseling services selected by the Company. The Company shall pay the financial counseling service provider directly. The Executive shall be responsible for any Income Tax due on imputed income for financial counseling services.
Sample 1Sample 2
Financial Counseling Services. The Company shall continue to pay for Executive’s personal financial counseling services to be provided by The Ayco Co., LP, in accordance with the Company’s policy in respect thereof through April 15, 2013.
Sample 1
Financial Counseling Services. In addition to the two (2) years of financial counseling services to which Xxxxxx will be entitled upon his execution and nonrevocation of this Agreement and as described in the Summary Plan Description, the Bank shall provide Xxxxxx with an additional one (1) year of such services. In all other respects, Xxxxxx'x eligibility for and receipt of financial counseling services shall be as provided for in the Summary Plan Description. Xxxxxx'x entitlement to the payments and benefits described in this Paragraph 6 shall not be affected in the event of his death prior to July 1, 2004.
Sample 1
Financial Counseling Services. Xxxxxxxx, Xxxxxx & Xxxxxxxx will continue to provide counseling services, to be paid for by Tektronix, through December 31, 2000.
Sample 1
Financial Counseling Services. The Executive shall be entitled to receive financial counseling services from a qualified provider of financial counseling services selected by the Company. Alternatively, the Company shall pay the Executive the amount of $18,000 per year for such financial counseling services. The Executive shall be responsible for any Income Tax due on the amounts paid or the imputed income for financial counseling services under this Section 4(e).
Sample 1
Financial Counseling Services. You will receive executive financial counseling services similar to, and subject to the same terms and conditions as, such services, if any, provided by Kodak to similarly situated employees at the time of your termination of employment; provided, however, that such services will end on the earlier of (a) the date provided in any applicable governing documents with respect to these services, or (b) March 15 of the year immediately following the year in which you terminate employment.
Sample 1
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Financial Counseling Services. (1) Developing and administering In- dividual Retirement Accounts (IRA), Xxxxx, deferred compensation, and other personnel benefit plans;
Sample 1

Related to Financial Counseling Services

  • Financial Counseling For a one-year period after termination of employment, the Corporation shall provide the Employee with professional financial counseling services comparable in scope and value to the financial counseling services made available to the Employee immediately prior to the Change in Control.

  • Financial Planning Services The Executive shall receive financial planning services, on an in-kind basis, for a period of eighteen (18) months following the Date of Termination. Such financial planning services shall include expert financial and legal resources to assist the Executive with financial planning needs and shall be limited to (i) current investment portfolio management, (ii) tax planning, (iii) tax return preparation, and (iv) estate planning advice and document preparation (including xxxxx and trusts); provided, however, that the Company shall provide such financial planning services during any taxable year of the Executive only to the extent the cost to the Company for such taxable year does not exceed $25,000. The Company shall provide such financial planning services through a financial planner selected by the Company, and shall pay the fees for such financial planning services. The financial planning services provided during any taxable year of the Executive shall not affect the financial planning services provided in any other taxable year of the Executive. The Executive’s right to financial planning services shall not be subject to liquidation or exchange for any other benefit. Such financial planning services shall be provided in a manner that complies with Treasury Regulation Section 1.409A-3(i)(1)(iv).

  • Accounting Services The Manager will provide all accounting services customarily required by investment companies, in accordance with the requirements of applicable laws, rules and regulations and with the policies and practices of each Series as communicated to the Manager from time to time, including, but not limited to, the following:

  • Advisory Services The Advisor shall act as investment advisor for the Funds and shall, in such capacity, supervise all aspects of the Funds' operations, including the investment and reinvestment of cash, securities or other properties comprising the Funds' assets, subject at all times to the policies and control of the Board of Trustees. The Advisor shall give the Trust and the Funds the benefit of its best judgment, efforts and facilities in rendering its services as investment advisor.

  • Management and Administrative Services The Investment Adviser shall perform, or arrange for its affiliates to perform, the management and administrative services necessary for the operation of the Fund, including administering shareholder accounts and handling shareholder relations. The Investment Adviser shall provide the Fund with office space, facilities, equipment and necessary personnel and such other services as the Investment Adviser, subject to review by the Board of Directors, from time to time shall determine to be necessary or useful to perform its obligations under this Agreement. The Investment Adviser, also on behalf of the Fund, shall conduct relations with custodians, depositories, transfer agents, pricing agents, dividend disbursing agents, other shareholder servicing agents, accountants, attorneys, underwriters, brokers and dealers, corporate fiduciaries, insurers, banks and such other persons in any such other capacity deemed to be necessary or desirable. The Investment Adviser generally shall monitor the Fund's compliance with investment policies and restrictions as set forth in filings made by the Fund under the federal securities laws. The Investment Adviser shall make reports to the Board of Directors of its performance of obligations hereunder and furnish advice and recommendations with respect to such other aspects of the business and affairs of the Fund as it shall determine to be desirable.

  • Portfolio Accounting Services (1) Maintain portfolio records on a trade date+1 basis using security trade information communicated from the Fund’s investment adviser.

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