Platform Description. The Platform is an automated web-based investment management platform consisting of various portfolios of Investments or models, in each case made available as determined by Altruist and subject to the ability of Advisor and Clients in consultation with Advisor to impose reasonable restrictions, held in an Account (“Model Portfolios” and each a “Model Portfolio”). Advisor shall attest that Advisor is granted discretionary authority by Clients. The Platform is not provided on an exclusive basis to the Advisor or its Clients, and Advisor acknowledges that Altruist provides substantially similar services to other parties and clients. The Platform shall have the features and specifications set forth below and in Appendix A (The Platform), including but not limited to the Questionnaire and Automated Investment Engine. No Model Portfolio is personalized or in any way tailored to reflect the personal financial circumstances or investment objectives of any Client. Advisor agrees that Altruist will not act as a fiduciary to any Client, investment Advisor to any Client for purposes of the Advisors Act, or a “fiduciary” or “investment manager” to any Client, as those terms are used in Section 4975 of the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and Advisor agrees that it will not make any representation to the contrary. Advisor will have sole responsibility for determining the appropriateness, diversification or suitability of the Platform and any particular model, portfolio, or Model Portfolio for each Client. Altruist gives no warranty as to the performance or profitability of the Model Portfolios or any part thereof, or any guarantee that any investment objectives will be achieved. Advisor has sole responsibility for the acceptance, rejection or implementation of Portfolios provided by Altruist. The parties acknowledge and agree that (i) only the Advisor will exercise “investment discretion” over Client accounts for purposes of Section 13(f) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”); and (ii) the Advisor will be solely responsible for filing any required reports with the SEC pursuant to Section 13(f) and the rules and regulations thereunder. Advisor acknowledges that, depending on the circumstances, including the timing and dissemination of Model Portfolios or related changes, Altruist may disseminate Model Portfolios or related changes, or execute transactions for accounts for which Altru...
Platform Description. Partner supplies SDC with the email addresses for its employees (or others, such as contractors, whom SDC deems to be eligible for participation). SDC then delivers periodic email messages (each a “Platform Communication”), at a frequency and on a date to be determined by Partner using the Platform’s customizable portal interface (the “Portal”) or otherwise communicated to Partner’s designated account manager. Each email message is delivered to all participating employees (each cumulative transmission a “Delivery”). SDC has developed a number of “appreciation messages” that can be included in the Platform Communications – one message for each Delivery. Partner may choose one of the available messages or submit its own through the Portal. Each Platform Communication within an agreed period (the “Prize Period”) will advise recipients that they are on their way toward becoming eligible to win one of several identified prizes. The Platform Communication in the last Delivery for that Prize Period will include instructions advising employees on how they can determine whether they have won a prize. The instructions will direct the employees to a website hosted by SDC but that may be cobranded with Partner (the “Prize Website”). Prizes will be awarded randomly based on SDC’s proprietary algorithm. SDC makes available one or more prize options to Partner, which Partner will select as set forth below.
Platform Description. 2.1. The Portal is an online insurance distribution platform of BPI/MS Insurance Corporation, a corporation duly organized and existing under the laws of the Philippines, with offices located at 11th, 14th, 16th and 18th floors, 6811 BPI- Philam Life Makati, Xxxxx Xxxxxx, Xxxxxxx Xxxxxxx Bel Air, 1209, Makati City Philippines, made mainly for clients, sales channels and partners of the Insurer.
Platform Description. 2.1. The BPI MS OSP is an online insurance distribution platform of BPI/MS Insurance Corporation, a corporation duly organized and existing under the laws of the Philippines, with offices located at 11th, 14th, 16th and 18th floors, 6811 BPI-Philam Life Makati, Xxxxx Xxxxxx, Xxxxxxx Xxxxxxx Xxx Xxx, 0000, Makati City Philippines, made mainly clients, sales channels and partners of the Insurer.
Platform Description. We developed a new solution, the online Dreamport Platform (“Platform”), that we are going to further improve, extend and advance. The Platform shall offer a virtual environment and ecosystem of tools and processes to cater to providing efficient application, onboarding, training, examination, and, ultimately, operational performance of Independent Travel Managers (“ITM”). Independent Travel Managers support travelers in planning their trips by providing exceptional service in: booking flights or accommodation, arranging cruises, renting cars, looking for resort stays, and managing events. ITMs provide their services based on separate independent freelance service agreements and are engaged on a ‘business-to-business’ principle as independent contractors. Nothing under this Agreement creates an employment, agency, or joint venture relationship between Dreamport and any User or ITM. A user may be treated as an ITM only in the case of due execution of a Service Agreement (as this term defined under Section 7 (Service Agreement) below) as provided further. User acknowledges and agrees that he or she, and not Dreamport, is solely responsible for (a) evaluating and determining the suitability of the ITM role and rendering freelance services; (b) assessing whether to enter into a Service Agreement; (c) deciding whether to enter into a Service Agreement as well as the contract terms, and (d) negotiating, agreeing to, and executing any terms or conditions of the contracts as ITMs and for performing and monitoring performance under them. Nothing in this Agreement is intended to or does prohibit or discourage any User from engaging in any other business activities or providing any services through any other channels they choose. Users are free at all times to engage in such other business activities and services and are encouraged to do so.
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Platform Description. The Platform is an automated web-based wrap fee investment management platform consisting of a customized portfolio of Investments, in each case, as determined by Altruist held in a single brokerage account (“Portfolios” and each a “Portfolio”). Advisor shall attest that Advisor is granted discretionary authority by Clients. The Platform is not provided on an exclusive basis to the Advisor or its Clients and Advisor acknowledges that Altruist provides substantially similar services to other parties and clients. The Platform shall have the features and specifications set forth below and in Appendix A (The Platform), including but not limited to the Questionnaire and Automated Investment Engine.
Platform Description. 2.1. The Portal is an online enrolment platform of BPI/MS Insurance Corporation (BPI MS), a corporation duly organized and existing under the laws of the Philippines, with offices located at 14th, 16th and 18th floors, 6811 BPI-Philam Life Makati, Xxxxx Xxxxxx, Xxxxxxx Xxxxxxx Bel Air, 1209, Makati City Philippines, is a service made available by BPI MS to Bank of the Philippine Islands specifically for the enrollment of BPI Debit Mastercard® holders who wishes to have a BPI MS Personal Cyber Insurance for their BPI Debit Mastercard®.
Platform Description. The Platform is an automated web-based wrap fee investment management platform consisting of various portfolios of Investments, in each case as determined by Altruist subject to the ability of Advisor and Clients in consultation with Advisor to impose reasonable restrictions, held in a single brokerage account (“Portfolios” and each a “Portfolio”). Advisor shall attest that Advisor is granted discretionary authority by Clients. The Platform is not provided on an exclusive basis to the Advisor or its Clients and Advisor acknowledges that Altruist provides substantially similar services to other parties and clients. The Platform shall have the features and specifications set forth below and in Appendix A (The Platform), including but not limited to the Questionnaire and Automated Investment Engine.
Platform Description. The Platform is an integrated suite of cloud-based infrastructure and resources that, together, transform data imported from third-party applications to deliver public-facing services (e.g. application programming interfaces (APIs), business intelligence, and search directory websites). The strategic goals of the Platform include: creating a single authoritative, trusted national repository of community program/service data that demonstrates the collective value of the 211 network; providing tools to 211’s to access, leverage and build custom data products and services using Platform data; enable a financially self-sustaining model for data management that leverages the expertise and contributions of 211s and reduces costs through economies of scale and scope.
