The Products and Services We Offer Sample Clauses

The Products and Services We Offer. Please see “Our Prod- ucts and Services” for a comprehensive summary of our beneficial products and services.
Sample 1Sample 2
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The Products and Services We Offer. Please see our “Our Products and Services” for a comprehensive summary of all our beneficial products and services.
Sample 1Sample 2
The Products and Services We Offer. As a portfolio manager, we offer investment management services through investment funds created and managed by us, through investment funds sponsored by third parties, and directly to high net worth individuals and institutions through separately managed accounts. As an exempt market dealer, we offer dealer services to clients who purchase securities of our funds directly from us. As an exempt market dealer, we will only trade in securities distributed under a prospectus exemption (for example, to “accredited investors” within the meaning of applicable securities laws). We also act as an investment fund manager for investment funds created and advised by us. This disclosure statement is designed for investors in our funds who purchase their Units directly from us and not through another dealer and describes the relationship between us, as dealer of record, and you as a purchaser of Units of one of the funds we manage.
Sample 1
The Products and Services We Offer. BMO Xxxxxxx Xxxxx offers a full range of products and services, available on Canadian and global markets, to meet the investment objectives of clients. This includes, but is not limited to equities, fixed income, mutual funds, derivatives (including options), exchange-traded funds, precious metals certificates, alternative investments (such as Principal Protected Notes), and cash management solutions. Depending on your needs, our dedicated Investment Advisors can offer you a full range of wealth management planning services, including but not limited to: financial; retirement; estate; business succession; and philanthropic planning . Through our affiliate, BMO Estate and Insurance Advisory Services Inc . (“EIASI”), and our insurance-licensed Investment Advisors (Financial Security Advisors in Quebec), we provide insurance sales, service, and advice, including a full range of insurance products, such as segregated funds . Please note the following when our dual-licensed Advisors and employees deal with you: • in respect to insurance products, they are acting on behalf of EIASI, and • in respect to investment products, they are acting on behalf of BMO Xxxxxxx Xxxxx. For a comprehensive list of products and services, please visit our website at xxx.xxx.xxx/xxxxxxxxxxxx or contact your Investment Advisor . The Account(s) You Have and How They Operate Together, you and your BMO Xxxxxxx Xxxxx Investment Advisor will determine the right account(s), products and services to best suit your needs. The following is an overview of the main account types, and details of each, available through BMO Xxxxxxx Xxxxx: Advisory accounts Your Investment Advisor is responsible for providing suitable and unbiased investment recommendations to you that meet the standard of care expected of a trained investment professional, based on the information that you provide to us upon account opening. You/your authorized representative are responsible for, and direct, all trading activities and investment decisions with respect to the account. Managed accounts In consultation with you so that we can confirm your personal goals, investment objectives and tolerance for risk, your Investment Advisor will prepare an Investment Policy Statement (“IPS”) that will govern and guide all investment decisions and activities in the account. Once the Investment Policy Statement is defined, your Investment Advisor will recommend a managed assets program that aligns with your IPS and is best suited for ...
Sample 1
The Products and Services We Offer. As a portfolio manager, we offer investment management services through investment funds created and managed by us and directly to high net worth individuals and institutions through separately managed accounts. As an exempt market dealer, we offer dealer services to clients who purchase securities of our funds directly from us. As an exempt market dealer, we will only trade in securities distributed under a prospectus exemption (for example, to “accredited investors” within the meaning of applicable securities laws). We also act as an investment fund manager for investment funds created and advised by us. This disclosure statement is designed for investors in our funds who purchase their Units directly from us and not through another dealer and describes the relationship between us, as dealer of record, and you as a purchaser of Units of one of the funds we manage.
Sample 1
The Products and Services We Offer. As an exempt market dealer, we sell Class “A” Shares of WMIC, a related entity, as well as securities of First Source Mortgage Corporation, another related entity and do not offer any other investment products or services. You may ask your dealing representative of WML about First Source Mortgage Corporation if you would like more information about it. This relationship disclosure information assumes that you have agreed to invest in WMIC through WML. You should know that other investment dealers (members of IIROC) also may trade in Class “A” Shares of WMIC with their clients and Kensington Capital Advisors Inc. also may trade in such shares for their clients (in their capacity as a registered exempt market dealer). Kensington Capital Advisors Inc. acts as sales agent for us and we pay it a fee of 0.35% per annum for a period of seven years (so long as the security continues to be held) in respect of capital invested in WMIC through its efforts or through any investment dealer (member of IIROC). WML also acts as the general partner to Westboro Mortgage Investment LP, of which WMIC is the sole limited partner, and receives distributions from Westboro LP in respect of its services as general partner. As general partner of Westboro LP, WML acts as the administrator of Westboro LP and receives distributions (revenues) from Westboro LP for its services.
Sample 1

Related to The Products and Services We Offer

  • Products and Services General Information The Vendor Agreement (“Agreement”) made and entered into by and between The Interlocal Purchasing System (hereinafter “TIPS”) a government cooperative purchasing program authorized by the Region 8 Education Service Center, having its principal place of business at 0000 XX Xxx 000 Xxxxx, Xxxxxxxxx, Xxxxx 00000 and the TIPS Vendor. This Agreement consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth shall control unless otherwise agreed by the parties in writing and by signature and date on the attachment. A Purchase Order (“PO”), Agreement or Contract is the TIPS Member’s approval providing the authority to proceed with the negotiated delivery order under the Agreement. Special terms and conditions as agreed between the Vendor and TIPS Member should be added as addendums to the Purchase Order, Agreement or Contract. Items such as certificate of insurance, bonding requirements, small or disadvantaged business goals are some, but not all, of the possible addendums.

  • Other Products and Services As our customer, you have access to a suite of financial products and services availed by ourselves, our affiliates and strategic partners designed to help you address and achieve your financial needs and goals. You agree that you can obtain information about such Products and Services via our website xxx.xxxxxxxx.xxx.xx and you further agree that we can from time to time communicate information in relation to such Products or Services to you specifically or generally to all cardmembers via such communication mode as we consider appropriate.

  • Additional Products and Services Subject to the allocation of funds, the CPO may add similar equipment, supplies, services, or locations, within the scope of this Agreement, to the list of equipment, supplies, services, or locations to be performed or provided by giving written notification to Contractor. For purposes of this Section, the “Effective Date” means the date specified in the notification from the CPO. As of the Effective Date, each item added is subject to this Agreement, as if it had originally been a part, but the charge for each item starts to accrue only on the Effective Date. In the event the additional equipment, supplies, services, or locations are not identical to the items(s) already under this Agreement, the charges therefor will then be Contractor’s normal and customary charges or rates for the equipment, supplies, services, or locations classified in the Fees and Costs (Exhibit “F”).

  • Third Party Products and Services Through its Product(s), Palo Alto Networks may make available to you third-party products or services (“third-party apps”) which contain features designed to interoperate with our Products. To use such features, you must either obtain access to such third-party apps from their respective providers or permit Palo Alto Networks to obtain access on your behalf. All third-party apps are optional and if you choose to utilize such third-party apps:

  • Exclusion of Products and Services If a deliverable or service that is subject to this Agreement is deleted, lost, stolen, destroyed, damaged, sold, replaced, or otherwise disposed of, the CPO may exclude it from the operation of this Agreement by notifying Contractor in writing. The notice takes effect immediately on its receipt by Contractor. More than one notice may be given. When a notice is received, Contractor shall delete the charge for the excluded deliverable or service from the sum(s) otherwise due under this Agreement.

  • Proposed Goods and Services Proposed Goods and Services docx Please upload one or more documents or sheets describing your offerings, line cards, catalogs, links to offerings OR li st links to your offerings that illustrate the catalog of proposed lines of goods and or services you carry and offer unde r this proposal. I does not have to be exhaustive but should, at a minimum tell us what you are offering. It could be as simple as a sheet with your link to your online catalog of goods and services. Resellers/Dealers - COMPLETE AND UPLOAD ONLY IF YOU HAVE RESELLER OF YOUR GOODS OR SERVICES PROPOSED No response If the PROPOSING vendor has resellers that will be selling for the vendor UNDER this contract, the vendor must downl oad the Resellers/Dealers spreadsheet from the attachment tab, fill in the requested information and upload the compl eted spreadsheet. DO NOT UPLOAD encrypted or password protected files. HUB Subcontracting Plan Form OPTIONAL No response Completion of the HUB Subcontracting Plan Form is OPTIONAL. THE FORM INFORMATION HAS NO EFFECT ON YO UR EVALUATION SCORE. IT IS INFORMATIONAL ONLY. Some Texas State agencies and Universities require it be a p art of the file when determining if they can use a TIPS contract. If you choose to complete one, it is not project specific but the general plan the vendor would use. Complete it as best you can. Vendor can download the HUB Subcontracting Plan Form from the "Attachments" tab and upload their HUB Subcontra cting Plan Form. D/M/WBE Certification OPTIONAL No response D/M/WBE Certification documentation may be scanned and uploaded if you desire to claim your status as one of the i dentified enterprises. (Disadvantaged Business Enterprise, Minority Business Enterprise and/or Woman Business Ent erprise) If vendor has more than one certification scan into one document. (PDF Format ONLY) DO NOT UPLOAD encrypted or password protected files. HUB Certification OPTIONAL No response HUB Certification documentation may be scanned and uploaded if you desire to document you status as a HUB compa ny. (Historically Underutilized Business) (PDF Format ONLY) DO NOT UPLOAD encrypted or password protected files. Warranty No response Warranty information (if applicable) must be scanned and uploaded. (PDF Format ONLY) DO NOT UPLOAD encrypted or password protected files. Supplementary No response Supplementary information may be scanned and uploaded. (Company information, brochures, catalogs, etc.) (PDF Fo rmat ONLY) DO NOT UPLOAD encrypted or password protected files. All Other Certificates No response All Other Certificates (if applicable) must be scanned and uploaded. If vendor has more than one other certification sc an into one document. (PDF Format ONLY) DO NOT UPLOAD encrypted or password protected files.

  • Performance of Products and Services The Contractor acknowledges that only Project Persons shall perform the Products and Services under this Agreement.

  • OGS Centralized Contract: Terms and Conditions The terms and conditions set forth in this section are expressly incorporated in and applicable to the Contract. Captions are intended as descriptive and are not intended to limit or otherwise restrict the terms and conditions set forth herein. Appendix A Appendix A, Standard Clauses for New York State Contracts, dated January 2014, attached hereto, is hereby incorporated in, and expressly made a part of, this Contract. Appendix B Appendix B, Office of General Services General Specifications, dated January 2015 22772 Project Based Information Technology Consulting (Statewide), attached hereto, is hereby incorporated in, and expressly made a part of, this Contract.

  • Products Products available under this Contract are limited to Software, including Software as a Service, products and related products as specified in Appendix C, Pricing Index. Vendor may incorporate changes to their product offering; however, any changes must be within the scope of products awarded based on the posting described in Section 1.B above. Vendor may not add a manufacturer’s product line which was not included in the Vendor’s response to the solicitation described in Section 1.B above.

  • New Products You agree to comply with NASD Notice to Members 5-26 recommending best practices for reviewing new products.

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