Your Portfolio Sample Clauses

Your Portfolio. Where your investments are held overseas, there may be different settlement, legal and regulatory requirements from those applying in the United Kingdom, together with different practices for the separate identification of your investments. We will not borrow on your behalf, nor will we commit you to a contract that may need borrowing in order to achieve performance. We will not commit your monies to an obligation as an underwriter of any issue or offer for sale of securities. Our responsibilities to you in respect of your investments will be limited to the management of your portfolio as covered by this agreement, except where mutually agreed between us. We will not offer any broader financial planning and/or tax planning services e.g. capital gains tax and inheritance tax considerations and accept no responsibility for your broader financial / tax planning arrangements or requirements. It is recommended that you speak to your normal financial adviser in relation to these areas. We will review the portfolio on an ongoing basis and if any changes are needed to ensure that the objectives of the model portfolio (as detailed in this agreement) are met then these changes will be made.
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Your Portfolio. 3.1 This Agreement commences on either the date of our welcome letter notifying you that all account opening formalities have been satisfactorily completed, or the date on which we receive monies from you for your investment in the Portfolio, whichever is later.
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Your Portfolio. Once you select a portfolio (“Your Portfolio”), your investment transactions will be executed in accordance with the Your Portfolio’s target allocation. You acknowledge that you will not be entitled or able to transact in or hold securities in your Account other than the ETF shares that are offered through the Services. You are solely responsible for selecting Your Portfolio. You select Your Portfolio at your sole risk knowing that (i) Your Portfolio may not perform better (and may perform worse) than any other portfolio or investment made available through the Services or otherwise available in the market, and (ii) Your Portfolio may not be suitable for your risk tolerance, investment time horizon, or investment goals. While the Services are designed to replicate the holdings of Your Portfolio over time, you acknowledge and agree that there is no guarantee, representation, warrant, or covenant that the holdings in your Account will match the allocations of Your Portfolio.
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Your Portfolio. You undertake that:
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Related to Your Portfolio

  • Portfolio The portfolio is due by the end of the 12th week.

  • Trunk Servicing Orders between the Parties to establish, add, change or disconnect trunks shall be processed by use of an ASR, or another industry standard eventually adopted to replace the ASR for trunk ordering.

  • LOAN PORTFOLIO MANAGEMENT (1) The Board shall, within ninety (90) days, develop, implement, and thereafter ensure Bank adherence to a written program to improve the Bank's loan portfolio management. The program shall include, but not be limited to:

  • STUDENT For the purpose of this Collective Agreement, the term Student shall mean a person who, except for summer vacation period or work study period, would normally be attending full time at High School, Vocational School, or University and taking subjects relating to the Refrigeration and Air Conditioning Trade. The intention of this clause is to enable the Employer to give practical experience during summer months to a person whose declared intention is to seek employment in the Trade upon graduation from school, and is not intended as a source of casual labour.

  • FLORIDA PREPAID COLLEGE PROGRAM FOR HOUSING If the Student has or is a beneficiary of a Florida Prepaid College Dormitory Program (FPCDP) housing plan, UCF DHRL can bill the FPCDP housing plan to cover most prepayments and rental amounts. However, the Student is hereby notified that:

  • Assuming Bank Portfolio Sales of Remaining Single Family Shared-Loss Loans The Assuming Bank shall have the right with the concurrence of the Receiver to liquidate for cash consideration, from time to time in one or more transactions, all or a portion of Single Family Shared-Loss Loans held by the Assuming Bank at any time prior to the Termination Date (“Portfolio Sales”). If the Assuming Bank exercises its option under this Section 4.1, it must give thirty (30) days notice in writing to the Receiver setting forth the details and schedule for the Portfolio Sale which shall be conducted by means of sealed bid sales to third parties, not including any of the Assuming Bank’s affiliates, contractors, or any affiliates of the Assuming Bank’s contractors. Sales of Restructured Loans shall be sold in a separate pool from Single Family Shared-Loss Loans not restructured. The Receiver’s review of the Assuming Bank’s proposed Portfolio Sale will be considered in a timely fashion and approval will not be unreasonably withheld, delayed or conditioned.

  • Pool A grouping on the books and records of CAC or any of its subsidiaries of Advances or Contracts originated or to be originated with CAC or any of its subsidiaries by a Dealer and bearing the same pool identification number assigned by CAC’s computer system.

  • MORTGAGE LOAN ORIGINATOR EDUCATION 1. Prior to the submission of a new application for any new mortgage loan originator license or, as applicable, the filing of a petition for the reinstatement of an MLO Activity Endorsement in any Participating State as provided for in Section II, Paragraph 2 of this Order, the Respondent will be required to complete the following mortgage loan originator education requirements:

  • Mortgage Lessee does hereby agree to make reasonable modifications of this Lease requested by any Mortgagee of record from time to time, provided such modifications are not substantial and do not increase any of the Rents or obligations of Lessee under this Lease or substantially modify any of the business elements of this Lease.

  • Assuming Institution Portfolio Sales of Remaining Shared-Loss Loans The Assuming Institution shall have the right, with the consent of the Receiver, to liquidate for cash consideration, from time to time in one or more transactions, all or a portion of Shared-Loss Loans held by the Assuming Institution at any time prior to the Termination Date (“Portfolio Sales”). If the Assuming Institution exercises its option under this Section 4.1, it must give sixty

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