Advisory Services definition

Advisory Services means the non-binding investment advisory services rendered by the Portfolio Manager to the Client. The Portfolio Manager shall be solely acting as an advisor to the Portfolio of the Client and shall not be responsible for the investment / divestment of Securities.

Advisory Services means the provision of personal recommendations to a consumer in respect of one or more transactions relating to credit agreements and constitutes a separate activity from the granting of a credit and from the credit intermediation activities set out in point 5.

Advisory Services has the meaning set forth in Section 4.4.

Examples of Advisory Services in a sentence

• Employees of Federated Advisory Services Company provide support to portfolio managers and other employees of affiliated advisers.

• The obligation of TRP Advisory Services to provide your Retirement Income Plan under the Agreement and Supplement takes effect when enroll in the Discretionary Management portion of the Service through the X.

• TRP Advisory Services does not charge a separate advisory fee for the nondiscretionary advice services provided in the Planning portion of the Service, which includes the delivery of the Financial Plan, including Recommended Portfolio, and Retirement Income Plan (if applicable).

• TRP Advisory Services, including in the Retirement Income Plan, does not provide advice or make recommendations to you on which specific securities or positions, including lots, to sell or liquidate from your investment accounts or the timing of such sales or liquidations, except with respect to transactions in managed accounts enrolled in Discretionary Management consistent with our discretionary authority.

• The Advisory Services are also governed by the terms of the Part 2A Brochures, and as such may be amended by TRP Advisory Services from time to time and which amendments are incorporated by reference herein.

More Definitions of Advisory Services

Advisory Services means the development and presentation of findings, conclusions, and recommendations for client consideration and decision making.

Advisory Services means personal recommendations to a consumer in respect of one or more transactions relating to credit agreements or crowdfunding credit services and that constitute a separate activity from the granting of a credit and from the and from the activities of credit intermediary as defined in point (12);

Advisory Services means the services, where the Portfolio Manager advises Clients on investments in general or gives specific advice required by the Clients and agreed upon in the PMS Agreement.

Advisory Services means recommendations or opinion, whether in written or report form or provided verbally, that are intended to influence a person in making an investment decision. ‘Advice’ falls within one of two categories: either General or Personal advice.

Advisory Services means the investment advisory in terms of the Regulations, and shall include the responsibility of advising on the portfolio strategy, investment and divestment of individual Securities in the Clients’ Portfolio, for an agreed fee structure and for a period hereinafter described, entirely at the Client’s risk, to all eligible categories of investors.

Advisory Services means investment management, investment advisory, investment sub-advisory or other similar services relating to securities or other financial instruments, commodities, real estate or any other type of asset.

Advisory Services means the services provided by BT under the relevant service schedule of the Service Based Solutions contract;