Fiduciary Services definition

Fiduciary Services means the services provided by Choice to or on behalf of ------------------ Sunburst or any participant in any of the Plans, as provided under Section 2.6 of this Agreement.
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Fiduciary Services means the services provided serving as a trustee, executor, personal administrator or discretionary agent having direct responsibility for managing assets for or on behalf of individuals and families, as well as estates, trusts.
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Fiduciary Services means all the services provided by the Fort Group in relation to a foundation, Trust or Arrangement as set out in a Fiduciary Services Agreement; "Fiduciary Services Agreement" shall mean an agreement entered into between a Fort Group Company and the Client in relation to Fiduciary Services;
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Examples of Fiduciary Services in a sentence

  • With respect to our Investment Fiduciary Services, we have policies in place to ensure that we cannot affect or otherwise increase our compensation based upon the investment advice we provide or discretion we exercise.

  • Specifically, we offer (1) Discretionary Investment Management Services, (2) Non-Discretionary Investment Advisory Services, and/or (3) Retirement Plan Fiduciary Services to employer-sponsored retirement plans and their participants in either an ERISA 3(38) fiduciary or ERISA 3(21) co-fiduciary capacity.

  • Our Retirement Plan Services division, Corporate Retirement & Fiduciary Services division,, and Creative Planning’s wealth management division will each recommend each other’s services to their respective clients.

  • APPENDIX A FOR PARTICIPANT-DIRECTED PLANS Appendix A(1) Fiduciary Services for Participant-Directed Plans Client hereby appoints Xxxxxx Xxxxx as a non-discretionary investment adviser for the purpose of carrying out the specific fiduciary services described below for a Participant-Directed Plan, and Xxxxxx Xxxxx hereby accepts such appointment.

  • In performing the Pooled Plan Fiduciary Services, Xxxxxx Xxxxx is acting as (a) a Section 3(21) non-discretionary investment adviser of the Plan under ERISA for the purposes of providing the Pooled Plan Fiduciary Services described in Appendix B(1); and (b) a registered investment adviser under the Advisers Act.

  • Our Retirement Plan Services division, Corporate Retirement & Fiduciary Services division, and Creative Planning’s wealth management division will each recommend each other’s services to their respective clients.

  • Witness Name: Witness ID/Passport No.: SCHEDULE 1 AGREED FORM OF LETTER OF INSTRUCTION By post (must be original copy) [Date] Global Fiduciary Services Limited Room 2101, 21/F, Pico Tower, 00 Xxxxxxxxxx Xxxx, Xxxxxxx, Xxxx Xxxx Dear Sirs, I, (Passport/ID card No.: ), as the one of the unitholders of the NAMI TRUST (with the Certificate of Trust No.: issued on ) entitled to units (equivalent to of shares of common stock of NAMI Corp.

  • Regional Manager Investment and Fiduciary Services Great Lakes Region, Xxxxx Fargo Nottingham, Xxxx Xxxxxxxxxx Realty Group Xxx, Xxx Partner, Faegre Xxxxx Xxxxxxx Xxxxxxx, Xxxxx Retired, Real Estate Xxxxxx, Xxxxx Xxxxxxxx Street Foundation Board, Indianapolis Arthritis Guild, Fortnightly Literary Club Xxxxx, Xxxxx Xxxxxxx Xx. Program Manager, Xxxxxxx Controls Inc.

  • In performing the Participant-Directed Plan Fiduciary Services, Xxxxxx Xxxxx is acting as (a) a Section 3(21) non- discretionary investment adviser of the Plan under ERISA for the purposes of providing the Participant-Directed Plan Fiduciary Services described in Appendix A(1); and (b) a registered investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”).

  • In addition, Xxxxxx Xxxxx’ fiduciary responsibility under ERISA is limited to those Fiduciary Services described in Appendices A(1) and B(1).


More Definitions of Fiduciary Services

Fiduciary Services means services provided primarily for the benefit of others in the capacity as investment manager, trustee, custodian, agent, executor, administrator, guardian of estates, assignee, receiver or committee of estates of lunatics. Nothing in this Section 7.03 shall prevent the subsidiary banks or other affiliates of AFC after the Closing from providing any services, including without limitation Fiduciary Services, to any person or entity if the subsidiary bank or affiliate providing such services is initially approached without any prior solicitation of any kind by such person or entity regarding such services.
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Fiduciary Services means the holding of assets, including but not limited to shares and other securities, in a fiduciary capacity by the Fiduciary for and on behalf of an undisclosed beneficial owner; ‘Hallmark’ shall have the same meaning as the meaning attributed to it in DAC6; ‘Intermediary’ shall have the same meaning as the meaning attributed to it in DAC6; ‘MFSA’ means the Malta Financial Services Authority; ‘Principal’ means the ultimate beneficial owner, controlling person, beneficiary, partner or individuals ultimately owning and / or controlling an Entity, or the natural person on whose behalf Vistra provides the Services; ‘Register of Beneficial Owners Regulations’ means, collectively, (i) Legal Notice 373 of 2017 – Trusts and Trustees Act (Register of Beneficial Owners) Regulations, (ii) Legal Notice 374 of 2017 – Companies Act (Register of Beneficial Owners) Regulations, (iii) Legal Notice 375 of 2017 – Civil Code (Second Schedule) (Register of Beneficial Owners - Foundations) Regulations and (iv) Legal Notice 376 of 2017 - Civil Code (Second Schedule) (Register of Beneficial Owners - Associations); ‘Relevant Taxpayer shall have the same meaning as the meaning attributed to it in DAC6; ‘Reportable Cross-border Arrangement’ shall have the same meaning as the meaning attributed to it in DAC6; ‘Services’ means all services carried out or performed for or on behalf of or in connection with any Entity (whether before or after its establishment) by Vistra as specified in any Agreement from time to time in force or as otherwise provided to such Entity and shall also include Fiduciary Services; ‘Termination’ in connection with an Entity means termination of the provision of the Services to, on behalf of or in connection with, such Entity, pursuant to the terms hereof;
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Fiduciary Services means the services constituted by the Fiduciary giving effect to the Undertakings given and declared by the presents.
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Fiduciary Services means the holding of assets, including but not limited to shares and other securities, in a fiduciary capacity by the Fiduciary for and on behalf of an undisclosed beneficial owner;
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Fiduciary Services means any service in connection with the accumulation and/or disposition of the wealth of the consumer of the service, in which the service provider assists the consumer with planning and documenting instructions to the service provider, or another party, to act in the best interests of a party or parties identified or identifiable in the instructions, which instructions the service provider or other party then executes with the utmost good faith.
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Fiduciary Services means the services provided by Manor to or on behalf of Choice or any participant in any of the Plans, as provided under Section 2.6 of this Agreement.
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Related to Fiduciary Services

  • 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.

  • Fiduciary has the meaning set forth in ERISA Sec. 3(21).

  • Administration Services means the services required for the effective and efficient administration of Bonitas and includes, but are not necessarily limited to, member record management, contribution management, benefit option management, claims processing and management, management of members’ personal, claims and financial information and any other services that are required for the administration of Bonitas;

  • Extra Services means those services set forth in Schedule “B” that are requested by the Municipality for itself or on behalf of its citizens and provided by the Company in accordance with paragraph 7 of this Agreement;

  • BPO Services means Provider’s business process outsourcing services described in the applicable Solution Exhibit, whereby Provider assumes responsibility for Customers’ business processes.

  • Custodial Services means the safekeeping and management of an

  • Personal Services means “the performance of any work or labor and shall also include acting as an independent contractor or providing any consulting advice or assistance, or otherwise acting as an agent pursuant to a contractual relationship.”

  • Special Services means all forms of services pertaining

  • Direct services means special education services provided by a special education teacher when the services are related to instruction, including cooperative teaching.

  • Consultancy Services means the Consultancy Services described in Schedule A;

  • Legal Services means services of a legal or financial nature and includes any part of such services, and for the avoidance of doubt, includes (without limitation):-

  • Operator Services provides for:

  • Independent Fiduciary means an independent fiduciary who will serve as a fiduciary to the Plan in accordance with Article 3 that has no relationship or interest in any of the Settling Parties and is mutually agreed to by the Settling Parties.

  • Telephone Banking Service or “TBS” means any banking service operated over the telephone (by whatever name it may be known as) offered by the Bank, in connection with the Service Instructions and includes but is not limited to such services respectively known as Self Service Phone Banking and CitiPhone Banking; and

  • General Services has the meaning ascribed to it in section "2.1" hereinbelow;

  • Administrative Services means the provision to the Fund, by or at the expense of the Manager, of the following:

  • Investment Advisory Services means (a) advice with respect to the desirability of investing in, purchasing or selling securities or other property, including the power to determine what securities or other property shall be purchased or sold, but not including furnishing only statistical and other factual information (such as economic factors and trends); and (b) the provision of financial, economic or investment management services, but only if ancillary and related to the advice referred to in clause (a) above.

  • Cemetery services means cremations, grave openings and closings, and installation of grave memorials.

  • water services means water supply services and sanitation services;

  • Other Services means the provision to the Fund, by or at the expense of the Manager, of the following:

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Beta Services means Xxxxxx services or functionality that may be made available to Customer to try at its option at no additional charge which is clearly designated as beta, pilot, limited release, developer preview, non-production, evaluation, or by a similar description.

  • Corporate Services Provider means Computershare Trust Company of Canada, a trust company formed under the laws of Canada, as corporate services provider to the Liquidation GP under the Corporate Services Agreement, together with any successor corporate services provider appointed from time to time;

  • Account Information Service Provider means a payment service provider pursuing business activities as referred to in point (8) of Annex I;

  • Banking Services Provider means any Lender or Affiliate of a Lender that provides Banking Services to any Credit Party.

  • Family relationship means a relationship between a person and another person within the third degree by consanguinity or the second degree by affinity, as those terms are defined by Subchapter B, Chapter 573, Texas Government Code.