Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust’s investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust’s investments.
Investment Policy Statement means the investment policy statement we agree with you, in writing, in relation to the provision of our Discretionary Investment Management Service;
Investment Policy Statement means the Bright Directions Investment Policy Statement adopted by the Treasurer pursuant to the Program Management Agreement which sets forth the policies, objectives, and guidelines that govern the investment of Contributions in the Program. The Treasurer may amend the Investment Policy Statement from time to time in accordance with the Program Management Agreement. Legal Incompetency means (a) the person has a court-appointed guardian or conservator for the person’s estate or (b) a physician who is attending to the care of the person and who has examined the person within the past sixty (60) days certifies in writing that the person is unable to prudently manage financial affairs. Maximum Account Balance is the threshold after which additional Contributions to an Account cannot be made. The Maximum Account Balance is currently $450,000 and is applied against the aggregate value of all Program Accounts for the Beneficiary and all accounts for the same Beneficiary under other Illinois Section 529 Programs. The Treasurer periodically reviews and adjusts the Maximum Account Balance to comply with the requirement under Code Section 529 that a program prevent contributions in excess of those necessary to provide for the qualified higher education expenses of the beneficiary. Member of the Family, as defined in Section 529 of the Code, means an individual who is related to the Beneficiary in any of the following ways: • A son, daughter, xxxxxxxxx, xxxxxx child, adopted child, or a descendant of any of them; • A brother, sister, stepbrother, or stepsister; • The father or mother, or an ancestor of either; • A stepfather or stepmother; • A son or daughter of a brother or sister; • A brother or sister of the father or mother; • A son-in-law, daughter-in-law, father-in-law, mother- in-law, brother-in-law, or sister-in-law; • The spouse of the Beneficiary or the spouse of any of the foregoing individuals; or • A first cousin of the Beneficiary. For purposes of determining who is a Member of the Family, a legally adopted child of an individual is treated as the child of such individual by blood. The terms brother and sister include a brother or sister by the half-blood. Nonqualified Withdrawal under Code Section 529 means a distribution that may be subject to income tax, and sometimes an additional penalty tax, on the Earnings Portion of the distribution. See “Federal Nonqualified Withdrawal.” The term “Nonqualified Withdrawal” is also used under Illinois law for a ...
Examples of Investment Policy Statement in a sentence
Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client.
The Contractor shall develop and submit to the Contracting Officer an Investment Policy Statement for each plan that clearly defines investment return objectives and risk tolerances, and shall perform annual pension plan Investment Performance Self-Assessments.
He informed that some of the food could be preserved for 2 years but this approach was more on the household level and perhaps they could use that approach on a trial basis and improve as they go along.
Adoption and incorporation into the FRSTF Investment Policy Statement (IPS) of SBA actions taken in accordance with the PFIA.
All investments are marked to the market at the end of the reporting period due to the narrow valuation range prescribed by the Pools’ Investment Policy Statement.
More Definitions of Investment Policy Statement
Investment Policy Statement or “IPS” shall mean the document setting forth the goals and objectives, and the management guidelines applicable to the Trust’s investment portfolios. Each IPS shall create the framework for an appropriately diversified asset mix that can be expected to generate acceptable returns at a level of risk suitable to the Trust. Each IPS shall be approved by the Board after consultation with the Investment Advisor prior to signature by the Investment Officer.
Investment Policy Statement means the policy statement of the Investment Committee which will provide the framework for the fund administration and investment management of the Fund by the Investment Committee;
Investment Policy Statement means the Statement of Portfolio Investment Policy to be established for the Program by CalABLE, as such Policy Statement may be revised by CalABLE from time to time, and included as Appendix 2 to this Agreement.
Investment Policy Statement means the investment guidelines and investment policy that you may amend or supplement from time to time with the written acknowledgment of FNB Stockbroking and Portfolio Management (SPM). This may either be contained in the Client Application Form or be a stand- alone document;
Investment Policy Statement means a document which, at least: -
Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust's investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust's investments.
Investment Policy Statement means the statement of portfolio investment policy to be established for the Program by the Board, as such policy statement may be revised by the Board from time to time and included as Appendix 2 to this Agreement.