Managed Accounts definition

Managed Accounts means an account that is professionally managed through a wrap program. Managed Accounts require pre-approval through the Compliance Department prior to starting up the account. The Compliance Department will consider the facts and circumstances of the account, including the functions and duties of the employees, when approving or denying such accounts. In addition, preclearance is exempt with Managed Accounts, however, all trades still require reporting and duplicate statements and confirmations are required to be sent to the Compliance Department. Preclearance is only exempt for trades initiated by the wrap manager. All trades initiated by the employee require preclearance.

Managed Accounts means any account advised by ING Investments or ILIAC other than a registered investment company.

Managed Accounts means any account other than registered investment companies.

Examples of Managed Accounts in a sentence

• Generally describe any assets included in "Other" SECTION 5.K.(2) Separately Managed Accounts - Use of Borrowingsand Derivatives No information is required to be reported in this Section 5.K.(2) per the instructions of this Section 5.K.(2) If your regulatory assets under management attributable to separately managed accounts are at least $10 billion, you should complete Question (a).

• The firmi.e. ABL AMC includes all Collective Investment Schemes (CISs) under its management and Separately Managed Accounts (SMAs).

• SECTION 5.K.(1) Separately Managed Accounts After subtracting the amounts reported in Item 5.D.(3)(d)-(f) from your total regulatory assets under management, indicate the approximate percentage of this remaining amount attributable to each of the following categories of assets.

• With respect to certain accounts (e.g., Managed Accounts) where written authorization is impracticable, we address this conflict of interest through disclosure.

• He is primarily responsible for managing Separate Managed Accounts.

More Definitions of Managed Accounts

Managed Accounts means the portfolios of investment companies for which TIM acts as an adviser or sub-adviser, and other non-Investment Company Act clients.

Managed Accounts means investment advisory or brokerage accounts over which an Access Person has no direct or indirect influence or control in the investment decisions or activities.

Managed Accounts means Accounts that are controlled or invested on a fully discretionary basis by a third party, such as an investment adviser or broker.

Managed Accounts means all accounts managed by Guardian including those for pension plans, corporations and trusts, individuals, operating and endowment funds, deferred profit-sharing funds and mutual funds, including any US Mutual Fund;

Managed Accounts means an account that is professionally managed by a third party on a discretionary basis. For clarification purposes, this is intended to cover accounts where the Beneficial Owner’s investment decisions in Securities caught by the Code has been delegated to that third party. For the avoidance of doubt, this does not cover investment in UK unit trusts, US mutual funds, OEICs, or ICVCs, unless such instruments are advised or sub-advised by Mondrian.

Managed Accounts means Trading Accounts where you do not have any authority, directly or indirectly, to influence, direct or effect specific investment decisions with respect to the assets held in such account.

Managed Accounts means the portfolios of investment companies for which the Company acts as an adviser or sub-adviser, and any other non-Investment Company Act client portfolios.