Wealth Manager definition

Wealth Manager means Skyline Wealth Management Inc., a corporation governed by the laws of the Province of Ontario that is responsible for acting as exempt market dealer on all offerings of REIT Units and providing other services to Skyline Apartment REIT, as described in Item 2.2 – Our Business - Management of Skyline Apartment REIT – The Wealth Manager.
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Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service.
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Wealth Manager means a Person trained and qualified to provide advice with respect to asset allocation, the management and investment of property and the monitoring of Investment Managers for the purpose of achieving stated investment objectives.
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Examples of Wealth Manager in a sentence

  • Karl is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investment and holds the Private Client Investment Advice and Management Certificate.

  • Mr Harrison is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute of Securities and Investment.

  • Simon is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has been awarded Chartered Wealth Manager status.

  • He is also a certified Personal Financial Planner and a Certified Wealth Manager.

  • All members who hold the Chartered Wealth Manager titles will be eligible to use this title below their name.8.2.3 Alternative Designation: - CERTIFIED FINANCIAL PLANNERTM All members who hold the CFPTM status will be eligible to use this designation after their name.8.2.4 Alternative Designation: - APP.

  • Karl is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investment and holds the Private Client Investment Advice and Management Certificate.Bernard is the Deputy Chief Investment Officer and is head of the SA fixed income strategy.

  • Helen is a Chartered Accountant, Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investments.

  • Several years later she was appointed as Regional Wealth Manager of West Java with responsibilites, among others are to maintain investors’ investment portfolio and to develop Wealth Management business in the area.

  • However, talk to your Commerce Trust Company representative for any charges related to the Wealth Manager service.

  • In January 2003, Mr. Landini joined RBP Investment Advisors, Inc., a financial planning consultancy firm, for which he presently serves as Partner and Wealth Manager.


More Definitions of Wealth Manager

Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service. The words "we", "us" and "our" refer to Commerce Bank, the bank which holds the Deposit Accounts accessed by the Service, and any agent, independent contractor or assignee Commerce Bank may,
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Wealth Manager means an individual or organization that manages assets and/or provides investment advice to such Wealth Manager’s clients. Further, “Other For-Profit Users” shall mean any individual or organizational user that is not otherwise a Qualified Nonprofit, an Independent Fundraising Consultant or a Wealth Manager, irrespective of whether the Other For-Profit User is engaged in a profitable business.
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Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated Interested Parties to access Trust Accounts electronically through the Commerce Trust Company’s website and also allows those customers to enter Online Banking to use the Service. “Wealth Manager Customer” means a customer who has enrolled in Wealth Manager through the Commerce Trust Company. In our sole discretion, we may refuse to include, or may exclude from continued use, an Account in the Service. The words "we", "us" and "our" refer to Commerce Bank, the bank which holds the Deposit Accounts accessed by the Service, and any agent, independent contractor or assignee Commerce Bank may, in its sole discretion, involve in the provision of the Service. “Commerce Trust Company” is a division of Commerce Bank. CheckFree Services Corporation ("CheckFree") is an independent contractor with whom Commerce Bank has contracted to implement portions of the Service. “Metevante” is an independent contractor with whom Commerce Bank has contracted to implement Wealth Manager. The words “Customer,” "you" and "your" refer to each person subscribing to the Service and each person who uses the Service with the permission of the subscriber. “Business Account Administrator” refers to the person who subscribes to the Service on behalf of the Business and who uses the Services with the express knowledge and permission of the Business. If you are a Business Account Administrator, you warrant and represent that you have been granted unrestricted and express authority by the Business to enroll the Business in the Service, to access any and all information available via the Service relating to that Business, and to perform all permissible acts and Transactions available through the Service from time to time in relation to the Business Accounts. You further warrant and represent that (i) you are now, and will at all times while using the Service be, an authorized signer on all Business Deposit Accounts of the Business and (ii) you hereby enter into and agree to be bound by these Terms and Conditions, including the Small Business Online Banking Statement of Understanding attached hereto as Appendix 1, on behalf of and with the authority of the Business. If at any time the prior statements are not accurate, you agree to cease using the Service immediately. Commerce may terminate or restrict use of the Service at any time if it has reasonable belief that you are no longer authorize...
Sample 1
Wealth Manager means the Commerce Bank system that allows select Commerce Trust Company customers and their designated
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Related to Wealth Manager

  • Branch manager means the natural person who is in charge of and who is responsible for the business operations of a branch office of a licensee.

  • Asset Management Company/UTI AMC/AMC/Investment Manager means the UTI Asset Management Company Limited incorporated under the Companies Act, 1956, (1 of 1956) replaced by The Companies Act, 2013 (No. 18 of 2013) and approved as such by Securities and Exchange Board of India (SEBI) under sub-regulation (2) of Regulation 21 to act as the Investment Manager to the schemes of UTI Mutual Fund;

  • Asset Manager means the manager of each of the Series Assets as specified in each Series Designation or, its permitted successors or assigns, appointed in accordance with Section 5.10.

  • Asset Management Company/UTI AMC/AMC/Investment Manager means the UTI Asset Management Company Limited incorporated under the Companies Act, 1956, (1 of 1956) [replaced by The Companies Act, 2013 (No.18 of 2013)] and approved as such by Securities and Exchange Board of India (SEBI) under sub-regulation (2) of Regulation 21 to act as the Investment Manager to the schemes of UTI Mutual Fund.

  • Asset Management Company means an asset Management Company as defined in the Rules and Regulations.

  • Sub-Manager Any Person with which the Property Manager or the Special Servicer has entered into a Sub-Management Agreement.

  • The World Bank means the International Bank for Reconstruction and Development (IBRD) or the international Development Association (IDA).

  • Region Manager means the designated DNR staff person responsible for managing the affairs of DNR in designated large geographic areas. The Region Manager may perform the duties of the Contract Manager.

  • Relationship Manager means the individual who is appointed by us from time to time and notified to you in writing as your relationship manager in relation to the relevant services provided to you under these Terms and/or provided by our Associate;

  • Management Agent means the property management company which oversees the property management functions for the Apartment Housing and which is on-site at the Apartment Housing. The initial Management Agent shall be Xxxxxxxx Valley Management, Inc.

  • City’s Manager means a manager who at the relevant time carries such designation from the City under, or in accordance with, ARTICLE 5;

  • CLO Asset Manager means, with respect to any Securitization Vehicle that is a CLO, the entity that is responsible for managing or administering the underlying assets of such Securitization Vehicle or, if applicable, the assets of any Intervening Trust Vehicle (including, without limitation, the right to exercise any consent and control rights available to the Directing Holder).

  • Asset management means a systematic process of operating and maintaining the state system of

  • Operations Manager means each of the Company and Provider payroll, benefits and information technology representatives on the Operations Management Team as identified in Section 6.0 below.

  • State Management Committee means a Committee comprising representatives from the Confederation of Western Australian Industry, the Trades and Labor Council of Western Australia, Technical and Further Education (TAFE) and the relevant Federal and State Government Departments which approve traineeship arrangements by agreement of each of the parties. The State Management Committee may be established pursuant to the provisions of the Industrial and Commercial Training Act, 1975 or any amendment to or substitution of that Act, provided that any Committee or body established in lieu of the State Management Committee has the same representatives structure and decision making processes as that Committee.

  • Asset Management Plan means a plan created by the department and approved by the state transportation commission or a plan created by a local road agency and approved by the local road agency's governing body that includes provisions for asset inventory, performance goals, risk of failure analysis, anticipated revenues and expenses, performance outcomes, and coordination with other infrastructure owners.

  • Management Group means the group consisting of the directors, executive officers and other management personnel of the Issuer or any direct or indirect parent of the Issuer, as the case may be, on the Issue Date together with (1) any new directors whose election by such boards of directors or whose nomination for election by the shareholders of the Issuer or any direct or indirect parent of the Issuer, as applicable, was approved by a vote of a majority of the directors of the Issuer or any direct or indirect parent of the Issuer, as applicable, then still in office who were either directors on the Issue Date or whose election or nomination was previously so approved and (2) executive officers and other management personnel of the Issuer or any direct or indirect parent of the Issuer, as applicable, hired at a time when the directors on the Issue Date together with the directors so approved constituted a majority of the directors of the Issuer or any direct or indirect parent of the Issuer, as applicable.

  • Existing Manager means THR Property Management L.P.

  • General Manager means the Officer-in-Charge of the general superintendence and control of the Zonal Railway/Production Units and shall also include the General Manager (Construction) and shall mean and include their successors, of the Successor Railway.

  • CDO Asset Manager with respect to any Securitization Vehicle that is a CDO, shall mean the entity that is responsible for managing or administering a Note as an underlying asset of such Securitization Vehicle or, if applicable, as an asset of any Intervening Trust Vehicle (including, without limitation, the right to exercise any consent and control rights available to the holder of such Note).

  • UCITS management company means a management company as defined in Directive 2009/65/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS)1;

  • Manager has the meaning set forth in 2.1.

  • Airport Manager means that term as defined in section 2 of the aeronautics code of the state of Michigan, 1945 PA 327, MCL 259.2.

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • ISA Manager means Investec Bank plc.

  • Adviser means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;