Services of the Advisor Sample Clauses

Services of the Advisor. (a) The Advisor agrees to perform scientific advisory services for the Corporation as a member of its Scientific Advisory Board and shall provide consultant services, devoting such time, attention, knowledge and skill as reasonably requested by the Corporation's Board of Directors or their designee, and as the interests, needs, business or opportunities of the Corporation shall require, at such time and place as the Corporation's Board of Directors or their designee shall reasonably request (the "Services"), for a period of three (3) years, unless earlier terminated in accordance with Section 3 (the "Services Period"). The Services Period may be extended for additional one (1) year periods upon the written agreement of the parties hereto.
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Services of the Advisor. Subject to any limitations imposed by applicable law or regulation, the Advisor shall render or cause to be rendered operational, management, consulting, accounting and financial services to the Company and the other members of the Nation Group as requested from time to time by the Board of Directors of the Company (the “Board”) and agreed to by the Advisor, which services may include advice and assistance concerning any and all aspects of the operations, planning and financing of the Company and the other members of the Nation Group and conducting relations on behalf of the Company or the other members of the Nation Group with accountants, attorneys, financial advisors and other professionals. The Advisor shall provide and devote to the performance of this Agreement such time and resources of the Advisor as the Advisor shall deem appropriate to the furnishing of the services hereunder. In addition, the Advisor shall, as requested by the Board and agreed to by the Advisor, render advice and expertise in connection with any acquisitions or dispositions undertaken by the Company or the other members of the Nation Group.
Sample 1
Services of the Advisor. Advisor shall provide the following services to the Client on an ongoing basis: Assist in articulating your goals, objectives and values. Prepare an annual Net Worth Statement. Prepare a Statement of Cash Flow. Assist in the transfer of investment accounts currently custodied at to TD Waterhouse a custodial firm. Develop an Investment Policy Statement in concert with your goals. Implement investment recommendations as outlined in the Investment Policy Statement. Place trades in your accounts as discussed and approved or requested by you. Provide portfolio management services. Provide recommendations for annual contributions to IRAs and other retirement plans. Prepare education cost analysis and provide savings vehicle recommendations. Review your personal and trust tax returns and provide tax planning advice. Provide insurance advice, as needed, and assist in implementing recommendations. Provide estate planning guidance and assist in the implementation of any recommendations. Prepare cash flow and retirement projections and analysis as needed. Participate in a discussion about alternative housing options; review the financial ramifications. Provide advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need.
Sample 1
Services of the Advisor. Advisor shall provide the following services to the Client on an on-going basis: - Assist in articulating your objectives and values. - Develop an Investment Statement in concert with your objective. - Investment recommendations on the fee based model. - Review the investment Plan with assessment of investment objective. - Provide estate planning guidance and assist in the implementation of any recommendations. if needed - Provide insurance advice, if needed. - Advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need, if needed. Services will start after receiving all the related documents. For this clause, the advisor holds the discretionary power to execute this clause.
Sample 1
Services of the Advisor. Advisor shall provide the following services to the Client on an hourly basis: Assist in articulating your goals, objectives, values. Prepare a Net Worth Statement. Prepare a Statement of Cash Flow. Prepare cash flow and retirement projections and analysis as needed. Review your investments and provide recommendations. Review your personal tax returns and provide tax planning advice. Provide insurance advice, as needed. Provide estate planning guidance. Provide advice and recommendations in other areas of financial planning in which Advisor or Client identifies a need.
Sample 1
Services of the Advisor 
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Related to Services of the Advisor

  • Services of the Adviser The Adviser represents and warrants that it is registered as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”) and will maintain such registration for so long as required by applicable law. Subject to the general supervision of the Board of the Trust, the Adviser shall provide the following advisory, management, and other services with respect to the Series:

  • Services of the Manager The Manager represents and warrants that it is registered as an investment adviser under the Investment Advisers Act of 1940 and will maintain such registration for so long as required by applicable law. Subject to the general supervision of the Board of Directors of the Fund, the Manager shall provide the following advisory, management, and other services with respect to the Series:

  • Services of the Administrator Subject to the general supervision of the Board of Directors of the Fund, the Administrator shall provide the following administrative services:

  • Services of Adviser The Adviser shall perform, or arrange for the performance of, the management services necessary for the investment operations of each Fund, including but not limited to:

  • Services of Sub-Adviser The Sub-Adviser shall perform all services necessary for the management of the portfolio investments of each Fund, including but not limited to:

  • PORTFOLIO MANAGEMENT SERVICES OF THE SUB-ADVISER The Sub-Adviser is hereby employed and authorized to select portfolio securities for investment by the Series, to purchase and to sell securities for the Series Account, and upon making any purchase or sale decision, to place orders for the execution of such portfolio transactions in accordance with Sections 6 and 7 hereof and Schedule A hereto (as amended from time to time). In providing portfolio management services to the Series Account, the Sub-Adviser shall be subject to and shall conform to such investment restrictions as are set forth in the 1940 Act and the rules thereunder, the Internal Revenue Code, applicable state securities laws, applicable statutes and regulations of foreign jurisdictions, the supervision and control of the Board of Trustees of the Fund, such specific instructions as the Board of Trustees may adopt and communicate to the Sub-Adviser, the investment objective, policies and restrictions of the Fund applicable to the Series furnished pursuant to Section 5 of this Agreement, the provisions of Schedule A and Schedule B hereto and other instructions communicated to the Sub-Adviser by the Adviser. The Sub-Adviser is not authorized by the Fund to take any action, including the purchase or sale of securities for the Series Account, in contravention of any restriction, limitation, objective, policy or instruction described in the previous sentence. The Sub-Adviser shall maintain on behalf of the Fund the records listed in Schedule B hereto (as amended from time to time). At the Fund's reasonable request, the Sub-Adviser will consult with the Fund or with the Adviser with respect to any decision made by it with respect to the investments of the Series Account.

  • Other Activities of the Advisor Except as set forth in this Section 14 , nothing herein contained shall prevent the Advisor or any of its Affiliates from engaging in or earning fees from other activities, including the rendering of advice to other Persons (including other REITs) and the management of other programs advised, sponsored or organized by the Sponsor or its Affiliates; nor shall this Agreement limit or restrict the right of any director, officer, member, partner, employee or stockholder of the Advisor or any of its Affiliates to engage in or earn fees from any other business or to render services of any kind to any other Person and earn fees for rendering such services; provided, however , that the Advisor must devote sufficient resources to the Company’s business to discharge its obligations to the Company under this Agreement. The Advisor may, with respect to any investment in which the Company is a participant, also render advice and service to each and every other participant therein, and earn fees for rendering such advice and service. Specifically, it is contemplated that the Company may enter into Joint Ventures or other similar co-investment arrangements with certain Persons, and pursuant to the agreements governing such Joint Ventures or arrangements, the Advisor may be engaged to provide advice and service to such Persons, in which case the Advisor will earn fees for rendering such advice and service. The Advisor shall report to the Board the existence of any condition or circumstance, existing or anticipated, of which it has knowledge, which creates or could create a conflict of interest between the Advisor’s obligations to the Company and its obligations to or its interest in any other Person. If the Advisor, Director or Affiliates thereof have sponsored other investment programs with similar investment objectives which have investment funds available at the same time as the Company, the Advisor shall inform the Board of the method to be applied by the Advisor in allocating investment opportunities among the Company and competing investment entities and shall provide regular updates to the Board of the investment opportunities provided by the Advisor to competing programs in order for the Board (including the Independent Directors) to fulfill its duty to ensure that the Advisor and its Affiliates use their reasonable best efforts to apply such method fairly to the Company.

  • Activities of the Adviser The services of the Adviser to the Fund hereunder are not to be deemed exclusive, and the Adviser and any of its affiliates shall be free to render similar services to others. Subject to and in accordance with the Agreement and Declaration of Trust and By-Laws of the Trust and Section 10(a) of the 1940 Act, it is understood that trustees, officers, agents and shareholders of the Trust are or may be interested in the Adviser or its affiliates as directors, officers, agents or stockholders; that directors, officers, agents or stockholders of the Adviser or its affiliates are or may be interested in the Trust as trustees, officers, agents, shareholders or otherwise; that the Adviser or its affiliates may be interested in the Fund as shareholders or otherwise; and that the effect of any such interests shall be governed by said Agreement and Declaration of Trust, By-Laws and the 1940 Act.

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