Custodian of record definition

Custodian of record means an authorized individual employed by the Department or office who has physical custody and control of licensing records.
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Custodian of record. The Custodian of Record for the Account(s) is: INTERACTIVE BROKERS Investment Authority. Under this Agreement, the Firm will provide its services under: (Initial One) Discretionary Authority. Via limited power of attorney, discretionary basis (authority) allows the Firm to implement investment decisions, such as the purchase or sale of a security on behalf of the Client’s Account, without requiring the Client’s prior authorization for each transaction in order to meet stated Account objectives. The Firm will allow for reasonable restrictions involving the management of the Account as annotated within the Client’s written investment guidelines. The Client may amend Account authority by providing the Firm revised written instruction. The Custodian of Record will specifically limit the Firm’s authority in the Account to the placement of trade orders.
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Custodian of record. The Custodian of Record for the Account(s) is TD Ameritrade Institutional.
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Examples of Custodian of record in a sentence

  • The Union, as the Custodian of Record, will maintain the written, electronic and recorded oral authorization records and will provide copies of such records to the Employer upon request.

  • It will also be necessary that the Firm informs the Custodian of Record that the relationship between Parties has been terminated.

  • The Firm’s return of payment to the Client for its financial planning services will be completed via check from the Firm’s US-based financial institution, and the Firm will coordinate remuneration of any asset-based fees to the Client’s investment account via the Custodian of Record.

  • If the Firm is unable to deduct its fee from the Client’s account at the Custodian of Record, then the Firm’s earned fees will be due upon the Client’s receipt of Firm invoice.

  • The Custodian of Record will specifically limit the Firm’s authority within the Client’s account to the placement of trade orders and the request for the deduction of advisory fees.

  • A copy of the AGENCY employee’s Custodian of Record confirmation letter must also be furnished to BCOE for official recordkeeping.

  • The Firm will inform the Custodian of Record that the relationship between the Firm and the Client has been terminated.

  • In jurisdictions where required, the Firm will concurrently send the Client and Custodian of Record an invoice (notice) each billing period that describes the advisory fee to be deducted from the Client’s account at the Firm’s request.

  • The Custodian will remit advisory fees directly to the Firm and any deducted fees are noted on account statements the Client receives directly from the Custodian of Record.

  • By signing this Addendum and selecting this option, as well as the Custodian of Record account opening documents, the Client will be authorizing the withdrawal of advisory fees from their account.


More Definitions of Custodian of record

Custodian of record means contracted fiscal custodian, official holder of assets.
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Related to Custodian of record

  • Owner of record The meaning set forth in the System Description.

  • Version of Record is defined as the final version of the Contribution as originally published, and as may be subsequently amended following publication in a contractually compliant manner, by or on behalf of the Publisher. Any linking, collection or aggregation of self-archived Contributions from the same Work is strictly prohibited. Appendix “Author’s Reuse Rights” The Publisher acknowledges that the Author retains the ability to copy, distribute or otherwise reuse the Contribution, without the requirement to seek specific prior written permission from the Publisher, (“Reuse”) subject to and in accordance with the following provisions: (a) Reuse of the Contribution or any part of it is permitted in a new edition of the Work or in a new monograph or new textbook written by the same Author provided that in each case the new work is published by the Publisher under a publishing agreement with the Publisher; and (b) Reuse of the Version of Record (as defined below) of the Contribution or any part of it is permitted in a thesis written by the same Author, and the Author is entitled to make a copy of the thesis containing content of the Contribution available in a repository of the Author’s awarding academic institution, or other repository required by the awarding institution; an acknowledgement should be included in the citation: “Reproduced with permission from Springer Nature”; and (c) any other Reuse of the Contribution in a new book, book chapter, proceedings or journal article, whether published by the Publisher or by any third party, is limited to three figures (including tables) or a single text extract of less than 400 words; and (d) any further Reuse of the Contribution is permitted only to the extent and in so far as is reasonably necessary: (i) to share the Contribution as a whole to no more than 10 research colleagues engaged by the same institution or employer as the Author for each colleague's personal and private use only; (ii) for classroom teaching use by the Author in their respective academic institution provided that the Contribution or any part of it is not included in course packs for sale or wider distribution to any students, institutions or other persons nor any other form of commercial or systematic exploitation; or (iii) for the Author to use all or parts of the Contribution in the further development of the Author's scientific and/or academic career, for private use and research or within a strictly limited circulation which does not allow the Contribution to become publicly accessible nor prejudice sales of, or the exploitation of the Publisher's rights in, the Contribution (e.g. attaching a copy of the Contribution to a job or grant application).

  • Custodian Agreement means any Custodian Agreement from time to time in effect between the Custodian named therein and the Trust Collateral Agent, as the same may be amended, supplemented or otherwise modified from time to time in accordance with the terms thereof, which Custodian Agreement and any amendments, supplements or modifications thereto shall be acceptable to the Controlling Party (the Custodian Agreement which is effective on the Closing Date is acceptable to the Controlling Party).

  • Retailer of Record means the Retailer who is listed in EDTI’s records through the procedures outlined in its Terms and Conditions for Distribution Access Service, and thereby recognized by EDTI and the Settlement System Code, as a particular Customer’s Retailer for a Point of Service at a particular time;

  • Lot of record means any lot, the description of which is properly recorded with the Register of Deeds, which at the time of its recordation complied with all applicable laws, ordinances, and regulations.

  • Custodian of a government record or "custodian" means in the

  • Teacher of record means a teacher who meets all of the following:

  • Customer of Record means the person that applies for utility service and is identified in the account records of a public utility as the person responsible for payment of the public utility bill. A customer may or may not be an end user, as defined herein.

  • Architect of Record means the architect licensed by the State who has the contract responsibility for the Project, who designs and prepares the construction documents from which the building is constructed, and who signs the required documents.

  • Shareholder of Record means the record owner of shares issued by an Investment Company or, in the case of joint ownership of such shares, all record owners, as designated (1) in the initial account application, or (2) in writing accompanied by a signature guarantee, or (3) pursuant to procedures as set forth in the Application.

  • Broker Dealer of Record means GWM Limited or any successor or replacement thereto or any other entity appointed as broker dealer of record in accordance with the terms of the Broker Dealer of Record Agreement.

  • Custodian Account means an account subject to a Custodian Agreement.

  • Custodian Fee As to any Distribution Date and each Mortgage Loan, an amount equal to the product of the Custodian Fee Rate and the outstanding Stated Principal Balance of such Mortgage Loan as of the first day of the related Due Period. “Custodian Fee Rate”: 0.002% per annum.

  • Custodian bank means as defined in section 515.35.

  • Address of record means the designated address recorded

  • Official record means the record prepared and maintained by the department for each offender and juvenile received into the physical care and custody of the department. The record shall include, but is not limited to, written, printed, or electronic materials, documents, or data pertaining to services, programs, and all other official actions performed on behalf of that offender or juvenile. These records are identified by the same offender or juvenile name as received on the commitment order, assigned a department number as an identifier, and compiled and maintained as part of an

  • Indian custodian means any Indian person who has legal custody of an Indian child under tribal law or custom or under State law or to whom temporary physical care, custody, and control has been transferred by the parent of such child;

  • Public record or "public records" shall mean all documents, papers, letters, maps, books, photographs, films, sound recordings, magnetic or other tapes, electronic data-processing records, artifacts, or other documentary material, regardless of physical form or characteristics, made or received pursuant to law or ordinance in connection with the transaction of public business by any agency of North Carolina government or its subdivisions. Agency of North Carolina government or its subdivisions shall mean and include every public office, public officer or official (State or local, elected or appointed), institution, board, commission, bureau, council, department, authority or other unit of government of the State or of any county, unit, special district or other political subdivision of government.

  • Electronic Record and “Electronic Signature” shall have the meanings assigned to them, respectively, by 15 USC §7006, as it may be amended from time to time.

  • Authorized distributor of record means a pharmaceutical wholesaler with whom a manufacturer has established an ongoing relationship to distribute the manufacturer's prescription drugs. An ongoing relationship is deemed to exist between such pharmaceutical wholesaler and a manufacturer, as defined in Section 1504 of the Internal Revenue Code, when the pharmaceutical wholesaler has a written agreement currently in effect with the manufacturer evidencing such ongoing relationship, and the pharmaceutical wholesaler is listed on the manufacturer's current list of authorized distributors of record.

  • Official Records means the Official Records of the Office of the County Recorder for San Diego County, California.

  • Relevant Record Date means the date on which a Bondholder’s ownership of Bonds shall be recorded in the CSD as follows:

  • Electronic Tracking Agreement means an Electronic Tracking Agreement among Buyer, Seller, MERS and MERSCORP, Inc., to the extent applicable as the same may be amended from time to time.

  • Email address of record means the designated email

  • If recorded means if the data is recorded in non-volatile memory for the purpose of subsequent downloading.

  • s Record Subrecipient’s records shall be sufficient to: