Account Management Services. The Client hereby appoints 99rises as its investment adviser and grants us limited power of attorney with discretionary trading authority to manage and trade the assets in your Account (the “Services”). 99rises accepts that appointment under the terms and conditions of this Agreement. 99rises will not provide investment advice other than the Services described in this Agreement. You acknowledge that: (i) 99rises will deliver the Services exclusively through the 99rises API on one or more mobile devices and/or xxx.00xxxxx.xxx (the “99rises Website”) (collectively, including any updates and replacement or supplement to them, the “99rises App”); (ii) 99rises will not provide Services in person, over the phone, or through any other medium, other than through the 99rises App (see detailed information concerning the 99rises App on the 99rises Website); and (iii) you will not be entitled or able to hold securities in your Account other than the securities selected by 99rises. You may contact 99rises by phone or email during its business hours regarding technical questions about the 99rises App. However, to comply with our regulatory obligations, we will not elaborate or expand upon the investment advice provided through the 99rises App. You will have an opportunity to communicate through the 99rises App. Through the 99rises App, you will provide us information about yourself (including your employment and marital status, income and net assets, investment goals and reasons to invest, time horizon and risk attitudes), and, upon assessing your information, 99rises will determine your risk profile and propose a portfolio plan for you (your “Portfolio”). You authorize us, without prior consultation, consent or approval, to give instructions to Tradier to implement securities transactions for your Account. Our authority will include the ability to: (i) buy, sell and trade United States equity securities; (ii) invest in and trade ETFs; (iii) employ hedging strategies, including sell securities short; (iv) periodically rebalance your portfolio; and (v) implement all of the above based on 99rises’ systematic (algorithmic) portfolio model. You also authorize us to deliver to Tradier (or any other securities brokerage firm executing transactions on behalf of the Accounts) a copy of this Agreement as evidence of the authority of 99rises to act for and on behalf of your Account. You acknowledge that 99rises does not provide: (i) comprehensive financial planning services, and ...
Account Management Services. (i) First Data shall enable RCSI to develop and maintain on the First Data System as many different types of Designated Account pricing terms as RCSI determines, and in doing so, provide requested assistance to RCSI. These pricing terms shall include interest charges, income options, penalty fees, and payment options. RCSI shall be able to change the values within the set of existing First Data System parameters that define the pricing terms on-line or without having to incur any fees. Such functionality shall, as of the Effective Date, be made available to RCSI through, in part, the First Data On-Line Product Control File Management System.
(ii) First Data shall enable RCSI to assign a separate pricing strategy to each individual Designated Account. The individual pricing strategies shall include RCSI-defined values for the following pricing parameters:
(A) interest charges;
(B) income options (e.g., annual fees, item charges);
(C) penalty fees (e.g., late fees, overlimit fees);
(D) payment options (e.g., skip payment, fixed payment); and
(E) rebates, bonus points and rewards. Such functionality shall, as of the Effective Date, be made available to RCSI through, in part, the First Data “Account Level Processing Services,” “Transaction Level Processing Services” and “Transaction Level Rewards Services”.
(iii) First Data shall enable RCSI to assign unique terms, conditions and processing options to different types of Designated Account transactions, and in doing so provide requested assistance to RCSI. These terms shall include such features as billing promotions, interest rates, fees, special terms on balance transfers, rebates and discounts on qualified purchases. First Data shall enable RCSI to make such offers through consumer agreements, letters, statement inserts, or statement messages. Such functionality shall, as of the Effective Date, be made available to RCSI through, in part, the First Data Transaction Level Processing Services.
(iv) First Data shall enable RCSI to design and implement an unlimited number of simultaneous reward, rebate, bonus and transaction pricing programs and offer Cardholders value propositions such as introductory rates, Table of Contents interest-free balance repayment periods and reduced fees. Each Cardholder transaction shall be able to qualify for such programs, as determined by RCSI. RCSI shall be able to determine and define transaction and Account eligibility, calculation, and reward distribution. Such functionality s...
Account Management Services. 2.1 Contract Review
2.1.1 Perform contract and Benefit Booklet review for each brokered plan Annually
2.2.1 Employee meetings and/or benefit fairs will be limited to a maximum of (1) one per fifty (50) employees Annually
2.2.2 Benefit fairs may be selected in lieu of employee meetings and will be limited to (1) per 100 benefit eligible employees. Annually 2.3.1 Consolidated Benefit Summary Annually 2.3.2 USI Insider and Health & Wellness articles Monthly 2.3.3 Service Calendar Annually 2.3.4 Technical Bulletins As appropriate
Account Management Services. The Client hereby appoints Next Financial as its investment adviser and grants us limited power-of-attorney with discretionary trading authority to manage and trade the assets in your Investment Account (the “Services”). We accept that appointment under the terms and conditions set forth in this Agreement. Next Financial will not provide investment advice other than the Services described in this Agreement. You acknowledge that Next Financial will deliver the Services predominantly through a mobile application (the “Copper app”). For questions about the Copper app, you may contact Next Financial by email at xxxxxxx@xxxxxxxxx.xxx during its business hours regarding technical questions. Through the Copper app, you or an Authorized User (as defined below) must provide us information including your age, income and liquid net worth, investment objectives, investment time horizon, and risk tolerance (the “Investment Profile”). Upon evaluating the information provided in the Investment Profile, Next Financial will make securities recommendations (“Recommendations”), based solely off of the Investment Profile, consisting of curated lists of United States (“U.S.”) exchange-traded funds (“ETFs”), sorted according to risk assigned by the Firm. When you deposit funds into your Investment Account, we will allocate these funds to one of our three model-portfolios according the information you provide in your Investment Profile. We will then facilitate securities transactions for your Investment Account on a discretionary basis. You authorize us, with your prior consultation, consent or approval through the Copper app, to give instructions to Custodian to facilitate securities transactions for your Investment Account. Our authority will include the ability to: (i) buy, sell and trade U.S. equity securities and ETFs. In addition, Next Financial shall have the authority in connection with its provision of advisory services under this Agreement (i) to determine when, how often, and in what amounts to invest or reinvest dividends in your Investment Account; (ii) to determine the timing of purchases in relation to deposits; and (iii) to determine the timing of sales and withdrawals in relation to requests for withdrawals or transfers. You will have the ability to implement reasonable restrictions on the management of your Investment Account, subject to our discretion. If we determine that a particular restriction is unreasonable, or we are not able to support such restriction...
Account Management Services. The Bank offers several Services that allow you to manage your accounts and access related information and documents (“Account Management Services”). For security reasons, the data and information you may access through the Account Management Services are provided from a system separate and apart from the Bank’s core data processing system. You acknowledge and agree that, in the event of any discrepancy between information retrieved using the Account Management Services and the Bank’s core data processing system, the information from our core system shall be considered the information of record and will be assumed to be accurate.
Account Management Services. Contractor shall be responsible for:
a. Providing a dedicated account manager as the primary contact for the Department. The account manager must participate on the implementation team and coordinate, troubleshoot, advance, and track the State’s interests and requests throughout the organization.
b. Providing a designated Account Management Team that shall include an executive sponsor, an account manager, claims manager, and customer service manager. While it is not mandatory, it is the Department’s preference to have a dedicated Account Management Team.
c. Providing a written list of its Account Management Team members within ten (10) Calendar Days of contract execution. Changes to the individuals listed shall be sent to the Department in writing within ten (10) calendar days of the change.
d. The Account Management Team must be able to devote the time and resources needed to successfully manage the account including being available for frequent telephonic, email, and on-site consultation, if necessary.
e. Promptly notifying the Department in the replacement of personnel to the Account Management Team assigned to this Contract.
f. Providing access to tools and resources (e.g., eligible expense list, rules, and regulations) electronically.
g. Providing dedicated implementation and customer service teams for the SOF program.
h. Providing the ability for Department to customize email notifications and alerts to Participants.
i. Establishing a toll-free telephone number, website, and mobile-optimized website that Members may access to obtain information about the HRA Program and Shared Savings Program.
j. Managing level 1 appeals based on parameters established by the Department.
k. Participating in the Department-sponsored Open Enrollment benefits fairs throughout Florida. Contractor shall be responsible for all costs associated with participating in benefit fairs, including travel.
l. Ensuring all aspects of the State’s HRA Program is administered in accordance with the Internal Revenue Code (IRC).
m. Notifying the Department when HRA plan changes are being contemplated by the Federal government and when changes are implemented (including HRA plan rules and contribution limits), including actual regulatory notices.
n. Providing subject matter expertise regarding compliance with the IRC and regulations governing HRA administration.
o. Providing and supporting the following State plan documents and forms as applicable and required by the IRC and governing reg...
Account Management Services. This portion of BOPonline will enable you to obtain account information and conduct various banking transactions as follows: retrieve daily account balances, obtain daily account transaction details, utilize the electronic check register, and initiate transfer of funds between your designated BOP accounts.
Account Management Services. Provide oversight and coordination of all services provided through this Contract.
Account Management Services. Act as central point of contact for all issues relating to service or performance • Interface with MDI management on planning issues • Provide cost estimates for time and material projects • Facilitate the escalation of issues from MDI management
Account Management Services. 3.1 Party A uses Party B’s account management services, and Party A and its members use the fund custody accounts opened by the cooperative bank. If Party A opens a custody account with a bank in its own name, in order to ensure the smooth development of business, Party A must hand over the digital certificate issued by the custody bank to Party B for safekeeping. Party B will provide Party A with a dedicated digital certificate for communication with Party A’s custody bank for the purpose of this Agreement.
3.2 Party B provides information transmission services for member application for opening, revoking, using virtual accounts and their linked withdrawal accounts. Party B receives member instructions and information confirmed by Party A, and transmits them to Party C or the cooperative bank. Party A is responsible for the authenticity, accuracy, legality and validity of all information submitted. Based on this information, Party B will register the information in the system and provide Party A with feedback on the processing results.
3.3 Party B’s system provides services such as opening and revoking accounts, linking withdrawal accounts, freezing and unfreezing account funds, and online transaction details query services. The cooperative bank can provide bank vouchers for the fund transfers between virtual accounts of members. The specific services are subject to the descriptions provided by the bank in real-time.
