Advisory Services - Suitability Sample Clauses

Advisory Services - Suitability. In providing our Advisory Services, we are required to provide you with a suitability statement before you commit to a transaction. You confirm that if we provide you with our advice and you instruct us to enter into a transaction over the telephone or by some other means of distance communication that prevents the prior delivery of a suitability statement we may provide you with our suitability statement after you have been committed to the transaction. You will, however, also be given the option of delaying the transaction. For the purposes of our Premium and Advisory Pro Service, we shall monitor and review the suitability of your Portfolio on an on-going basis. In so doing, we shall advise you on the suitability of the instruments held in your Portfolio on a regular basis. However, as stated in section 5.1 above, the decision as to whether to accept or reject our advice is yours entirely. Accordingly, we cannot accept any responsibility for the suitability of instruments held in your Portfolio should you not have accepted our recommendations in this regard. We will use reasonable endeavours to give you advice so that you achieve your Investment Objectives, but we will not be responsible if your Investment Objectives are not achieved, whether or not you acted upon our recommendations. In providing Advisory Services we will complete an annual review of your personal & financial circumstances to ensure that your financial circumstances remain the same.
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Related to Advisory Services - Suitability

  • Advisory Services The Advisor shall act as investment advisor for the Funds and shall, in such capacity, supervise all aspects of the Funds' operations, including the investment and reinvestment of cash, securities or other properties comprising the Funds' assets, subject at all times to the policies and control of the Board of Trustees. The Advisor shall give the Trust and the Funds the benefit of its best judgment, efforts and facilities in rendering its services as investment advisor.

  • Monitoring Services IDT staff shall, using methods that include face-to-face and other contacts with the member, monitor the services a member receives. This monitoring shall ensure that:

  • CONSTRUCTION AND RELATED ENGINEERING SERVICES A. General construction work for buildings (CPC 512) 1) Unbound* 2) None 3) None 1) Unbound* 2) None 3) None

  • Professional Services Fees You agree to pay us the professional services fees in the amounts set forth in the Investment Summary. Those amounts are payable in accordance with our Invoicing and Payment Policy. You acknowledge that the fees stated in the Investment Summary are good-faith estimates of the amount of time and materials required for your implementation. We will bill you the actual fees incurred based on the in-scope services provided to you. Any discrepancies in the total values set forth in the Investment Summary will be resolved by multiplying the applicable hourly rate by the quoted hours.

  • Outside Services Consultant shall not use the service of any other person, entity, or organization in the performance of Consultant’s duties without the prior written consent of an officer of the Company. Should the Company consent to the use by Consultant of the services of any other person, entity, or organization, no information regarding the services to be performed under this Agreement shall be disclosed to that person, entity, or organization until such person, entity, or organization has executed an agreement to protect the confidentiality of the Company’s Confidential Information (as defined in Article 5) and the Company’s absolute and complete ownership of all right, title, and interest in the work performed under this Agreement.

  • Bidding Services 1. City of Laramie will employ electronic bidding services through Quest CDN. The Engineer will be responsible to provide the City of Laramie with PDF files of all plan sets and project manuals relevant to the project.

  • Coordination of Services Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.

  • Laboratory Services Covered Services include prescribed diagnostic clinical and anatomic pathological laboratory services and materials when authorized by a Member's PCP and HPN’s Managed Care Program.

  • Related Services Licensee shall be responsible for obtaining and installing all proper hardware and support software (including operating systems) and for proper installation and implementation of and training concerning the Licensed Software. In the event that Licensee retains Licensor to perform any services with respect to the Licensed Software (for example: installation, implementation, maintenance, consulting and/or training services), Licensee and Licensor agree that such services shall be subject to Licensor’s then current standard terms, conditions and rates for such services unless otherwise agreed in writing by Licensor.

  • Hospice Services Services are available for a Member whose Attending Physician has determined the Member's illness will result in a remaining life span of six months or less.

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