Common use of Discretionary Services Provided by Investment Manager Clause in Contracts

Discretionary Services Provided by Investment Manager. The Investment Manager you select will provide you with discretionary asset management services according to the investment strategy you select and the related investment objectives, and Reasonable Restrictions you may impose on the management of your Access Account(s). The Program is managed by Envestnet and Strategist pursuant to agreements entered into by Envestnet and Strategist. Generally, the Master Services Agreement between Envestnet and Sponsor, as well as the Strategist Management Agreement between Envestnet and Strategist will govern the provision of these services. As a discretionary investment advisory service, client-directed trading is not permitted in your Account.

Discretionary Services Provided by Investment Manager. The Investment Manager Envestnet and the Strategist you select transfer will provide you with discretionary asset management services according to the investment strategy you select transfer and the related investment objectives, and Reasonable Restrictions you may impose on the management of your Access Account(s). The Access Account Program is managed by Envestnet and Strategist pursuant to agreements entered into by Envestnet and Strategist. Generally, the Master Services Agreement between Envestnet and Sponsor, as well as the Strategist Management Agreement between Envestnet and Strategist will govern the provision of these services. As a discretionary investment advisory service, client-directed trading is not permitted in your Access Account.