Existing Portfolios Sample Clauses
The 'Existing Portfolios' clause defines how assets, investments, or accounts that were established prior to the effective date of an agreement are treated under the terms of that agreement. Typically, this clause clarifies whether such portfolios are included in the scope of the agreement, and may specify any exceptions, grandfathering provisions, or special handling for these pre-existing holdings. By addressing the status of existing portfolios, the clause ensures clarity and prevents disputes over whether prior assets are subject to new terms, thereby protecting the interests of both parties.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to the EQ/Common Stock Index Portfolio, EQ/AllianceBernstein International Portfolio, EQ/Large Cap Growth Index Portfolio, EQ/Quality Bond PLUS Portfolio, EQ/AllianceBernstein Small Cap Growth Portfolio, EQ/Large Cap Value PLUS Portfolio and EQ/Equity 500 Index Portfolio (each, a “Portfolio” and collectively, the “Portfolios”).
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to the Portfolios.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to EQ/PIMCO Ultra Short Bond Portfolio, EQ/PIMCO Global Real Return Portfolio, EQ/Quality Bond PLUS Portfolio and EQ/Real Estate PLUS Portfolio.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to the following Portfolios or an Allocated Portion of a Portfolio, as applicable: ATM International Portfolio, ATM Large Cap Portfolio, ATM Mid Cap Portfolio, ATM Small Cap Portfolio, AXA Tactical Manager 2000 Portfolio, AXA Tactical Manager 400 Portfolio, AXA Tactical Manager 500 Portfolio, AXA Tactical Manager International Portfolio, EQ/AllianceBernstein Dynamic Wealth Strategies Portfolio, EQ/AllianceBernstein Small Cap Growth Portfolio, EQ/Common Stock Index Portfolio, EQ/Equity 500 Index Portfolio, EQ/International Equity Index Portfolio, EQ/Large Cap Growth Index Portfolio, EQ/Large Cap Value PLUS Portfolio and EQ/Quality Bond PLUS Portfolio.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser for the Multimanager Core Bond Portfolio; Multimanager Large Cap Growth Portfolio; Multimanager Multi-Sector Bond Portfolio; and Multimanager Technology Portfolio.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to AXA Global Equity Managed Volatility Portfolio and AXA/▇▇▇▇▇▇ ▇▇▇▇▇▇▇ Small Cap Growth Portfolio.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser for the Multimanager Large Cap Value Portfolio.
Existing Portfolios. The Manager hereby reaffirms its appointment of the Adviser as the investment adviser to the EQ/Lord ▇▇▇▇▇▇ Growth and Income Portfolio and EQ/Lord ▇▇▇▇▇▇ Large Cap Core Portfolio.
Existing Portfolios. FMG LLC and the Trust have determined to amend the expense limitation for each class of the AXA/AB Dynamic Moderate Growth Portfolio, AXA/AB Dynamic Growth Portfolio, AXA/▇▇▇▇▇▇▇ ▇▇▇▇▇ Strategic Allocation Portfolio, AXA/Invesco Strategic Allocation Portfolio and EQ/Convertible Securities Portfolio (the “Portfolios”) to be inclusive of acquired fund fees so that the fees and expenses of other investment companies and exchange traded investment vehicles in which the Portfolios invest will be subject to the expense cap.
Existing Portfolios. The maximum annual operating expense limit for the CharterSM Moderate Portfolio has been revised.