Firm Services. The Firm provides investment advisory services to individuals, pension plans, endowments, foundations, and other institutional accounts (each, a “Client”; together, “Clients”).
Firm Services. The Firm will provide consultation addressing the specific financial planning and/or investment management issue according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is informed that information regarding specific issues not revealed to, or analyzed by, the Firm may have a direct impact on the suitability or accuracy of specific Firm recommendations. The terms of engagement are referenced in the Addenda.
Firm Services. Please see the Addendum following this Agreement for a description of the services the Firm will provide. The Firm will limit its analysis to those areas indicated. Please understand that the Firm does not provide comprehensive financial planning and that specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of recommendations given.
Firm Services. As part of the services contemplated in the Scope of Representation, the Firm will provide the following services: Form & Documentation Submission. The Firm, via its proprietary online system, will collect all information and documentation needed to prepare and file your application in a simplified and streamlined manner. The Firm will prepare all documentation for Clients’ signatures, and mail Clients’ application in a prompt manner, in accordance with its ethical obligations under the Virginia Rules of Professional Conduct. Included Forms. Forms included in the Scope of Representation include the following: • I-130, Petition for Alien Relative • I-130a, Supplemental Information for Spouse Beneficiary • I-485, Application to Register Permanent Residence or Adjust Status • I-765, Application for Employment Authorization • I-864, Affidavit of Support • I-864a, Contract Between Sponsor and Household Member • I-944, Declaration of Self-Sufficiency For the purposes of this agreement, Form I-864 may be filled out for only two individuals, the Petitioner and one joint sponsor. Applications requiring more than one joint sponsor are outside the scope of this agreement.
Firm Services. Subject to the satisfaction or waiver of the conditions set forth in Section 3 and the termination rights set forth in Section 4, Customer and Owner shall perform their respective obligations pursuant to the terms described in this Agreement if and when the Storage Facility is placed In-Service. The term “In-Service” is defined as the date on which the Storage Facility, including all associated and appurtenant pipeline facilities, interconnection equipment, operational equipment and overall construction are ready to commence natural gas storage services to Customer pursuant to a Storage Service Agreement between Customer and Owner evidencing their respective obligations with respect to the storage service arrangements. A “Storage Service Agreement” is defined as the storage service agreement including an appendix FSS as approved by the CPUC and set forth in the Storage Facility Tariff. The “Storage Facility Tariff” is defined as the Owner’s CPUC-approved tariff. Owner shall use commercially reasonable efforts to provide at least seven (7) days prior written notice to Customer of the In-Service date. The Parties shall execute a Storage Service Agreement within seven (7) days after Customer receives notice from Owner that all of the conditions set forth in Section 3 have been satisfied. The Storage Service Agreement shall contain the terms and conditions set forth in this Agreement on Exhibit A and be subject to the terms and conditions of the Storage Facility Tariff to be filed with, and ultimately approved by, the CPUC.
Firm Services. The Firm is providing solely portfolio management services pursuant to a Performance Fee Agreement as noted in the appropriate Addendum. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.
Firm Services. The Firm will provide advisory services addressing the specific issue or issues you request in the appropriate Addendum. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.
Firm Services. The Firm will provide consultations addressing the specific issue or issues you request in Addendum A. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. The Client understands that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given. The Firm’s recommendations and services conclude upon the delivery of the Firm’s advice or plan, however, the Client is encouraged to re-engage the Firm in the future. The Firm will not be obligated under this Agreement to monitor Client accounts or otherwise provide future services.
Firm Services. The Firm will provide services addressing the specific issue or issues you request in the appropriate Addendum. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your investment objectives. The Client is hereby informed that information regarding specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of specific recommendations given.
