Common use of Investment Advisors and Investment Managers Clause in Contracts

Investment Advisors and Investment Managers. An Investment Entity established in Poland that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 2 contracts

Samples: International Tax Compliance Agreement, International Tax Compliance Agreement

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Investment Advisors and Investment Managers. An Investment Entity established in Poland Slovenia that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 2 contracts

Samples: International Tax Compliance Agreement, International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland Serbia that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 2 contracts

Samples: International Tax Compliance Agreement, International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland Hungary that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 2 contracts

Samples: International Tax Compliance Agreement, International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland the Slovak Republic that is a Financial Institution solely because it it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 1 contract

Samples: International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland the Slovak Republic that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 1 contract

Samples: Agreement to Improve International Tax Compliance

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Investment Advisors and Investment Managers. An Investment Entity established in Poland the Hellenic Republic that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 1 contract

Samples: International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland Montenegro that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 1 contract

Samples: International Tax Compliance Agreement

Investment Advisors and Investment Managers. An Investment Entity established in Poland the Czech Republic that is a Financial Institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

Appears in 1 contract

Samples: International Tax Compliance Agreement

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