Investment Objectives and Limitations Sample Clauses

Investment Objectives and Limitations. Client agrees to provide Chelsea with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Chelsea will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Chelsea, all data and information that Chelsea may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Chelsea promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Chelsea promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. Client agrees to provide, and/or instruct Broker and Custodian to provide, GBM Wealth Management with information that may include, among other and upon GBM Wealth Management’s request at any time, a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Profile”). Client understands, acknowledges and represents it is aware that GBM Wealth Management will rely on the information contained in the Client Profile in managing the Assets in the Account. Client agrees to promptly furnish to GBM Wealth Management, all data and information GBM Wealth Management may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to GBM Wealth Management hereunder, and to this end, Client will promptly advise GBM Wealth Management of (i) any changes or modifications to Client's objectives or the Client Profile, and (ii) any specific investment restrictions relating to the Client Account.
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Investment Objectives and Limitations. Client agrees to provide Xxxxxxx with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Xxxxxxx will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Xxxxxxx, all data and information that Xxxxxxx may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Xxxxxxx promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Xxxxxxx promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. Client agrees to provide Xxxx Equity Management with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Xxxx Equity Management will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Xxxx Equity Management, all data and information that Xxxx Equity Management may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Xxxx Equity Management under the Agreement. To this end, Client will advise Xxxx Equity Management promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Xxxx Equity Management promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
Sample 1
Investment Objectives and Limitations. Client agrees to provide Compass Financial with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Information”). Client understands, acknowledges and represents that it is aware that Compass Financial will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Compass Financial, all data and information Compass Financial may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to Compass Financial under this Agreement. To this end, Client will advise Compass Financial promptly of (i) any changes or modifications to Client's objectives; and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Compass Financial promptly, in writing, if Client considers any investments recommended or made for the Account or any Client Account to violate such objectives or restrictions.
Sample 1
Investment Objectives and Limitations. The Account shall be managed in accordance with the investment objective(s) and guidelines set forth on Attachment A hereto (the “Investment Guidelines”) acknowledging that Manager shall be allowed a reasonable period of time to achieve compliance with the Investment Guidelines after initial funding or in the event of large contributions to or withdrawals from the Account. It shall be Client’s responsibility to advise Manager in a timely fashion in writing of any changes in the Investment Guidelines applicable to the Account as they may occur.
Sample 1
Investment Objectives and Limitations financial situation, investment objectives, investment portfolio, investment experience, investment time horizon, liquidity needs, risk tolerance, other investments, financial situation and needs, tax status, and any other information applicable to the Client, and has consulted with the Intermediary with respect to the decision to hire the Investment Manager as a discretionary manager for its assets and the Client, with the assistance of the Intermediary and the recommendation of the Intermediary, has determined that the Investment Manager and the Mandate selected are appropriate and suitable for the Client. It shall be responsibility to advise Manager of investment objectives and/or restrictions applicable to the Account and to notify Manager of any changes therein as they may occur.
Sample 1
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Investment Objectives and Limitations 
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Related to Investment Objectives and Limitations

  • Objectives and Commitments 7.1 The Objectives of the Parties to this Agreement are: (a) to promote fair, cooperative and productive workplace relations in the building and construction industry; (b) to provide a detailed set of agreed employment benefits, conditions, rights and obligations; (c) to explore the potential for innovation and new technologies; (d) to consider any benefits of alternative hours of work; (e) to support the establishment of consultative bodies to consider the impact of climate change on the working conditions in the industry; (f) to establish practices that support opportunities for a diversified workforce; (g) to support the implementation of highest possible levels of OHS practices, procedures and training; (h) to ensure that fair and equitable employment practices are applied in the workplace; (i) to improve efficiency in the workplace; (j) to provide for the establishment and observance of an effective disputes settlement procedure that involves Employees and their representatives, when requested, at the earliest stage of any dispute or potential dispute. 7.2 The Parties to this Agreement commit themselves to ensuring that: (a) The efficiency measures contained in this Agreement are implemented and lead to real gains in productivity. (b) The principles of industry modernisation are realised during the life of this Agreement (in accordance with Part 11). (c) Productivity gains will not be achieved at the expense of health and safety standards. (d) The disputes settlement procedures provided herein are strictly adhered to. (e) Employment should wherever possible be full time and on going.

  • OBJECTIVES OF THE AGREEMENT 7.1 The parties agree that key objectives of this agreement are; (a) to provide terms and conditions of employment commensurate with the challenges associated with working in the construction industry (b) to provide safe working conditions (c) to provide a functional work/life balance and a comfortable standard of living (d) providing a framework that seeks to maximise productivity and minimise lost time. 7.2 This shall be achieved through genuine communication, consultation, collaboration and a sensible and practical application of terms contained in this agreement.

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