Investment Strategy. 3.1 Your plan will be invested on a discretionary basis in accordance with your Objectives, as advised by you to us, subject always to the requirements of: • the agreements between us and ESL for the provision and operation of the Scheme; and • the Trust Deed and Rules. 3.2 ESL will direct the trustee to open an Account with us to manage the investments in your plan. By agreeing to these Additional Pension Terms you authorise ESL to give this instruction on your behalf. 3.3 The investments and money in your plan are held on the trustee's behalf using the custodian arrangements as described in this Agreement
Appears in 5 contracts
Samples: Client Agreement, Client Agreement, Client Agreement
