Making an investment. 3.1. This Agreement comes into force on the date that the Manager accepts the Investor’s Application Form. An Application Form is accepted when recorded on the register of applications maintained by the Manager.
3.2. An Application Form must be properly completed and executed by the Investor and received by the Manager before acceptance as an Investor. The specific details of acceptance to the Service are set out on pages 14 and 15 of the Brochure.
3.3. Where the Investor submits an Application Form which is accepted by the Manager, the Investor hereby appoints the Manager to fulfil its role in managing his or her Portfolio on the terms and subject to the conditions set out in this Agreement. The Manager agrees to accept its appointment and obligations on the terms set out in this Agreement.
Making an investment. 3.1. This Agreement comes into force on the date that the Manager accepts the Investor’s Application Form. An Application Form is accepted when recorded on the register of applications maintained by the Manager.
3.2. An Application Form must be properly completed
3.3. Where the Investor submits an Application Form which is accepted by the Manager, the Investor hereby appoints the Manager to fulfil its role in managing his or her Portfolio on the terms and subject to the conditions set out in this Agreement. The Manager agrees to accept its appointment and obligations on the terms set out in this Agreement.
Making an investment. 6.1 Once our onboarding processes and anti-money laundering checks are checks are complete, you will be able to select and invest in Funds which from time to time are available to you via our Platform by placing Orders. You must provide such information as we may reasonably require to undertake such checks and processes.
6.2 You acknowledge and accept that we may, in our absolute discretion, refuse to accept or transmit an Order from you to arrange for you to invest, without providing any explanation to you.
6.3 In making and investment, you acknowledge and agree that you have done so solely based on information made available to you on the Platform, together with any independent knowledge that you may have and/or professional advice that you may have received. Green Growth will not provide you with financial, legal, tax or similar advice and nothing we do, nor anything that is on the Platform (whether produced by us or any other party), is to be construed as advice or a personal recommendation by us in relation to an Order, Fund or Share class. We strongly recommend that you seek independent advice before investing. You acknowledge and accept that you have complete control and discretion as to whether or not you make an investment.
6.4 We do not provide advice, and as such we are not required to make any assessment of the suitability for you of any service we may provide to you or the Funds available via our Platform (including any Order you may place or seek to place).
6.5 In the event that we consider that the services and/or Order(s) are not appropriate for you, or you fail to provide the information requested, we will issue you with a warning. In such a scenario, you acknowledge and accept that we will only proceed to provide access to the relevant services and/or Order(s) via the Platform where we consider it appropriate to do, so in our absolute discretion.
6.6 We may aggregate your Orders with those of other investors seeking to invest in the same Fund or class of Share. Subject to Applicable Law the Custodian, in carrying out transactions in respect of Shares, will do so on an aggregated basis. While it is unlikely that the aggregation of Orders and transactions will be a disadvantage to any investor whose Order is to be aggregated, in certain scenarios the effect of the aggregation may work to an investor’s disadvantage in relation to a particular Order. Please refer to the Custodian’s order execution policy, available online via (xxxxx://xxxxx.x...
Making an investment. (a) Instructions Irrevocable. Investment instructions made by the Investor are irrevocable and must be issued by the Investor in accordance with the procedure set out in Sections 14 through 20, below.
Making an investment. 3.1 You must make an investment of £40,000 or more at the same time as submitting your Application Form to invest through Stellar ESP Growth.
3.2 The Manager may allow you to make further investments (in multiples of £1,000) in its sole discretion but the Manager may refuse to accept further investments at any time.
3.3 You may withdraw all or part of your investment, or terminate this Agreement, in accordance with Clause 14 below.
3.4 Your investment will be deposited in a non-interest bearing client account pending its investment in accordance with this Agreement.
Making an investment. 3.1 You must make an investment for a client of at least £20,000 at the same time as submitting an application form.
3.2 You may increase the amount that is invested through the Manager at any time in accordance with your agreement with the Platform.
3.3 You may withdraw all or part of your client’s investment, or terminate this Agreement, in accordance with your agreement with the Platform.
Making an investment. 3.1 You must make an investment of £25,000 or more at the same time as submitting your Application Form to invest through ESP Income.
3.2 The Manager may allow you to make further investments (in multiples of £1,000) in its sole discretion but the Manager may refuse to accept further investments at any time.
3.3 You may withdraw all or part of your investment, or terminate this Agreement, in accordance with Clause 14 below.
3.4 Your investment will be deposited in a non-interest bearing client account pending its investment in accordance with this Agreement.
