Objectives and Restrictions Sample Clauses

Objectives and Restrictions. Following the issue of this Agreement, any subsequent advice or recommendation offered to you will be based on your stated investment objectives, an agreed acceptable level of risk and any instructions you may wish to make regarding the type of investments or policies you are willing to consider. Details of your stated investment objectives will be included in the suitability report we will issue confirming our recommendations. Under normal circumstances we will assume that you do not wish to place any restrictions on the advice we give you.
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Objectives and Restrictions. Following the issue of this document, any subsequent advice or recommendation offered to you will be based on your stated objectives, acceptable level of risk and any restrictions you wish to place on type of products or companies you are willing to consider. Details of your stated restrictions and objectives will be included in the Suitability Report we will issue to you to confirm our recommendation. Unless confirmed in our initial discussion, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you.
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Objectives and Restrictions. 5 In performing its discretionary investment management services, the Manager shall have regard to and shall comply with the objectives and the restrictions. In performing its discretionary investment management services, the Manager shall at all times have regard to:
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Objectives and Restrictions. Following the issue of this Agreement, any subsequent advice or recommendation offered to you will be based on your stated investment objectives, an agreed acceptable level of risk and any instructions you may wish to make regarding the type of investments or policies you are willing to consider. Details of your stated investment objectives will be included in the suitability report we will issue confirming our recommendations. Under normal circumstances we will assume that you do not wish to place any restrictions on the advice we give you. We will always inform you of your statutory right to cancel. You will normally be granted 30 days in which to cancel a life or pension contract, however there may be occasions where this period is 14 days or that no statutory rights are granted. This will be explained before any contract is concluded. If we arrange a non Retail Investment Product for you, we may receive commission on the contract from the product provider. Although you pay nothing up front, that does not mean our service is free. You still pay us indirectly through the product charges. We will advise you in writing where any commission is not sufficient to cover our charges.
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Objectives and Restrictions. Following the issue of this Agreement, any subsequent advice or recommendation offered to you will be based on your stated objectives, an agreed acceptable level of risk in terms of your borrowing strategy and any instructions you may wish to make regarding the type of solutions you are willing to consider. Details of your stated borrowing and protection objectives will be included in the suitability report we will issue confirming our recommendations. Under normal circumstances we will assume that you do not wish to place any restrictions on the advice we give you.
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Objectives and Restrictions. Following the issue of this document, any subsequent advice or recommendation offered to you will be based on your stated objectives, acceptable level of risk and any restrictions you wish to place on the type of investments, policies, or companies you are willing to consider. Details of your stated restrictions and objectives will be included in the Suitability Report we will issue to you to confirm our recommendation. Unless confirmed in our initial discussion, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you. We collect and process your personal data (as such term is defined in the UK General Data Protection Regulation (“GDPR”)) in the course of providing our services. We are a data controller (as the term is defined in the GDPR) of such personal data. Full details of how we process personal data can be found in our Privacy Notice at xxx.xxxxxxxxxxxxxxx.xx.xx We may collect and process personal data in relation to your health where you provide this either in a written application or by speaking with an adviser. This data will be collected and processed in accordance with our Privacy Notice and used solely for the purpose of researching and advising on one or more products to suit your needs and assisting you with the application for and ongoing management of such products. We may also pass this data to Best Practice IFA Group Limited and third-party service providers so that they may carry out the services that they provide to us. In order to collect and process this data, we require your consent by signing the separate GDPR Consent Form provided to you. This consent can be withdrawn at any time. Please note that we cannot provide a full range of services without such consent, and withdrawal of consent is likely to require us to cease providing our services to you. From time to time, we send our clients information promoting our services, or other similar services in which we believe you might be interested. If you would prefer not to receive this information, please tick the box below. Alternatively, please contact The Data Protection Officer on 01403 334455 or in writing at Broadlands Business Campus, Xxxxxxxxxxxxx Xxxx, Xxxxxxx, Xxxx Xxxxxx, XX00 0XX. Please tick this box if you do not wish for us or any company associated with us to contact you for marketing purposes by e-mail, telephone, post, or SMS. * Unless in exceptional circumstances, we will confirm to you in writing the basis or our rea...
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Objectives and Restrictions. ‌ This methodology will help the Principal to understand the uncertainty on the project variables, because it will be arranged in a way that her primary goals (i.e. ensuring high infrastructure performance) are critical on the contract decisions. Nevertheless, there are some restrictions that need to be taking into account in order to provide the best contract. The first restriction is the participation constraint from the agent, because the Principal needs to make sure that the expected value of the agent’s utility is above a certain amount of capital u¯. This value controls the participation from the agent into the project, because it will ensure that the agent prefers to perform the project instead of other alternatives that give him an utility of u¯. The second restriction consist on the Principal’s budget bmax, because there is no way to have a high level of infrastructure and giving enough capital to the agent without having a large budget. This is why the Principal need to understudy that she can achieve the highest level of infrastructure, because it will be to costly to maintain for the agent, and therefore, it will require a higher budget to maintain the agent in the project, due to the participation constraint. That is why is important to take into account these restrictions on the contract’s procedure.
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