OTHER SERVICES TO ADVISOR Sample Clauses

OTHER SERVICES TO ADVISOR. You understand that LPL provides Advisor with services and benefits to help Advisor conduct its advisory business and to service you. LPL provides services on behalf of Advisor with respect to your account, for example, for fee billing and/or performance reporting. LPL may or may not charge Advisor a separate administrative fee for such services, depending on the nature and scope of the business of Advisor (or a particular associated person of Advisor) with LPL. LPL also provides Advisor and its associated persons services and benefits that are separate from the administrative, custodial and brokerage services provided by LPL to you and Advisor under this agreement and may include the following types of services. LPL may provide services, such as research and business consulting services, to Advisor. You understand that any research materials produced by LPL are intended only to be used by Advisor and not by you. Even if such research is used by Advisor to generate investment advice for your Account, you acknowledge that Advisor (and not LPL) is responsible for the investment advice. LPL may pay for or provide Advisor with technology solutions and operational support to streamline Advisor’s business operation. This may include the use of LPL systems to facilitate business processing and access to client data. This may also include assisting Advisor in transitioning business to LPL and in completing forms necessary to permit clients in establishing accounts at LPL. To the extent that associated persons of Advisor are brokerage registered representatives of LPL, LPL provides bonuses, awards and other items of value to such individuals in connection with their brokerage association with LPL, for example, bonus payments based on brokerage production, awards of shares of LPL’s parent company, LPL Financial Holdings Inc., and attendance at LPL conferences and events. LPL may provide reimbursement for administrative and marketing related expenses such as business cards, letterhead, brochures, website design services, seminars and other client events. LPL may also offer loans to Advisor to assist Advisor with transitioning its business onto the LPL custodial platform. In some cases, LPL may forgive all or a portion of the loan if Advisor maintains certain asset levels at LPL. The services Advisor receives from LPL may be based on the nature and scope of the business Advisor does with LPL and may be offered to Advisor at no fee or at a discounted fee. As a result, ...
Sample 1
AutoNDA by SimpleDocs

Related to OTHER SERVICES TO ADVISOR

  • Other Services At the request of the Fund, the Adviser in its discretion may make available to the Fund office facilities, equipment, personnel and other services. Such office facilities, equipment, personnel and services shall be provided for or rendered by the Adviser and billed to the Fund at the Adviser's cost.

  • Administration Services When a medical prescription drug is administered by infusion, the administration of the prescription drug may be covered separately from the prescription drug. See Infusion Therapy - Administration Services in the Summary of Medical Benefits for benefit limits and the amount you pay. Prescription drugs that are self-administered are not covered as a medical benefit but may be covered as a pharmacy benefit. Please see Pharmacy Prescription Drugs and Diabetic Equipment or Supplies – Pharmacy Benefits section above for additional information. Site of Care Program For some medical prescription drugs, after the first administration, coverage may be limited to certain locations (for example, a designated outpatient or ambulatory service facility, physician’s office, or your home), provided the location is appropriate based on your medical status. For a list of medical prescription drugs that are subject to this Site of Care Program, visit our website. Preauthorization may be required to determine medical necessity as well as appropriate site of care. If we deny your request for preauthorization, or you disagree with our determination for the appropriate site of care, you can submit a medical appeal. See Appeals in Section 5 for information on how to file a medical appeal.

  • Additional Services Compensation Additional Services Compensation shall be the fees determined in accordance with Article 7 to be paid by the Owner to the Professional Consultant in connection with the performance of Additional Services.

  • Consultant Services 4.1 The Consultant agrees to perform the following services and undertake the following responsibilities and duties to the Company to be provided by the Consultant to the Company as consulting services (the "Consulting Services"):

  • INDEPENDENT PERSONAL SERVICES 1. Income derived by a resident of a Contracting State in respect of professional services or other activities of an independent character shall be taxable only in that State except in the following circumstances, when such income may also be taxed in the other Contracting State:

  • Services Provided Subcontractor agrees to complete the following: _ (“Services”).

  • Services FASC agrees to provide to the Adviser the services indicated in Exhibit A to this Agreement (the “Services”).

  • The Services The HSP agrees to provide the Services on the terms and conditions of this PFA including all of its Appendices and schedules.

  • EFT SERVICES If approved, you may conduct any one (1) or more of the EFT services offered by the Credit Union.

  • No Other Services The execution of this Agreement does not constitute a request for, nor agreement to provide Energy, any Ancillary Services or Installed Capacity under the NYISO Market Administration and Control Area Services Tariff (“Services Tariff”). If Developer wishes to supply Energy, Installed Capacity or Ancillary Services, then Developer will make application to do so in accordance with the NYISO Services Tariff.

Time is Money Join Law Insider Premium to draft better contracts faster.