Our Wealth Platform Sample Clauses

Our Wealth Platform. A ‘Wealth Platform’ is a place where a variety of different investment related processes and activities can be conveniently carried out. Our Wealth Platform is where True Potential Portfolios are placed, held and managed. TPI has entered into an agreement with SEI, whereby TPI have arranged for SEI to act as the Custodian for the assets. By declaring the acceptance of the Terms & Conditions with TPI you have accepted SEI as the Custodian. In addition, SEI is responsible for the Client Money Bank Accounts (“Client Money Accounts”). These accounts are used for the administration of any cash received and paid to you for the purposes ofinvestments. When SEI places trades for you as instructed by TPI, they are placed in the name of SEI Global Nominees on behalf of TPI /on the behalf. Once the transactions have been completed, the assets are held in the name of SEI Global Nominees on behalf of TPI/on the behalf. Full SEI terms and conditions are available on request.
Sample 1
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Our Wealth Platform. A ‘Wealth Platform’ is a place where a variety of different investment related processes and activities can be conveniently carried out. True Potential Investments is responsible for the Client Money Bank Accounts (“Client Money Accounts”). These accounts are used for the administration of any cash received and paid to you for the purposes of investments. When we place trades for you, they are placed in the name of True Potential Nominee Limited on behalf of True Potential Investments. Once the transactions have been completed, the assets are held in the name of True Potential Nominee Limited on the behalf of True Potential Investments.
Sample 1

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  • Přetrvající platnost This Section 3 “

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