Overview of Vista Separate Account Sample Clauses

Overview of Vista Separate Account. Vista Separate Account is a discretionary investment advisory service offered by Sponsor through the platform manager Envestnet Asset Management, Inc (“Envestnet”), an investment adviser registered under the Advisers Act. The Vista Separate Account Program enables you to own separately managed accounts, mutual funds and/or eligible exchange- traded funds in a multi-account investment portfolio available through the Envestnet platform. Each Account is managed by a professional Investment Manager or by Envestnet where the Investment Manager has entered into a Model Provider arrangement. This Agreement is made between Sponsor, Envestnet and each of the Client(s) who signs the Relationship Application. Client understands that Envestnet and Sponsor are not affiliated other than through jointly providing certain investment advisory services for the Program. Envestnet operates the technology platform on which the Vista Separate Account Program functions and renders investment advice to Sponsor and/or Client, including recommending an appropriate asset allocation for Client and specific investment managers (“Envestnet Manager”) and/or investment products. Client may participate in the Vista Separate Account Program with respect to certain portions of the Client’s assets (“Program Assets”). If more than one investment strategy is selected, you agree to establish and maintain a separate Account for each investment along with a Master Funding Account (“Master Funding Account). A. Vista Separate Account Program Services: Sponsor will provide you with investment advisory services through one or more of its financial advisor(s). Your financial advisor or their staff will (i) assist you in defining your Client Information and any investment objectives that will help form the basis for the management of your Account(s); (ii) at least annually, consult with you to determine whether there have been any changes in your Client Information, investment objectives, or any Reasonable Restrictions that you may have placed on the management of your Vista Separate Accounts. At least annually, your financial advisor will analyze, assess, and review your Vista Separate Accounts, including the performance of your Account, Investment Manager(s), and if applicable, Envestnet Manager(s) as described below. You understand that certain duties of Sponsor are carried out through its employees and agents, including your financial advisor, and that your financial advisor will serve as a liaison...
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Related to Overview of Vista Separate Account

  • Health Spending Account (HSA Wellness Spending Account (WSA)/Registered Retirement Savings Plan (RRSP) utilization rates;

  • Data Segregation a. DSHS Data must be segregated or otherwise distinguishable from non-DSHS data. This is to ensure that when no longer needed by the Contractor, all DSHS Data can be identified for return or destruction. It also aids in determining whether DSHS Data has or may have been compromised in the event of a security breach. As such, one or more of the following methods will be used for data segregation. (1) DSHS Data will be kept on media (e.g. hard disk, optical disc, tape, etc.) which will contain no non-DSHS Data. And/or, (2) DSHS Data will be stored in a logical container on electronic media, such as a partition or folder dedicated to DSHS Data. And/or, (3) DSHS Data will be stored in a database which will contain no non-DSHS data. And/or, (4) DSHS Data will be stored within a database and will be distinguishable from non-DSHS data by the value of a specific field or fields within database records. (5) When stored as physical paper documents, DSHS Data will be physically segregated from non- DSHS data in a drawer, folder, or other container. b. When it is not feasible or practical to segregate DSHS Data from non-DSHS data, then both the DSHS Data and the non-DSHS data with which it is commingled must be protected as described in this exhibit.

  • Health Spending Account contributions by the Executive will cease on the Effective Date. The Executive may submit claims against the balance accrued to the Effective Date, until the end of the calendar year in which the Effective Date occurs.

  • Separate Account If Student-Generated Content is stored or maintained by the Provider, Provider shall, at the request of the LEA, transfer, or provide a mechanism for the LEA to transfer, said Student- Generated Content to a separate account created by the student.

  • Health Care Spending Account After six (6) months of permanent employment, full time and part time (20/40 or greater) employees may elect to participate in a Health Care Spending Account (HCSA) Program designed to qualify for tax savings under Section 125 of the Internal Revenue Code, but such savings are not guaranteed. The HCSA Program allows employees to set aside a predetermined amount of money from their pay, not to exceed the maximum amount authorized by federal law, per calendar year, of before tax dollars, for health care expenses not reimbursed by any other health benefit plans. HCSA dollars may be expended on any eligible medical expenses allowed by Internal Revenue Code Section 125. Any unused balance is forfeited and cannot be recovered by the employee.

  • Separate Accounts If the Fund has more than one series or portfolio, the Bank will segregate the assets of each series or portfolio to which this Agreement relates into a separate account for each such series or portfolio containing the assets of such series or portfolio (and all investment earnings thereon). Unless the context otherwise requires, any reference in this Agreement to any actions to be taken by the Fund shall be deemed to refer to the Fund acting on behalf of one or more of its series, any reference in this Agreement to any assets of the Fund, including, without limitation, any portfolio securities and cash and earnings thereon, shall be deemed to refer only to assets of the applicable series, any duty or obligation of the Bank hereunder to the Fund shall be deemed to refer to duties and obligations with respect to such individual series and any obligation or liability of the Fund hereunder shall be binding only with respect to such individual series, and shall be discharged only out of the assets of such series.

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