Portfolio Selection Sample Clauses

Portfolio Selection. You will complete your application via the Program’s website. You, as Client, understand and acknowledge that TCG is relying upon your accurate completion of the application. You acknowledge that the purchase of shares in such mutual funds are at risk and TCG offers no investment advice concerning mutual funds (or any other registered investment) for you to purchase nor is TCG acting as your investment advisor. If you are an individual investment client of TCG Advisory Services, LLC (an affiliate of TCG and a registered investment advisor), then upon specific request TCG Advisory Services, LLC will provide you with investment advice regarding the Program. To receive such investment advice, you must complete separate agreements (not part of this Agreement), required for an individual to be such a client and provide an acknowledgement of the separate capacities in which TCG Administrators and TCG Advisory Services, LLC operate. TCG reserves the right to use subcontractors, third party vendors or other services to assist in managing the Program. You can change your fund choices in the future. A customer service representative of TCG will be available by telephone to respond to your questions. TCG will provide mutual fund options in the Program from which you can select. All investment activity will be supervised by TCG Advisory Services, LLC, an affiliate of TCG. Where applicable and to the extent that any securities transaction occurs, then TCG Advisory Services, LLC shall conduct and execute same. TCG will pay the fees charged by TCG Advisory Services, LLC, if any, for this service. Changes may be made to the fund options at any time at the discretion of TCG and TCG Advisory Services, LLC, including adding new options or removing previous options. The Program website is updated anytime there is a change in the funds offered. You understand and agree that the Program is an online process and relies on information provided by you. You acknowledge that you will be responsible for all investment decisions about your account in the Program and that this program is considered Self Directed. You acknowledge that any assistance you may receive from a TCG representative is for educational purposes only or to assist you in managing your account for administrative purposes only. You also acknowledge that you are solely responsible for enrolling in the Program and choosing your funds, that TCG is not responsible for your decisions and TCG will not offer you investment ...

Portfolio Selection. Age-Based Diversified Portfolios

Portfolio Selection. Based on my responses to the above questionnaire and my understanding of AIM’s Portfolios, I believe that the following Portfolio(s) is (are) the most suitable for me and I direct AIM to invest my Account assets in it (them):

Portfolio Selection. A Participant may select one or more Age-Based Diversified Portfolio, Diversified Portfolio, Single Fund Portfolio, Principal Plus Portfolio, or NextGen Savings Portfolio investment options for Contributions made to his or her Account(s). For more information about the Portfolio options currently available, see “PORTFOLIOS-PERFORMANCE AND INVESTMENTS.” Each Account bears certain ongoing Portfolio fees, which are charged against the assets of the Portfolios, to provide for the costs associated with the distribution, servicing and administration of the Account. These Portfolio fees will reduce the value of the Account as they are incurred. Shares of Underlying Funds held by a Portfolio may be liquidated to pay Portfolio fees charged to the Portfolio. Accounts also will indirectly bear the fees and expenses, if any, of the Portfolio Investments in which the Portfolios invest.‌‌ The Portfolio fees, expenses and sales charges described below are subject to change from time to time.

Portfolio Selection. After reviewing the applicable materials, including disclosure documents and/or marketing materials, and after considering the objectives, styles, and risks described therein, Client indicates the Allocation Advisors Portfolio ("Portfolio") below. Manager: Portfolio: Account(s) carried by First Clearing. First Clearing is a trade name used by ▇▇▇▇▇ Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of ▇▇▇▇▇ Fargo & Company. List below any companies (ticker symbols or CUSIPs) or social restrictions that are to be excluded from this Account. (Introducing Firm cannot apply restrictions to securities held within ETFs or mutual funds.) For fixed income portfolios, this space may be used to indicate state, credit quality, or maturity specifications. If Client's stated restrictions are unreasonable or Introducing Firm believes them to be inappropriate for Client, Introducing Firm will notify Client that, unless the restrictions are modified, Introducing Firm may terminate the Account. Unless indicated below, Client agrees to pay Introducing Firm the fees described below from this Account. See section 6 for details of fee exclusions, calculations, and refunds.

Portfolio Selection. By signing below, I acknowledge that I have received, read, understand, and agree to abide by all the terms and conditions set forth in the Advisory Client Agreement with Advisor.

Portfolio Selection. You will complete your application via the Program’s website. You, as Client, understand and acknowledge that TCG is relying upon your accurate completion of the application. You acknowledge that the purchase of shares in such mutual funds are at risk and TCG offers no investment advice concerning mutual funds (or any other registered investment) for you to purchase nor is TCG acting as your investment advisor. If you are an individual investment client of TCG Advisors, LP (an affiliate of TCG and a registered investment advisor), then upon specific request TCG Advisors, LP will provide you with investment advice regarding the Program. To receive such investment advice, you must complete separate agreements (not part of this Agreement), required for an individual to be such a client and provide an acknowledgement of the separate capacities in which TCG Administrators and TCG Advisors operate. TCG reserves the right to use subcontractors, third party vendors or other services to assist in managing the Program. You can change your fund choices in the future. A customer service representative of TCG will be available by telephone to respond to your questions. TCG will provide mutual fund options in the Program from which you can select. All investment activity will be supervised by TCG Advisors, LP, an affiliate of TCG. Where applicable and to the extent that any securities transaction occurs, then TCG Advisors, LP shall conduct and execute same. TCG will pay the fees charged by TCG Advisors, LP, if any, for this service. Changes may be made to the fund options at any time at the discretion of TCG and TCG Advisors, LP, including adding new options or removing previous options. The Program website is updated anytime there is a change in the funds offered. You understand and agree that the Program is an online process and relies on information provided by you. You acknowledge that you will be responsible for all investment decisions about your account in the Program and that this program is considered Self Directed. You acknowledge that any assistance you may receive from a TCG representative is for educational purposes only or to assist you in managing your account for administrative purposes only. You also acknowledge that you are solely responsible for enrolling in the Program and choosing your funds, that TCG is not responsible for your decisions and TCG will not offer you investment advice of any kind unless you are an individual investment client of TCG A...

Portfolio Selection. After reviewing the applicable materials, including disclosure documents and/or marketing materials, and after considering the objectives, styles, and risks described therein, Client selects the ▇▇▇▇▇ Fargo Compass Advisory Portfolio (“Portfolio”) below: Manager: Style: List below any companies (ticker symbols or CUSIPs) or social restrictions that are to be excluded from this Account. (Introducing Firm cannot apply restrictions to securities held within ETFs or mutual funds.) *Account(s) carried by First Clearing. First Clearing is a trade name used by ▇▇▇▇▇ Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of ▇▇▇▇▇ Fargo & Company. 551009 (Rev 47 – 06/18) Page 1 of 7 Form Code: CSG6 Account Number Account Name (Office Use Only) Unless indicated below, Client agrees to pay Introducing Firm the fees described below from this Account. See section 6 for details of fee exclusions, calculations, and refunds.