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 ...
Sample 1
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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.” BlackRock Age-Based Diversified Portfolio iShares Age-Based Diversified Portfolio BlackRock 100% Equity Portfolio BlackRock Balanced Portfolio BlackRock Fixed Income Portfolio iShares Diversified Equity Portfolio iShares Diversified Fixed Income Portfolio BlackRock Equity Index Portfolio iShares Balanced Portfolio iShares MSCI USA ESG Select Portfolio Principal Plus Portfolio NextGen Savings Portfolio 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 and expenses described below are subject to change from time to time. Each Portfolio indirectly bears its proportional share of the fees and expenses incurred by the Portfolio Investments in which it invests. Each Account, except Accounts invested exclusively in the NextGen Savings Portfolio, 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. The Program Manager, Program Distributor, Investment Manager and FAME do not currently charge any fees for the NextGen Savings Portfolio, but reserve the right to charge such fees in the future. With the exception of the NextGen Savings Portfolio, each Portfolio’s investment return will be net of both the fees and expenses of the Portfolio Investments and the Portfolio fees described herein.
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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 Xxxxx 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 Xxxxx Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Xxxxx 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.
Sample 1
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 Xxxxx Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Xxxxx 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.
Sample 1
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.
Sample 1
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.
Sample 1
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):
Sample 1
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Portfolio Selection. Age-Based Diversified Portfolios
Sample 1

Related to Portfolio Selection

  • Panel Selection 1. The Parties shall apply the following procedures in selecting a Panel: (a) the Panel shall comprise 3 members; (b) within 15 days following the date of the establishment of the Panel, each Party shall nominate a Panelist; (c) the Parties shall endeavor 2. If a Panelist appointed under this Article resigns or becomes unable to act, a successor Panelist shall be appointed within 30 days in accordance with the selection procedure as prescribed for the appointment of the original Panelist and the successor shall have all the powers and duties of the original Panelist. The work of the Panel shall be suspended during the appointment of the successor Panelist.

  • Portfolio Securities Portfolio securities of the Issuer may be bought or sold by or through Distributors, and Distributors may participate directly or indirectly in brokerage commissions or "spreads" for transactions in portfolio securities of the Issuer.

  • Site Selection 5.1.1 If the parties have not designated the street address of the Franchised Location on Exhibit A on the Effective Date, Franchisee shall identify, submit and obtain Franchisor’s prior written approval of the Franchised Location meeting the requirements of this Agreement prior to entering a lease or sublease for the Franchised Location. Franchisee shall provide Franchisor all information required by Franchisor, as determined by Franchisor in Franchisor’s sole determination, necessary for Franchisor to evaluate the Franchised Location. Franchisor shall have ten (10) business days to review Franchisee’s written site proposal for the Franchised Location and notify Franchisee of its approval or disapproval in writing. Franchisor’s failure to respond within ten (10) business days shall signify Franchisor’s disapproval of the site. Franchisor shall not unreasonably withhold Franchisor’s approval of a proposed site for the Franchised Location. 5.1.2 Franchisee must have a site for the Franchised Location approved by Franchisor, receive the opening notice from Franchisor described in Section 5.4 below, and open Franchisee’s Franchised Business for business within six (6) months from the Effective Date, except as otherwise provided in Section 5.1.3 All matters related in any way to Franchisee’s site are Franchisee’s sole responsibility, regardless of any assistance Franchisor may choose to provide. Franchisee is responsible for obtaining any architectural and engineering services required for Franchisee’s facility and for ensuring its compliance with local law. Neither Franchisor, nor any other person or company associated with Franchisor shall have any liability for any site‐related matter. Xxxxxxxxxx agrees not to make any claims against Franchisor and/or any of Franchisor’s affiliates or associates with regard to such matters. 5.1.4 If Franchisor makes a loan to Franchisee for (i) Franchisee’s purchase of the franchise for the Franchised Business; (ii) the remodeling of the Franchised Location; (iii) the transfer of any interest in this franchise or this Agreement; or (iv) any other purpose; Franchisee shall open (or re‐open, as the case may be), the Franchised Business for business within sixty (60) days from the loan origination date.

  • Portfolio Security Portfolio Security will mean any security owned by the Fund.

  • Shift Selection Employee assignments within the Patrol Bureau will occur between approximately April 1-15 and shall be awarded based upon seniority. Approximately three (3) months before then the Department will publish a call for written requests on shift assignment. Employees will make their first three (3) choices known. Employees will learn of the assignment, including days off associated with their assignment, immediately after the bidding process is completed. Assignments will take effect on the schedule immediately following July 1st. Residence Hall assignments will be made prior to all others. No officer will be required to work a Residence Hall assignment in consecutive years. Assignment of the remaining officers will begin with selection(s) for day and night shifts. The bid for assignments will continue until all positions are filled. The following general rules apply to assignments: 1. During the term of this Agreement, no employee will be reassigned to a different shift other than the shift awarded by seniority except in situations where the University cannot continue to provide police services. In the event a shift reassignment must occur, it will be offered to volunteers based on seniority. If there are no volunteers it will be assigned to the least senior officer in the department. 2. Shift selection shall be an appropriate subject for the Joint Labor/Management Committee. 3. If a shift becomes available as a result of trainees being released for duty, and if there is at least four (4) months until the next shift change, the shift will be posted and awarded by seniority. The new trainee released for duty will take the senior officers shift. If no employee desires the shift, the trainee scheduled for assignment will be assigned that shift. The parties recognize that for the betterment of the Department it may be necessary to assign a trainee to a specific shift. 4. Voluntary shift trades will be allowed as long as overtime costs are not incurred. 5. Except in a bona fide emergency, no employee shall be assigned to work more than sixteen (16) hours in a twenty-four (24) hour period, provided however employees may volunteer to work up to eighteen (18) hours in a twenty-four (24) hour period.

  • Single Source Selection Services for tasks in circumstances which meet the requirements of paragraph 3.10 of the Consultant Guidelines for Single Source Selection, may, with the Association's prior agreement, be procured in accordance with the provisions of paragraphs 3.9 through 3.13 of the Consultant Guidelines.

  • Assuming Institution Portfolio Sales of Remaining Shared-Loss Loans The Assuming Institution shall have the right, with the consent of the Receiver, to liquidate for cash consideration, from time to time in one or more transactions, all or a portion of Shared-Loss Loans held by the Assuming Institution at any time prior to the Termination Date (“Portfolio Sales”). If the Assuming Institution exercises its option under this Section 4.1, it must give sixty

  • Adverse Selection No selection procedures adverse to the Noteholders were utilized in selecting the Receivables from those receivables owned by AmeriCredit which met the selection criteria set forth in clauses (A) through (M) of number 29 of this Schedule B.

  • Mortgagor Selection No Mortgagor was encouraged or required to select a Mortgage Loan product offered by the Originator which is a higher cost product designed for less creditworthy mortgagors, unless at the time of the Mortgage Loan's origination, such Mortgagor did not qualify taking into account credit history and debt-to-income ratios for a lower-cost credit product then offered by the Originator or any Affiliate of the Originator. If, at the time of loan application, the Mortgagor may have qualified for a lower-cost credit product then offered by any mortgage lending Affiliate of the Originator, the Originator referred the related Mortgagor's application to such Affiliate for underwriting consideration;

  • PRODUCTS MANUFACTURED IN PUBLIC INSTITUTIONS Bids offering Products that are manufactured or produced in public institutions will be rejected.

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