Portfolio Selection Sample Clauses

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.” Age-Based Diversified Portfolios BlackRock Age-Based Diversified Portfolio iShares Age-Based Diversified Portfolio Diversified Portfolios BlackRock 100% Equity Portfolio BlackRock Balanced Portfolio BlackRock Fixed Income Portfolio iShares Diversified Equity Portfolio iShares Diversified Fixed Income Portfolio Single Fund Portfolios BlackRock Equity Index Portfolio iShares Balanced Portfolio iShares MSCI USA ESG Select Portfolio Principal Plus Portfolio Principal Plus Portfolio NextGen Savings 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. Portfolio Investment Fees and Expenses 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. 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 (“TCG Advisors”), which is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC), and is a part of Hub International Limited, 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 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. Investment Management Services 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. Suitability 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 enro...
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 selects the Xxxxx Fargo Compass Advisory Portfolio (“Portfolio”) below: Manager: Style: Investment Restrictions 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) Fee Schedule 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. Standard Fee* Contracted Fee*
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. Client’s Signature Date Client’s Signature (if applicable) Date Client’s Signature (if applicable) Date Client’s Signature (if applicable) Date Authorized Officer (Advisor’s Acceptance)
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. Account Number Account Name (Office Use Only) Investment Restrictions 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. Fee Schedule 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. Standard Fee* Contracted Fee*
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. 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): Xxxxxx Standard Portfolio Xxxxxx Fixed Income Portfolio Client Name: _ Authorized Signature: Date:
Sample 1
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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

  • Shift Selection In multiple shift operations, employees within each classification shall have a right to select their work shift on the basis of their seniority within a bureau or division thereof and competing only with employees covered under this agreement on the following basis:

  • 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.

  • Textbook Selection Textbook committees composed of teachers, principals, and the assistant superintendent shall review textbooks and shall make recommendations to the administrative team for consideration. Final selection shall be left to the Board of Education or its authorized representatives.

  • Provider Selection To the extent applicable to Provider in performance of the Agreement, Provider shall comply with 42 CFR 438.214, as may be amended from time to time, which includes, but is not limited to the selection and retention of providers, credentialing and recredentialing requirements and nondiscrimination. If Subcontractor and/or Health Plan delegate credentialing to Provider, Subcontractor and/or Health Plan will provide monitoring and oversight and Provider shall ensure that all licensed medical professionals are credentialed in accordance with Health Plan’s and the State Contract’s credentialing requirements.

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

  • FLORIDA PREPAID COLLEGE PROGRAM FOR HOUSING If the Student has or is a beneficiary of a Florida Prepaid College Dormitory Program (FPCDP) housing plan, UCF DHRL can bill the FPCDP housing plan to cover most prepayments and rental amounts. However, the Student is hereby notified that:

  • Least-cost Selection Services for assignments which the Association agrees meet the requirements of paragraph 3.6 of the Consultant Guidelines may be procured under contracts awarded on the basis of Least-cost Selection in accordance with the provisions of paragraphs 3.1 and 3.6 of the Consultant Guidelines.

  • Time Off for Selection Procedures A regular, limited-term or probationary employee shall be entitled to necessary time off with pay to participate in tests of fitness, examinations and interviews required by the Chief Human Resources Officer during working hours for the purpose of determining eligibility for movement to another class in the County service or transfer from one agency/department to another.

  • BUY AMERICA REQUIREMENT (Applies only to Federally Funded Highway and Transit Projects) With respect to products purchased by Customer for use in federally funded highway projects, Contractor shall comply with all federal procurement laws and regulations with respect to such projects, including the Buy American provisions set forth in 23 U.S.C. Section 313, 23 C.F.R. Section 635.410, as amended, and the Steel and Iron Preference provisions of Texas Transportation Code Section 223.045, to the extent applicable. Contractor agrees to provide all certifications required by Customer regarding such programs. With respect to products purchased by Customer for use in federally funded transit projects, Contractor shall comply with all federal procurement laws and regulations with respect to such projects, including the Buy American provisions set forth in 49 U.S.C. Section 5323(j)(1), 49 C.F.R. Sections 661.6 or 661.12, to the extent applicable. Contractor agrees to provide all certifications required by Customer regarding such programs.

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