Representative Clientele List Clause Samples
Representative Clientele List. RIM consents to Money Manager’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect.
Representative Clientele List. RIM consents to Sub-Adviser’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect. This Non-Discretionary Investment Advisory Contract is effective as of the date set forth on the cover page hereof. [Insert Sub-Adviser’s Name Here] ▇▇▇▇▇▇▇ Investment Management, LLC, as a fiduciary for Investment Company BY: BY: NAME: NAME: TITLE: TITLE: DATE: DATE: EXHIBITS: A. Funds Subject to Contract
Representative Clientele List. RIMCo consents to Money Manager’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect. Portfolio Management Contract This Portfolio Management Contract is executed effective as of the date set forth on the cover page hereof. [Insert Money Manager’s Name Here] ▇▇▇▇▇▇▇ Investment Management Company, as a fiduciary for Investment Company BY: BY: NAME: NAME: TITLE: TITLE: DATE: DATE: EXHIBITS: A. Fund(s) Subject to the Contract
Representative Clientele List. RIMCo consents to Sub-Adviser’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect.
Representative Clientele List. RIM consents to Sub-Adviser’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect. This Non-Discretionary Investment Advisory Contract is effective as of the date set forth on the cover page hereof. [Insert Sub-Adviser’s Name Here] ▇▇▇▇▇▇▇ Investment Management, LLC, as a fiduciary for Investment Company BY: _____________________________ BY: _____________________________ NAME: __________________________ NAME: __________________________ TITLE: __________________________ TITLE:___________________________ DATE: ___________________________ DATE: ___________________________ EXHIBITS: A. Funds Subject to Contract
Representative Clientele List. RIMCo consents to Money Manager’s use of Investment Company’s name in its representative client list that is distributed to potential clients so long as this Contract is in effect. Portfolio Management Contract This Portfolio Management Contract is executed effective as of the date set forth on the cover page hereof. [Insert Money Manager’s Name Here] ▇▇▇▇▇▇▇ Investment Management Company, as a fiduciary for Investment Company BY: BY: NAME: NAME: TITLE: TITLE: DATE: DATE: EXHIBITS: A. Fund(s) Subject to the Contract B. Operational Procedures (including Schedules 1 and 2) C. Records to be Maintained by the Money Manager ▇. ▇▇▇▇ for Investment Management Services E. Description of Money Manager’s Non-Compete Arrangements F. Authorized Persons G. Notice Information H. Proprietary Materials