Scope of Wealth Management Service Sample Clauses

Scope of Wealth Management Service. 2.1 In respect of the portion of the Account which is to be managed on a full discretionary basis as selected by you on the Platform (“Discretionary Portfolio”), you grant us full authority on your behalf to invest such Discretionary Portfolio in any investments as we may in our discretion consider advisable including purchasing or selling investments at such time and at such prices and on such terms as we see fit and to instruct the remittance of monies from such Discretionary Portfolio for any purpose related to the management of such Discretionary Portfolio upon the terms and conditions set out in this Agreement and otherwise to deal with such Discretionary Portfolio as we in our absolute discretion consider advisable and generally to exercise on your behalf all powers in relation to such Discretionary Portfolio which you could exercise if personally managing the Account. We may, on behalf of the Account, do any act or execute any document or enter into any contract or agreement we deem necessary or desirable for the management of the Account herein.
Sample 1Sample 2Sample 3See All (7)
AutoNDA by SimpleDocs

Related to Scope of Wealth Management Service

  • Financial Management Services ‌ Definition: Financial Management Services includes the planning, directing, monitoring, organizing, and controlling of the monetary resources of an organization. Examples: Service areas that are included under the Financial Management Services discipline include, but are not limited to the following:

  • Outpatient Services The following services are covered only at the Primary Care Provider’s office[selected by a [Member], or elsewhere [upon prior written Referral by a [Member]'s Primary Care Provider ]:

  • Traffic Management 9.2.1 During the Operating Period, Developer shall be responsible for the general management of traffic on the Facility. Developer shall manage traffic so as to preserve and protect safety of traffic on the Facility and Related Transportation Facilities and, to the maximum extent practicable, to avoid disruption, interruption or other adverse effects on traffic flow, throughput or level of service on the Facility and Related Transportation Facilities. Developer shall conduct traffic management in accordance with all applicable Technical Provisions, Technical Documents, Laws and Governmental Approvals, and in accordance with the Traffic Management Plan.

  • Patch Management All workstations, laptops and other systems that process and/or 20 store PHI COUNTY discloses to CONTRACTOR or CONTRACTOR creates, receives, maintains, or 21 transmits on behalf of COUNTY must have critical security patches applied, with system reboot if 22 necessary. There must be a documented patch management process which determines installation 23 timeframe based on risk assessment and vendor recommendations. At a maximum, all applicable 24 patches must be installed within thirty (30) calendar or business days of vendor release. Applications 25 and systems that cannot be patched due to operational reasons must have compensatory controls 26 implemented to minimize risk, where possible.

  • Student Services a. High school students in dual credit courses will be given access to the College library, accorded appropriate privileges, and have adequate library resources convenient for use at the site where the course is offered.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!