Selection of Portfolios Sample Clauses

Selection of Portfolios. You shall initially select an Active Portfolios investment by completing and signing the Relationship Application and providing additional direction to your financial advisor to open an Active Portfolios Account. You understand that based on the information you provide to your financial advisor at Account opening, Sponsor will independently determine, in its sole discretion, whether to accept or reject the Account with respect to the selected Active Portfolios account. You acknowledge and agree that the Investment Manager (as defined in Section 4 of Part I) shall: i) have full and complete discretion to direct and manage the investment and reinvestment of the securities and other assets held in any Active Portfolios Account(s); and ii) have full power and authority to act on behalf of the Active Portfolios Account(s) with respect to purchases, sales and other transactions in any and all securities including sales with respect to securities transferred in-kind to the account. The discretionary investment services for the Active Portfolios Program described in this Agreement will be provided solely by the Investment Manager you elect. The Investment Manager will not be a subadviser to Sponsor. Neither Sponsor nor your financial advisor will be involved in, or will be responsible or liable for, investment decisions made by the Investment Manager, except where Sponsor is also the Investment Manager. Client-directed trading is not permitted in Active Portfolios Accounts. You grant Sponsor trading authority to implement securities transactions in your Active Portfolios Account(s) as instructed by the Investment Manager. Sponsor, in its sole discretion, reserves the right to impose a surcharge on transactions in excess of certain limits as determined solely by Sponsor. The Sponsor may also bar further trading or terminate an Account at any time. You acknowledge and agree that where you select an Active Risk Allocation Portfolio, Columbia Management Investment Advisers, LLC (“CMIA”), the Investment Manager and an affiliate of Sponsor, will utilize a fixed allocation approach of 40% to Columbia Adaptive Risk Allocation Fund, 10% to Columbia Alternative Beta Fund and 50% to a variety of non-affiliated ETFs and mutual funds (“Non- Affiliated Funds”) selected by CMIA. Within the 50% allocation to Non-Affiliated Funds, there are no limitations on CMIA's selection of the individual funds or the amounts invested in each individual fund. You understand that Active Portfol...
AutoNDA by SimpleDocs

Related to Selection of Portfolios

  • Selection Procedures In selecting the Loan Assets to be Pledged pursuant to this Agreement, no selection procedures were employed which are intended to be adverse to the interests of the Lenders.

  • Selection Procedure 10.2.4.1 Internal applicants shall be defined as all applicants with seniority in accordance with Article 12.5.

  • Administrative Procedures Administrative procedures with respect to the sale of Notes shall be agreed upon from time to time by the Agents and the Company (the "Procedures"). The Agents and the Company agree to perform the respective duties and obligations specifically provided to be performed by them in the Procedures.

  • Selection Process The Mortgage Loans were selected from among the outstanding one- to four-family mortgage loans in the Seller's portfolio at the related Closing Date as to which the representations and warranties set forth in Subsection 9.02 could be made and such selection was not made in a manner so as to affect adversely the interests of the Purchaser;

  • Selection of Administrator The Parties have jointly selected CPT Group, Inc. to serve as the Administrator and verified that, as a condition of appointment, CPT Group, Inc. agrees to be bound by this Agreement and to perform, as a fiduciary, all duties specified in this Agreement in exchange for payment of Administration Expenses. The Parties and their Counsel represent that they have no interest or relationship, financial or otherwise, with the Administrator other than a professional relationship arising out of prior experiences administering settlements.

  • Election Procedures Each holder of record of shares of Company Common Stock (“Holder”) shall have the right, subject to the limitations set forth in this Article II, to submit an election in accordance with the following procedures:

  • Selections In the event that any selection or determination is to be made by Grantee hereunder and at the time of such selection or determination there is more than one Grantee, such selection shall be made by a majority in interest of such Grantees.

  • Selection of Mediator A single mediator that is acceptable to both parties shall be used to mediate the dispute. The mediator will be knowledgeable in the subject matter of this Contract, if possible.

  • Selection of Option (a) The Employer will advise the employee of his or her years of continuous employment no later than three (3) months following the official date of signing of the collective agreement.

  • Investment Promotion 1. Each Contracting Party shall promote investments in its territory by investors of the other Contracting Party and admit such investments in accordance with its legislation.

Time is Money Join Law Insider Premium to draft better contracts faster.