SERVICES AND ADVICE Sample Clauses

SERVICES AND ADVICE. The Advisor agrees to manage and service the Assets of the Company. The services to be rendered by the Advisor to the Company pursuant to this Section 1.2 shall include: (a) Providing a continuous investment program for the Company, including recommending investment policies and establishing procedures and asset allocation and investment strategies commensurate with the Company's risk, return, income, tax and asset/liability goals and objectives; (b) Supervising, managing and directing the investment and reinvestment of cash, securities, loans and all other property that comprise the Assets of the Company; (c) Obtaining and evaluating pertinent economic, financial, and other relevant data affecting the Assets and other investment opportunities which the Advisor considers suitable for
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SERVICES AND ADVICE. 2 1.3 Documentation ........................................................
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SERVICES AND ADVICE. The Advisor agrees to manage and service the Assets of the Company. The services to be rendered by the Advisor to the Company pursuant to this Section 1.2 shall include: (a) Providing a continuous investment program for the Company, including recommending investment policies and establishing procedures and asset allocation and investment strategies commensurate with the Company's risk, return, income, tax and asset/liability goals and objectives; (b) Supervising, managing and directing the investment and reinvestment of cash, securities, loans and all other property that comprise the Assets of the Company; (c) Obtaining and evaluating pertinent economic, financial, and other relevant data affecting the Assets and other investment opportunities which the Advisor considers suitable for the Company, and purchasing and selling or otherwise disposing of Assets in the name and on behalf of the Company; (d) Taking or causing all supervisory and ministerial actions to be taken which are necessary to implement, manage, and service the investment program of the Company, including but not limited to effecting and documenting all transactions in the Assets and obtaining legal evidence of the ownership of all Assets purchased or otherwise acquired for the Company's account; (e) Performing asset/liability matching services including, but not limited to, cash flow testing, modeling activities, the development of asset baseline strategies commensurate with the risk characteristics of associated liabilities and to give advice on the investment aspects of product development for traditional as well as investment oriented products; and (f) Providing investment accounting services and reports as follows: (i) providing financial reporting on all invested asset-related accounts and all investment income-related accounts necessary for inclusion in the Company's general ledger, with the level of detail deemed appropriate by the parties, and (ii) providing additional accounting services as are normally provided in the course of investment management for a life insurance company, such as providing information for regulatory reports, industry statistics, rating agency compilations and examination reports.
Sample 1
SERVICES AND ADVICE. 2 1.3 Documentation ........................................................................ 4 1.4 Compliance With Investment Laws and Company Policies and Guidelines .................. 4 1.5 Custodian ............................................................................ 5 1.6 Reports to Boards of Directors ....................................................... 6 1.7 Supervision by Board of Directors .................................................... 6 1.8
Sample 1
SERVICES AND ADVICE. 2 1.3 Documentation ........................................................... 3 1.4 Compliance With Investment Laws and Company Policies and Guidelines .....
Sample 1
SERVICES AND ADVICE. 1.1 The work you require us to do on your matter(s) is as specified in our Engagement Letter and any subsequent letter of confirmation or variation (the “Services”). 1.2 Our engagement by you (the “Engagement”) will be taken to have been accepted and/or scope accepted or extended where you continue to instruct or request advice or Services from us, whether verbally or in writing (including by email). It is not incumbent on us to continually reissue Engagement Letters with a new scope nor advise you that such a new scope exists. 1.3 Our work will be based solely on the information provided, the circumstances made known to us and the assumptions set out in our correspondence. We rely on you bringing to our attention as soon as possible any changes in the information as originally presented as it may impact on our advice. 1.4 The scope of our Services is limited to the work specified in our Engagement Letter. Unless expressly stated otherwise in the Engagement Letter, the Services provided do not constitute tax advice, financial advice nor legal advice. 1.5 While we shall endeavour to identify potential issues to the best of our ability, we shall not accept responsibility for matters not reasonably identifiable from the information provided to us as part of this Engagement. 1.6 Where we are engaged to provide reports or data, you are responsible for the reliability, accuracy and completeness of all material and relevant information you provide to us. 1.7 Any advice provided by us during this Contract is only our opinion based on our understanding of available information, the current law, administrative practice and our knowledge of your circumstances. 1.8 During the course of the Contract and subsequent to it, we may give oral advice in meetings and over the telephone. After a more detailed consideration of the matters discussed, we may amend the view we expressed, but are under no obligation to inform you of this. Accordingly, if we provide any oral advice, we suggest you should seek from us written confirmation of the same.
Sample 1

Related to SERVICES AND ADVICE

  • Services to Other Clients Nothing herein contained shall limit the freedom of the Adviser or any affiliated person of the Adviser to render investment management and administrative services to other investment companies, to act as investment adviser or investment counselor to other persons, firms or corporations, or to engage in other business activities.

  • Services Provided Subcontractor agrees to complete the following: ____________ ___________________________________________________________ (“Services”).

  • Services and Support 1.1 In exchange for your continued compliance with this Agreement, and any modification to this Agreement made by Intuit in accordance with Sections A.1.1, you shall have access to the Software/Subscription in accordance with the following provisions: (a) If you purchased a Subscription based license for the Software, which generally means that you will be paying for your use of the Software and Services on a monthly or annual basis, you shall receive as part of your active Subscription, so long as Intuit is receiving the applicable payment from you: (i) access to the features of the Software subscribed to by you; (ii) Updates and Enhancements; (iii) Version Protection, each defined in Section B.1.2 below; and (iv) additional products, services and/or discounts when and if they should be made available to you. If you have purchased a subscription that includes Support you will also be entitled to receive Support Services as defined below. Software licenses obtained through a subscription are eligible for Enhancements during the active subscription period only. The Subscription is cancellable by you in accordance with this Agreement, but you will not be entitled to any refunds if you cancel after the 60-Day Money Back Guarantee period, as defined in Section B.6. If you cancel your Subscription or if we do not receive the payment for your Subscription, or if the Subscription is in any way terminated in accordance with the terms of this Agreement, you will no longer have access to the Software and all related Services defined above upon the expiration of the current Subscription term, but you will retain access to your company data file stored on your device, which can be reinstated to a readable QuickBooks format upon reactivation of your Subscription or with the purchase of a license on the Software. (b) If you purchased your license to the Software under a one-time, upfront payment at retail or directly from Intuit and not under a Subscription, you shall receive: (i) a license to the specific version of the Software product you have selected that, subject to the license grant and restrictions in Section A.1.1, allows you access to the features of the Software; and (ii) Updates and Enhancements to the Software in accordance with the terms of the Termination provisions. Intuit's obligations under this Section B.1.1 are contingent upon you installing all updates and error corrections within thirty (30) days of being notified of their availability by Intuit (or its Representatives). QuickBooks 2015 Software purchased on a separate standalone basis are eligible for enhancements on a when-and-if available basis through May 31, 2018, which is the current support period for QuickBooks 2015.

  • Services to Others Clients Nothing contained in this Agreement shall limit or restrict (i) the freedom of the Sub-adviser, or any affiliated person thereof, to render investment management and corporate administrative services to other investment companies, to act as investment manager or investment counselor to other persons, firms, or corporations, or to engage in any other business activities, or (ii) the right of any director, officer, or employee of the Sub-adviser, who may also be a director, officer, or employee of the Fund, to engage in any other business or to devote his or her time and attention in part to the management or other aspects of any other business, whether of a similar nature or a dissimilar nature.

  • Services Furnished The Company shall furnish the Executive with office space and such services as are suitable to the Executive’s position and adequate for the performance of the Executive’s duties during the Term of Employment.

  • The Services The HSP agrees to provide the Services on the terms and conditions of this PFA including all of its Appendices and schedules.

  • Agreement to Provide Services Xxxxxxx Sachs hereby engages the Contract Underwriter, and the Contract Underwriter hereby agrees, to provide the following Services: (a) establish and maintain (or assist the Company in establishing and maintaining) relationships with owners of Contracts who are its customers or customers of other broker-dealers with whom it has entered into agreements to sell the Contracts (“Selling Dealers”); (b) provide Contract owners with “personal services” (within the meaning of NASD Conduct Rule 2830(b)(9)); (c) assist in the preparation of advertisements and other sales literature for the Contracts that describes or discusses the Funds; (d) provide sales compensation to representatives of the Contract Underwriter; (e) pay money to Selling Dealers for any of the foregoing purposes; and (f) perform any additional services primarily intended to result in the distribution of the Contracts and the sale of the Service Shares to the Company.

  • Information and Services Required of the Owner The Owner shall provide information with reasonable promptness, regarding requirements for and limitations on the Project, including a written program which shall set forth the Owner’s objectives, constraints, and criteria, including schedule, space requirements and relationships, flexibility and expandability, special equipment, systems, sustainability and site requirements.

  • Agreement to Provide Information Intermediary agrees to provide the Fund, upon written request, the taxpayer identification number (“TIN”), the Individual Taxpayer Identification Number (“ITIN”), or other government-issued identifier (“GII”), if known, of any or all Shareholder(s) of the account and the amount, date, name or other identifier of any investment professional(s) associated with the Shareholder(s) or account (if known), and transaction type (purchase, redemption, transfer, or exchange) of every purchase, redemption, transfer, or exchange of Shares held through each account maintained by the Intermediary during the period covered by the request.

  • Services and Fees 2.1. Subject to the terms of this Agreement, DST will perform, with reasonable care, skill, prudence and diligence, and in accordance with applicable Law, for the Fund and, if and to the extent specifically set forth therein, the Services set forth in Schedule B and such other service schedules as may be added to this Agreement by the Parties (collectively, the “Service Schedules”). DST shall be under no duty or obligation to perform any service except as specifically listed in the Service Schedules, or take any other action except as specifically listed in a Service Schedules to this Agreement, or this Agreement, and no other duties or obligations, including, valuation related, fiduciary or analogous duties or obligations, shall be implied. Fund requests to change the Services, will only be binding on DST when they are reflected in an amendment to the Service Schedules. For the avoidance of doubt DST agrees to amend the Service Schedules if necessitated by a change in applicable Law or a change to the Governing Documents of the Fund. For clarification, this will include costs related changes to the software, systems or processes used by DST to provide the Services necessitated by change in applicable Law; provided in such case the Fund will only be responsible for its pro-rata share of such cost. 2.2. In carrying out its duties and obligations pursuant to this Agreement, some or all Services may, with the Fund’s prior written consent, be delegated by DST to one or more of its Affiliates or other Persons (and any Fund consent to such delegation, if any, shall not be unreasonably revoked or withheld in respect of any such delegations), provided that such Persons are selected in good faith and with reasonable care and are monitored by DST. If DST delegates any Services, (i) such delegation shall not relieve DST of its duties and obligations hereunder, (ii) such delegation shall be subject to a written agreement obliging the delegate to comply with the relevant delegated duties and obligations of DST, and (iii) DST will identify such agents and the Services delegated and will update the Fund when making any material changes in sufficient detail to enable the Fund to revoke its consent to a particular arrangement. 2.3. [ ] 2.4. Charges attendant to the development of reasonable changes to the TA2000 System requested by the Fund (“Client Requested Software”) shall be at DST's standard rates and fees in effect at the time as set forth in the Fee Letter. If the cost to DST of operating the TA2000 System is increased by the addition of Client Requested Software, DST shall be entitled to increase its fees by an amount to be mutually agreed upon in the Fee Letter.

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