Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate the Active Portfolios Investment Manager’s participation in the Account, or discontinue the Investment Manager’s services with respect to a particular investment strategy, by providing the Investment Manager with at least thirty
Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate the Envestnet and/or Strategist’s participation in the Account, and/or discontinue the Strategist’s services with respect to a particular investment strategy, by providing Envestnet with at least thirty (30) days prior written notice. In addition, you understand and acknowledge that Envestnet may terminate its participation in the Account, or terminate its provision of services to you, by providing Sponsor with at least thirty (30) days prior written notice. If Sponsor or Envestnet terminates an Envestnet Manager or discontinues the Envestnet Manager’s services with respect to a particular investment strategy a successor Envestnet Manager providing a similar investment strategy may be identified and named by Sponsor. Under these circumstances, Sponsor will notify you of the successor Envestnet Manager it has selected. If you choose to select an Envestnet Manager and/or investment strategy other than the successor selected by Sponsor, you must make a written designation by the date indicated in the notice, thirty
Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate Envestnet and/or Envestnet Manager’s participation in the Account, and/or discontinue the Envestnet Manager’s services with respect to a particular investment strategy, by providing Envestnet with at least thirty (30) days prior written notice. In addition, you understand and acknowledge that Envestnet may terminate its participation in the Account, or terminate its provision of services to you, by providing Sponsor with at least thirty
Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate the Active Portfolios Investment Manager in an Account, or discontinue the Investment Manager’s services with respect to a particular investment strategy, by providing the Investment Manager with at least thirty (30) days prior written notice. In addition, you understand and acknowledge that the Investment Manager may terminate its participation in the Account, or terminate its participation in Active Portfolios investments, by providing Sponsor with at least thirty (30) days prior written notice. If the Investment Manager is removed, or the Investment Manager’s provision of services with respect to an investment strategy is discontinued, a successor Investment Manager providing a similar investment strategy may be identified and named by Sponsor. Under these circumstances, Xxxxxxx will notify you of the successor Investment Manager it has proposed. If you choose to select an Investment Manager and/or investment strategy other than the successor Investment Manager, you must make a written designation within thirty (30) days of your receipt of notice of the selection of the successor Investment Manager. If you do not designate an alternative Investment Manager or investment strategy from the options available in the Account, you understand, agree and authorize Sponsor to transfer your assets to the successor Investment Manager. If a successor is not named and you fail to select a new Investment Manager or investment strategy from the options available, Sponsor will transfer your Active Portfolios Account assets in-kind to an Ameriprise Financial Brokerage Account over which neither Sponsor nor the terminated Investment Manager shall have investment discretion. In these circumstances, you and your Account will be subject to the applicable terms, conditions and fees outlined in the Brokerage Agreement.
Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate Envestnet and/or Envestnet Manager’s participation in the Vista Separate Account, and/or discontinue the Envestnet Manager’s services with respect to a particular investment strategy, by providing Envestnet with at least thirty (30) days prior written notice. If Sponsor or Envestnet terminates an Envestnet Manager or discontinues the Envestnet Manager's services with respect to a particular investment strategy a successor Envestnet Manager providing a similar investment strategy may be identified and named by Sponsor. Under these circumstances, Sponsor will notify you of the successor Envestnet Manager it has selected. If you choose to select an Envestnet Manager and/or investment strategy other than the successor selected by Xxxxxxx, you must make a written designation by the date indicated in the notice, thirty (30) days from the notice date of the successor Envestnet Manager. If you do not designate an alternative Envestnet Manager or investment strategy from the options available in the Program, you understand, agree and authorize Sponsor to transfer your assets to the successor Envestnet Manager. If a successor is not named and you fail to select a new Envestnet Manager or investment strategy from the options available, Sponsor will transfer your Account(s) assets in-kind to a Brokerage Account over which neither Sponsor, Envestnet nor the terminated Envestnet Manager has investment discretion. Investor Unified Account Additional Terms
Termination by Sponsor or Investment Manager. You understand and acknowledge that Sponsor may terminate the Envestnet and/or Strategist’s participation in the Access Account, and/or discontinue the Strategist’s services with respect to a particular investment strategy, by providing Envestnet with at least thirty (30) days prior written notice. If Sponsor or Envestnet terminates an Envestnet Manager or discontinues the Envestnet Manager's services with respect to a particular investment strategy a successor Envestnet Manager providing a similar investment strategy may be identified and named by Sponsor. Under these circumstances, Sponsor will notify you of the successor Envestnet Manager it has selected. If you choose to select an Envestnet Manager and/or investment strategy other than the successor selected by Sponsor, you must make a written designation by the date indicated in the notice, thirty
