The Advisors Services Sample Clauses
The "Advisor’s Services" clause defines the specific duties and responsibilities that the advisor is expected to perform under the agreement. It typically outlines the scope of work, such as providing strategic guidance, making introductions, or offering industry expertise, and may specify deliverables, timelines, or methods of communication. By clearly delineating what services the advisor will provide, this clause ensures both parties have a mutual understanding of expectations, thereby reducing the risk of misunderstandings or disputes regarding the advisor’s role.
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The Advisors Services. (a) The Advisor shall make recommendations to the Trustee with respect to the appointment, retention and termination of investment advisors for each such Subaccount of the Fund as Trustee may request, from time to time. The Trustee will determine the manner, form and frequency with which such recommendations are to be provided and updated, and communicate such requirements to the Advisor. Advisor will make recommendations to the Trustee with respect to deposits to and withdrawals from sub-investment advisor’s accounts in accordance with the Investment Objectives and Guidelines. Advisor will monitor the investment activity of each sub-investment advisor, review compliance with the Investment Objectives and Guidelines and monitor their performance, all in connection with its responsibilities as described in the first sentence of this paragraph 3(a) and will provide such reports and other information with respect to such activity as the Trustee determines are required.
The Advisors Services. The Advisor shall assist the Company in analyzing and structuring of the Offering, provide the Company with consultancy services in connection with the Company’s strategy and corporate finance and provide guidance and advisory services in relation to the Securities offered in the Offering. The Leumi Team agrees that it shall (a) consult with the Company about the marketing strategy of any Offering, (b) use only materials approved by the Company in connection with the marketing of any Securities, (c) receive the approval of the Company prior to discussing the Company, any Offering and/or CIM Group, LLC or its affiliates with (or responding to any inquiries from) any member of the media or anyone that is not (or acting on behalf of) a bona fide potential investor in any Offering and (d) not make any statement about the Company, any Offering and/or CIM Group, LLC or its affiliates without the Company’s consent.
The Advisors Services