THE INVESTMENT PROCESS Sample Clauses

The "Investment Process" clause outlines the steps and procedures that must be followed for making investments under the agreement. It typically details the criteria for evaluating potential investments, the approval process, and the roles and responsibilities of the parties involved. For example, it may specify how investment opportunities are sourced, reviewed, and ultimately approved or rejected by a committee or designated individuals. This clause ensures a clear, structured approach to investing, reducing ambiguity and helping to manage risk by establishing transparent decision-making protocols.
THE INVESTMENT PROCESS. 5.1 Once authorised as an Issuer, your Campaign will be created on the Website in accordance with the information you provided as part of the Issuer Registration Process. Investors can then purchase Shares in your Campaign provided that the Investor complies with the Investor Agreement and any other of PledgeMe's terms and policies. 5.2 You may create and run a Retail Investor Campaign and a Wholesale Investor Campaign concurrently. However, any Wholesale Investor Campaign will be separate to the Retail Investor Campaign meaning it will operate on a separate page and a separate Target will apply. 5.3 At the outset of the Campaign, you will be required to set a timeframe within which the Target must be met (which will be specified on your Campaign page). If the Target has not been met within the timeframe then any pledges made will not be processed. If the Target is met before the end of the set timeframe, then you may choose to close your Campaign early, in which case Investors will not be able to make any additional pledges. You may expand your Campaign's timeframe with our prior written consent. 5.4 If you opt to create and run a Retail Investor Campaign and a Wholesale Investor Campaign concurrently and only one Campaign is (or is deemed to) have met its Target within the relevant timeframe, all pledges for that Campaign will be processed by PledgeMe even though the other Campaign has not met its Target or is unsuccessful for any other reason. 5.5 Your Campaign page will set out how Shares can be purchased. Potential Investors can enter the amount of money they would like to invest in the relevant place on the Campaign page, which calculates the number of Shares equivalent to that amount based on the quoted Share price (the Share price and any limitation on numbers or other conditions you have specified will be clearly published on the Campaign page). The Investor can then irrevocably agree to purchase the Shares by clicking the "Pledge" button. 5.6 Once your Campaign Target has been reached, each Investor will pay for the Shares it has agreed to purchase either: (a) by completing an electronic bank deposit (we will supply the bank account details of our Trust account to Investors on the completion of the Campaign); or (b) by credit card by using our secure transaction provider Flo2Cash. 5.7 We will then complete identity checks on all Investors who have purchased the Shares. We will advise Investors on a case by case basis if any issues arise in the co...
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THE INVESTMENT PROCESS. 10.1 Once logged into the Platform with your login details you will be able to browse details of the PrimaryBid Offers and make an Investment, as well as to debit monies from the payment method used. Our Platform provides the functionality for you to place Investments – any orders submitted via email will only be allowed on an exceptional basis. 10.2 It is not guaranteed that any PrimaryBid Offer, once made, will proceed to Completion. Offers of securities are sometimes subject to conditions or other market factors which prevent them from completing. We accept no liability to you for any PrimaryBid Offer that does not proceed to Completion. 10.3 The investment decision with respect to any Investment through the Platform is yours and yours alone. Other than what is contained in an Announcement approved by us for the purposes of section 21 FSMA and/or where specifically something has been, and is explicitly stated as being, approved by us, we have not reviewed or approved any information about the business, including any information, Announcements, Company Materials or other information on websites that are linked to from the Posting. We do not review or approve any Company Materials and undertake no due diligence on your behalf or in support of any investment decision in respect of Companies making PrimaryBid Offers. We may provide links to Companies' websites but do so as a matter of convenience only and without providing any endorsement or approval of the content of such sites. 10.4 It is your responsibility to ensure that your personal information is accurate and complete in all respects and that you keep it up to date. 10.5 We do not examine or investigate the accuracy of your Investment (i.e. your intention of making it or the amount of it) and you hereby agree that we may assume, at all times, that your Investment – as received by us – is correct and reflects your requirements. If you do make a mistake you must contact us as soon as possible by email at ▇▇▇▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇.▇▇▇. There is no guarantee that we can unwind an order for an Investment you have made or will be available to respond to you. 10.6 You will bear all risk of your Investment, even if it is incorrect or does not reflect your requirements and agree that neither PrimaryBid nor any of our group companies, directors, staff, agents, suppliers or contractors will have any liability, of whatever nature, to you or anyone else for any Loss that you may suffer as a result of us executing your...
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THE INVESTMENT PROCESS. 6.1 Once authorised as an Issuer, your Campaign will be created on the Website in accordance with the information you provided as part of the Issuer Registration Process. Investors can then purchase Shares in your Campaign after it successfully closes, provided that the Investor successfully completes verification process, complies with all of PledgeMe's terms and policies and transfers all monies when due. 6.2 At the outset of the Campaign, you will be required to set both a minimum and maximum subscription amount. The maximum subscription amount must not result in you (including any of your related parties) raising more than $5 million in any 12 month period through: (a) crowd-sourced funding offers; (b) small scale personal offers (as defined by the Act); and/or (c) offers made via an Australian Financial Services licensee under the Act, (“Issuer Cap”). 6.3 You will also be required to set a timeframe within which the minimum subscription amount must be met. You may extend your Campaign's timeframe with our prior written consent. The timeframe set by you (including any extension) must not exceed three months.
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THE INVESTMENT PROCESS. 6.3.1 Sciety Members authorized to make investments are able to view the businesses available for investment on the Platform. Before making an investment the Investor is responsible for viewing all information in the Offering for the investment. The Offering consists of summary, detailed information and, in some cases, certain information provided in the “deal room” on the Platform. 6.3.2 Sciety has reviewed the information in the Investment Description and approved its contents as of a specified date. This means that Sciety has concluded that the information, taken as a whole, is fair, clear and not misleading as of such date, which in turn means that for factual statements Sciety has reviewed evidence of their accuracy, and that for aspirational statements or statements of opinion or belief Sciety believes they are phrased appropriately in light of their speculative or subjective nature. In the case of factual statements, the evidence Sciety reviews is provided by the business, and while Sciety takes reasonable care in its review Sciety does not audit it, which means that Sciety may not be able to, and will not be liable if Sciety fails to, identify forged or altered evidence or information or deliberately misleading or inaccurate statements (other than by reason of Sciety’s gross negligence, willful default or fraud). In the case of aspirational statements or statements of opinion or belief, the nature of the early-stage businesses is such that they are likely to have high ambitions, and Sciety may approve statements that convey those ambitions even where Sciety does not have a view on whether it is likely that they will be fully realized, and approval does not convey a belief on Sciety’s part that it is likely that they will be fully realized. 6.3.3 Sciety’s approval of an Offering, as described in Section 6.3.2, does not mean that Sciety is recommending the Investor to make an investment in the company, that Sciety believes the business is likely to be successful or that Sciety takes any responsibility or will in any way be liable to the Investor if the company is not successful. The investment decision with respect to any investment through the Platform is solely the Investor’s. Other than what is contained in the Investment Description, Sciety has not reviewed or approved any information about the company, including any information discussed in the comments and updates sections that accompanies an Offering or on websites that are linked to from the ...
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THE INVESTMENT PROCESS. 10.1 Offers If you become an Investor, upon logging onto your Member Back Office you will be able to view information related to your investment with Issuer as provided by the Issuer.
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THE INVESTMENT PROCESS 
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Related to THE INVESTMENT PROCESS

  • The Investment 1.1 The Feeder Fund will invest all of its investable assets in the Master Portfolio and, in exchange therefor, the Master Portfolio agrees to issue to the Feeder Fund a beneficial interest in the Master Portfolio equal in value to the net value of the assets of the Feeder Fund conveyed to the Master Portfolio (the "Account"). The Feeder Fund may add to or reduce its investment in the Master Portfolio in the manner described in the Master Portfolio's registration statement on Form N-1A, as it may be amended from time to time (the "Master Portfolio's N-1A"). The Feeder Fund's aggregate interest in the Master Portfolio would then be recomputed in accordance with the method described in the Master Portfolio's N-1A. 1.2 On each date of Investment, the Feeder Fund shall authorize the Feeder Fund's custodian to deliver all of the assets held by such custodian to the Master Portfolio's custodian. The Master Portfolio's custodian shall acknowledge its acceptance of the assets. In addition, each party shall deliver to the other such bills of sale, checks, assignments, securities instruments, receipts or other documents as such other party or its counsel may reasonably request.

  • Investment Decision The Purchaser understands that nothing in the Agreement or any other materials presented to the Purchaser in connection with the purchase and sale of the Shares constitutes legal, tax or investment advice. The Purchaser has consulted such legal, tax and investment advisors as it, in its sole discretion, has deemed necessary or appropriate in connection with its purchase of the Shares.

  • The Investment Account; Eligible Investments (a) Not later than the Withdrawal Date, the Master Servicer shall withdraw or direct the withdrawal of funds in the Custodial Accounts for P&I, for deposit in the Investment Account, in an amount representing: (i) Scheduled installments of principal and interest on the Mortgage Loans received or advanced by the applicable Servicers which were due on the related Due Date, net of the Servicing Fees due the applicable Servicers and less any amounts to be withdrawn later by the applicable Servicers from the applicable Buydown Fund Accounts; (ii) Payoffs and the proceeds of other types of liquidations of the Mortgage Loans received by the applicable Servicer for such Mortgage Loans during the applicable Payoff Period, with interest to the date of Payoff or liquidation less any amounts to be withdrawn later by the applicable Servicers from the applicable Buydown Fund Accounts; and (iii) Curtailments received by the applicable Servicers in the Prior Period. At its option, the Master Servicer may invest funds withdrawn from the Custodial Accounts for P&I, as well as any Buydown Funds, Insurance Proceeds and Liquidation Proceeds previously received by the Master Servicer (including amounts paid by the Company in respect of any Purchase Obligation or its substitution obligations set forth in Section 2.07 or Section 2.08 or in connection with the exercise of the option to terminate this Agreement pursuant to Section 9.01) for its own account and at its own risk, during any period prior to their deposit in the Certificate Account. Such funds, as well as any funds which were withdrawn from the Custodial Accounts for P&I on or before the Withdrawal Date, but not yet deposited into the Certificate Account, shall immediately be deposited by the Master Servicer with the Investment Depository in an Investment Account in the name of the Master Servicer and the Trust for investment only as set forth in this Section 3.03. The Master Servicer shall bear any and all losses incurred on any investments made with such funds and shall be entitled to retain all gains realized on such investments as additional servicing compensation. Not later than the Business Day prior to the Distribution Date, the Master Servicer shall deposit such funds, net of any gains (except Payoff Earnings) earned thereon, in the Certificate Account. (b) Funds held in the Investment Account shall be invested in (i) one or more Eligible Investments which shall in no event mature later than the Business Day prior to the related Distribution Date (except if such Eligible Investments are obligations of the Trustee, such Eligible Investments may mature on the Distribution Date), or (ii) such other instruments as shall be required to maintain the Ratings.

  • 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. 2. In particular, each Contracting Party shall permit the conclusion and the carrying out of licensing agreements and contracts for commercial, administrative or technical assistance, in so far as these activities were related to investments.

  • Investment Decisions The Subadviser shall determine from time to time what investments and securities will be purchased, retained, sold or loaned by the Series, and what portion of such assets will be invested or held uninvested as cash.