Unit Price. You may agree to the payment to your financial planning business of an annual financial planning fee whereby such annual financial planning fee is included in the annual portfolio management fee as part of the published unit price of your selected unit trust portfolio, by completing the relevant section on the form. We, on behalf of the Manager, then pay a portion of the annual portfolio management fee to your financial planning business as an annual financial planning fee each month.
Appears in 5 contracts
Samples: Investment Agreement, Investment Agreement, Investment Agreement
Unit Price. You may agree to the payment to your financial planning business of an annual financial planning fee whereby such annual financial planning fee is included in the annual portfolio management fee as part of the published unit price of your selected unit trust portfolio, by completing the relevant section on the form. We, on behalf of the Manager, then pay a portion of the annual portfolio management fee to your financial planning business as an annual financial planning fee each month.. OR
Appears in 3 contracts
Samples: Investment Agreement, Investment Agreement, Investment Agreement
Unit Price. You may agree to the payment to your financial planning business of an annual financial planning fee whereby such annual financial planning fee is included in the annual portfolio management fee as part of the published unit price of your selected unit trust portfolio, by completing filling in the relevant section on the form. We, on behalf of the Manager, then pay a portion of the annual portfolio management fee to your financial planning business as an annual financial planning fee each month.. OR
Appears in 2 contracts
Samples: Investment Agreement, Investment Agreement
Unit Price. You may agree to the payment to your financial planning business of an annual financial planning fee whereby such annual financial planning fee is included in the annual portfolio management fee as part of the published unit price of your selected unit trust portfolio, by completing filling in the relevant section on the form. We, on behalf of the Manager, We then pay a portion of the annual portfolio management fee to your financial planning business as an annual financial planning fee each month.. OR
Appears in 1 contract
Samples: Investment Agreement
