Advisory Portfolio definition

Advisory Portfolio means each separate Portfolio in relation to which we provide the Credit Suisse Invest Expert Service and which forms part of your Accounts.
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Advisory Portfolio means each separate Portfolio in relation to which we provide the Credit Suisse Advisory Services (i.e. Credit Suisse Invest Expert or Credit Suisse Invest Partner portfolios) and which forms part of your Accounts.
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Examples of Advisory Portfolio in a sentence

  • For example, if you selected our Advisory Portfolio Management service, your annual ongoing charge for this service would be 0.70% (of the total market value of the investment funds that we manage on your behalf).

  • After reviewing the applicable materials, including disclosure documents and/or marketing materials, and after considering the objectives, styles, and risks described therein, Client selects the ▇▇▇▇▇ Fargo Compass Advisory Portfolio (“Portfolio”) below: Manager: Style: List below any companies (ticker symbols or CUSIPs) or social restrictions that are to be excluded from this Account.

  • Notwithstanding the establishment of any Advisory Portfolio, the Trustee shall retain full authority to manage such Advisory Portfolio and each Trust shall be valued pursuant to Section 4.2 as a unit and the interests of the Participating Trusts therein shall be established and adjusted with respect to the entire Trust.