Advisory Services definition

Advisory Services means the non-binding investment advisory services rendered by the Portfolio Manager to the Client. The Portfolio Manager shall be solely acting as an advisor to the Portfolio of the Client and shall not be responsible for the investment / divestment of Securities.

Advisory Services has the meaning set forth in Section 4.4.

Advisory Services means the provision of personal recommendations to a consumer in respect of one or more transactions relating to credit agreements and constitutes a separate activity from the granting of a credit and from the credit intermediation activities set out in point 5.

Examples of Advisory Services in a sentence

• Employees of Federated Advisory Services Company provide support to portfolio managers and other employees of affiliated advisers.

• AAG has teamed with Morningstar Investment Management, a recognized industry leader in asset allocation and investment analytics tools, to provide the underlying investment advice and portfolio management methodology that will power Advisory Services.

• All such Intellectual Property is the property of their respective owners and no rights or licenses are granted to you as a result of your participation in Advisory Services.

• Methodology: The Advisory Services methodology is powered by Morningstar Investment Management.

• If you agree to the terms and conditions set forth herein, you will be enrolled in the service you requested that is offered under Advisory Services.

More Definitions of Advisory Services

Advisory Services means the development and presentation of findings, conclusions, and recommendations for client consideration and decision making.

Advisory Services means personal recommendations to a consumer in respect of one or more transactions relating to credit agreements or crowdfunding credit services and that constitute a separate activity from the granting of a credit and from the and from the activities of credit intermediary as defined in point (12);

Advisory Services means the services, where the Portfolio Manager advises Clients on investments in general or gives specific advice required by the Clients and agreed upon in the PMS Agreement.

Advisory Services means recommendations or opinion, whether in written or report form or provided verbally, that are intended to influence a person in making an investment decision. ‘Advice’ falls within one of two categories: either General or Personal advice.

Advisory Services means the investment advisory in terms of the Regulations, and shall include the responsibility of advising on the portfolio strategy, investment and divestment of individual Securities in the Clients’ Portfolio, for an agreed fee structure and for a period hereinafter described, entirely at the Client’s risk, to all eligible categories of investors.

Advisory Services shall have the meaning set forth in Recital C hereto.

Advisory Services means investment management, investment advisory, investment sub-advisory or other similar services relating to securities or other financial instruments, commodities, real estate or any other type of asset.