Discretionary Investment Management Services definition

Discretionary Investment Management Services means the discretionary investment management services provided by us to you as set out in clause 7 below;
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Discretionary Investment Management Services or “DIM” means the Service whereby investments will be managed in accordance with the Portfolio and Risk Grade assigned by your Adviser as described in ‘Section 7 – Discretionary Management Service’.
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Discretionary Investment Management Services or “Services” means the portfolio management services rendered to the Client, by the Company on the terms and conditions contained in this Agreement, whereby the Company exercises discretion with respect to investments or management of the Portfolio of the Client and the ancillary service of safekeeping and administration of Financial Instruments, including custodianship and related services as these are defined by the Investment Services and Activities and Regulated Markets Law of 2017(Law 87 (I)/2017) as amended and/or restated from time to time.
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Examples of Discretionary Investment Management Services in a sentence

  • Discretionary Investment Management Services FeeThe fees for your Discretionary Investment Management Service (“DIMS”) Account vary depending on the size of your Discretionary Portfolio and will be detailed in the agreed Investment Mandate.

  • E.3.5 The Discretionary Investment Management Services are based upon our understanding of the current tax regime, which is subject to change.

  • E.1.3 Paragraphs E.1 – E.14 of these Specific Terms and Conditions apply to all clients of the Discretionary Investment Management Services.

  • If, as a result of the periodic assessment we undertake we consider that you need new advice as part of our Discretionary Investment Management Services then we will communicate this to you via the usual channels for communication agreed between us.

  • D.3.10 If you are a client of the Discretionary Investment Management Services and you elect to have your assets held in custody offshore (“Offshore Custody”) your investments will be held by a single offshore custodian appointed by us.

  • Specifically, we offer (1) Discretionary Investment Management Services, (2) Non-Discretionary Investment Advisory Services, and/or (3) Retirement Plan Fiduciary Services to employer-sponsored retirement plans and their participants in either an ERISA 3(38) fiduciary or ERISA 3(21) co-fiduciary capacity.

  • E.1.2 For each of our Discretionary Investment Management Services, the Client Agreement shall comprise these Terms and Conditions and: (i) For clients of the Bespoke Discretionary Management Service, the Application Form and Fees and Charges Schedule; (ii) For clients of the Discretionary Management Service and Managed Portfolio Service, the relevant Application Form and Fees and Charges Schedule; and (iii) For clients of CITS, the Brochure, Application Form and Fees and Charges Schedule.

  • The services that we provide to the provider of your selected Wrapper Investment are Discretionary Investment Management Services, and not Execution Only services.

  • Where you invest via a Wrapper Investment, we will provide our Discretionary Investment Management Services to the provider of your selected Wrapper Investment (in the case of a SIPP, this will be the trustee) in accordance with the terms and conditions separately agreed between us and your provider (the “Wrapper Provider Agreement”).

  • Subject to us exercising our discretion in line with your investment objectives and the restrictions we have agreed with you we may provide Discretionary Investment Management Services in relation to the investments listed in Clause 2.6.1 below.


More Definitions of Discretionary Investment Management Services

Discretionary Investment Management Services or “DIM” means the Service whereby your investments will be managed in accordance with the Portfolio and Risk Grade assigned by your Adviser as described in ‘Section 2
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Discretionary Investment Management Services means each of our discretionary investment management services, comprising the:
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Related to Discretionary Investment Management Services

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Appraisal management services means one or more of the following:

  • Management Services means the services specified in sub-clauses 3.1 to 3.8 as indicated affirmatively in Boxes 5 to 12.

  • Payment Services means such Services as We provide in relation to payments into and out of Your Account.

  • Investment Management Agreement means the Investment Management Agreement made

  • Investment Manager or “Manager” shall mean a party furnishing services to the Trust pursuant to any contract described in Section 4.8 hereof;

  • Administration Services means the services required for the effective and efficient administration of Bonitas and includes, but are not necessarily limited to, member record management, contribution management, benefit option management, claims processing and management, management of members’ personal, claims and financial information and any other services that are required for the administration of Bonitas;

  • Investment Advisor means, in relation to a Portfolio, the investment manager or investment advisor of the Portfolio.