Discretionary Management Services definition

Discretionary Management Services means our discretionary investment management services set out in section 4 below.
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Examples of Discretionary Management Services in a sentence

  • This is provided in conjunction with our relevant Advisory or Discretionary Management Services.

  • For the avoidance of doubt, where the Portfolio Assets are the subject of Security in favour of the Bank, the Customer agrees that it shall not be a breach of this Part by the Bank if the security margin is not complied with in any way or if the Bank calls for extra Security or a reduction of Indebtedness or takes any action in connection therewith, whether as a result of or in connection with the Account(s) or the Bank’s provision of the Discretionary Management Services or otherwise.

  • Further, the Customer agrees to reimburse the Bank for all reasonable expenses (including but not limited to long distance telephone charges, cable, telex, facsimile and costs of delivery of securities or custodian charges) incurred by the Bank or its nominee or agent in or about the performance of the Discretionary Management Services.

  • Percentage charge rates are shown in the document entitled “Saunderson House Discretionary Management Services - Our Charges”.

  • Accordingly, LFAS will act in a manner consistent with the requirements of a fiduciary under ERISA for all Discretionary Management Services.

  • This Discretionary Management Service Agreement applies to the provision of Discretionary Management Services to you by True Potential Investments LLP.

  • Except for the Lease, Seller has not entered into any lease, reservation, purchase agreement or other agreement for the sale or possession of the Property or any portion thereof with any person or entity (except Buyer) pursuant to which such person or entity has any current or future right or interest to acquire, occupy, possess or use all or any portion of the Property.

  • Commission members reported the site visit at 960 Foul Bay Rd was very useful, noting: • Large piece of property, but proposal has too many homes.

  • Where we provide you with Discretionary Management Services, we will provide you with quarterly periodic statements.

  • Further, the Customer agrees to reimburse the Bank for all reasonable expenses (including but not limited to long distance telephone charges, cable, telex, facsimile and costs of delivery of Investments or custodian charges) incurred by the Bank or its nominee or agent in or about the performance of the Discretionary Management Services.

Related to Discretionary 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.

  • Case management services means planned referral, linkage, monitoring and support, and advocacy provided in partnership with a consumer to assist that consumer with self sufficiency and community tenure and take place in the individual’s home, in the community, or in the facility, in accordance with a service plan developed with and approved by the consumer and qualified staff.

  • Discretionary Portfolio Management Services means the portfolio management services rendered to the Client by the Portfolio Manager on the terms and conditions contained in the agreement, where under the Portfolio Manager exercises any degree of discretion in the investments or management of assets of the Client.

  • Non-Discretionary Portfolio Management Services means a portfolio management services under which the Portfolio Manager, subject to express prior instructions issued by the Client from time to time in writing, for an agreed fee structure and for a definite described period, invests in respect of the Client’s account in any type of security entirely at the Client’s risk and ensure that all benefits accrue to the Client’s Portfolio.

  • Investment Services means the Investment Services under the Company’s CIF license which can be found in the document “Company Information”.

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

  • 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;

  • Management Services Agreement has the meaning set forth in Section 2.1(d).

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

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

  • Procurement Services shall refer to a business unit of OGS, formerly known as New York State Procurement (“NYSPro”) and Procurement Services Group (“PSG”).

  • Client services means services provided directly to agency

  • Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following:

  • Management Services Agreements means, collectively, (i) the Management Services Agreement, dated as of August 4, 2020, by and between Peabody Investments Corp. and each of the Client Companies listed on the signature page thereto and (ii) the Management Services Agreement, dated as August 4, 2020, by and between Peabody Energy Australia Pty Ltd and each of the Client Companies listed on the signature page thereto, in each case, as amended, modified or replaced from time to time so long as the amended, modified or new arrangements, taken as a whole at the time such arrangements are entered into, are not materially less favorable to the Main Issuer and its Subsidiaries than those in effect on the Issue Date.

  • Replacement Services means any services which are substantially similar to any of the Services and which the Customer receives in substitution for any of the Services following the Call Off Expiry Date, whether those services are provided by the Customer internally and/or by any third party;

  • payment service provider means a person whose business includes the provision of transfer of funds services;

  • Utilization management section means “you or your authorized representative.” Your representative will also receive all notices and benefit determinations.

  • Cash Management Services means any cash management or related services including treasury, depository, return items, overdraft, controlled disbursement, merchant store value cards, e-payables services, electronic funds transfer, interstate depository network, automatic clearing house transfer (including the Automated Clearing House processing of electronic funds transfers through the direct Federal Reserve Fedline system) and other cash management arrangements.

  • Development Services “Target Market”; “Investment Areas”; and “Targeted Populations” have the meanings ascribed to such terms in 12 C.F.R. 1805.104.

  • Outplacement Services means professional outplacement services determined by the Employer to be suitable to the Executive’s position. The maximum amount that the Employer will pay for such services is set forth on the first page of the Agreement. The outplacement services shall be made available until the earlier of (i) such time as the aggregate cost to the Employer of the outplacement services reaches the maximum amount specified on the first page of the Agreement, and (iii) the date on which the Executive obtains another full-time job. The Employer will not pay the Executive cash in lieu of professional outplacement services.

  • Inpatient services means services provided to you as an admitted inpatient in a recognised private or public hospital for treatment that is in an included clinical category, has a Medicare item number allocated and a Medicare benefit is payable.

  • Replacement Service Provider means any third party service provider appointed to perform the Services by the Purchaser from time to time.

  • Investment Advisory Services means (a) advice with respect to the desirability of investing in, purchasing or selling securities or other property, including the power to determine what securities or other property shall be purchased or sold, but not including furnishing only statistical and other factual information (such as economic factors and trends); and (b) the provision of financial, economic or investment management services, but only if ancillary and related to the advice referred to in clause (a) above.

  • Outpatient services means those services rendered in a practitioner’s office or in the department of an approved facility where services are rendered to persons who have not had an overnight stay and are not charged for room and board.

  • Chief Student Services Officer means the Administrative Officer at the College who has overall management responsibility for student services, or his/her designee.

  • investment services and activities means any of the services and activities listed in Section A of Annex I relating to any of the instruments listed in Section C of Annex I;