Investment Advisory Services Agreement definition

Investment Advisory Services Agreement means the agreement for investment advisory services executed between the Portfolio Manager and its clients in terms of Regulation 22 and as per Schedule IV of Securities and Exchange Board of India (Portfolio Managers) Regulations 2020 and amendments to the Act from time to time
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Investment Advisory Services Agreement means an agreement entered into between a Client and the Portfolio Manager pursuant to which the Portfolio Manager has agreed to provide Investment Advisory Services to the Client.
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Investment Advisory Services Agreement means the Investment Advisory Services Agreement dated as of February 14, 1994 between Seller and Buyer, as
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Examples of Investment Advisory Services Agreement in a sentence

  • Investment Advisory Services Agreement with Chubb Asset Management, Inc.

  • Clients availing Investment Advisory services of the Portfolio Manager shall be charged an advisory fee based on mutually agreed terms of the Investment Advisory Services Agreement.

  • Approve the Investment Advisory Services Agreement with Retirement Plan Advisors to assist with employee education, employee enrollments and individual investment advisory services.

  • Fee payable pursuant the Management and Investment Advisory Services Agreement between the Company and Bayside Capital, Inc., which was terminated in connection with our IPO.

  • Non-exclusive, non-binding investment advisory services to be rendered to a Client by the Portfolio Manager pursuant to the terms and conditions contained in the Investment Advisory Services Agreement.

  • The transaction between UACC and Meeder will result in the "assignment" of your Agreement for Investment Advisory Services ("Agreement") with UACC to Meeder Public Funds, Inc.—Meeder’s SEC registered investment advisor subsidiary.

  • This document does not appoint an Investment Advisor to manage your assets, which can only be done through completing an Investment Advisory Services Agreement.

  • Investment Advisory Services Agreement with Ace Asset Management Inc., and Ace Capital Title Reinsurance Company The captioned agreement was terminated on April 28, 2004.

  • MAS Performance Reporting Services FormPart D | Investment Advisory Services Agreement - Single Advisory Contract Part E | Form ADV Part 2 BrochurePart F | Customer AgreementPart G | Privacy Policy Forms Included in this Package: How to Submit your Application: You may submit your completed and signed application package through one of the following methods: Email: Newaccounts@siebert.comMail: Muriel Siebert & Co., Inc.

  • Fees and charges relating to investment advisory services are referred to in the Investment Advisory Services Agreement.

Related to Investment Advisory Services Agreement

  • 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.

  • Investment Advisory Agreement means an agreement under which Company or a Company Subsidiary acts as an investment adviser or sub-adviser to, or manages any investment or trading account of, any Client.

  • Investment Management Agreement means the Investment Management Agreement, dated as of the date hereof, by and between the Investment Manager and the Borrower.

  • Master Services Agreement means the master services agreement among the Service Providers, the Partnership, BRELP, the Holding Entities and others;

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

  • 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 Agreement means the agreement between the Company and the Advisor pursuant to which the Advisor will direct or perform the day-to-day business affairs of the Company.

  • Banking Services Agreement means any agreement entered into by the Company or any Subsidiary in connection with Banking Services.

  • Asset Management Agreement means, as the context requires, any agreement entered into between a Series and an Asset Manager pursuant to which such Asset Manager is appointed as manager of the relevant Series Assets, as amended from time to time.

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

  • Corporate Services Agreement means the Corporate Services Agreement dated as of the date hereof between the Borrower and the Services Provider, as amended from time to time in accordance with the terms hereof and thereof.

  • Investment Advisor means any person or entity who is an Authorized Person to give Instructions with respect to the investment and reinvestment of the Fund's Investments.

  • Regulatory Services Agreement means the agreement between BSEF and the Regulatory Services Provider whereby the Regulatory Services Provider provides market surveillance and trade practice surveillance functions as well as other compliance related services to the SEF operated by BSEF.

  • Services Agreement means an agreement entered into between a Utility and one or more Affiliates for the provision of Shared Services or For Profit Affiliate Services and shall provide for the following matters as appropriate in the circumstances:

  • 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.

  • Investment Management Agreement or IMA means the Investment Management Agreement (IMA) dated December 9, 2002, executed between UTI Trustee Company Private Limited and UTI Asset Management Company Limited.

  • Bank Services Agreement is defined in the definition of Bank Services.

  • Investment Adviser or "Adviser" means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • Sponsor Management Agreement means the management agreement between certain of the management companies associated with the Sponsor Group or their advisors and the Borrower.

  • Professional Services Agreement means the agreement attached hereto as Exhibit C and all written statements of work signed by Licensee and related thereto.

  • Transition Services Agreement shall have the meaning set forth in Section 5.10.

  • Hotel Management Agreement means any hotel management agreement relating to the management and operation of the Real Property together with all supplements, amendments and modifications thereto.

  • Transition Services Agreements has the meaning set forth in Section 6.11(b).