Investment Overview definition

Investment Overview means the investment overview describing the transactions entered into pursuant to the Operative Documents.
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Investment Overview. The latest version of the document provided to the Investor headed “Puma AIM Inheritance Tax Service – Investment Overview”. “Investor” The individual who has been notified by Puma Investments that his/her subscription to the Service has been accepted and so enters into the Investor Agreement and makes investments through the Service.
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Investment Overview means the investment overview describing the transactions entered into pursuant to the Operative Documents. “Investment Policy” has the meaning set forth in Section 1(a)(vi) of the RRD Services Agreement.
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Examples of Investment Overview in a sentence

  • CRS In Focus IF10636, Foreign Direct Investment: Overview and Issues, by James K.

  • An investment in the Company is not risk free and the Directors strongly recommend potential investors to consider the risk factors described below and in the Investment Overview, together with information contained elsewhere in this Prospectus, before deciding whether to apply for Shares and to consult their professional advisers before deciding whether to apply for Shares pursuant to this Prospectus.

  • The risks identified in this section and in the Investment Overview, or other risk factors, may have a material impact on the financial performance of the Company and the market price of the Shares.

  • As outlined in the Investment Overview, and paragraphs 2.9, 3.4, 4.2, 5.7 and 5.11 of this PDS, if the investor does not provide the Security Trustee with their TFN or ABN (as applicable) or proof of an exemption, the Security Trustee may be required to withhold an amount from any dividends or distributions paid on the Underlying Securities.

  • The score for this section will be based on your responses to the below questions, your creative work (as presented in the creative reel & images), and the context provided in the Investment Overview.

  • CRS In Focus IF10636, Foreign Direct Investment: Overview and Issues, by (name redacted) and (name redacted).

  • The World Trade Organization’s Trade-Related Investment Measures Agreement (TRIMs), https://www.wto.org/ english/docs_e/legal_e/18-trims_e.htm; CRS In Focus IF10636, Foreign Direct Investment: Overview and Issues, by (name redacted) and (name redacted) ; and CRS In Focus IF10052, U.S. International Investment Agreements (IIAs), by (name redacted) and (name redacted) .

  • Investment Overview Feature Summary More information Issuer details UBS AG, Australia Branch (ABN 47 088 129 613) Level 16, Chifley Tower2 Chifley Square,Sydney NSW 2000Phone: 1800 633 100Website: www.ubs.com/instalments Email: sh-warrants@ubs.com Part 6: “Description of UBS and Security Trustee”What are UBS Capped Self Funding Instalments?UBS Capped Self Funding Instalments (“UBS Capped SFIs”) are a way of borrowing to invest in listed Securities through instalment payments.

  • As noted in the Investment Overview and Section 6.2 above, the consideration for each Class A Redeemable Preference Share issued under this OIS will be $1.00.

  • Investment Overview 1.3 Investment risks (continued) TOPIC SUMMARYFOR MORE INFORMATION• the Company is subject to a range of regulatory controls imposed by government and regulatory authorities which may change and have a negative effect on the Company, its investments and/or returns to Shareholders; and• the past performance of investment portfolios managed by the Manager, and persons associated with the Manager, are not a guide to future performance of the Company.


More Definitions of Investment Overview

Investment Overview means the investment overview describing the transactions entered into pursuant to the Operative Documents. [ * ] = CERTAIN CONFIDENTIAL INFORMATION CONTAINED IN THIS DOCUMENT, MARKED BY BRACKETS, HAS BEEN OMITTED AND FILED SEPARATELY WITH THE SECURITIES AND EXCHANGE COMMISSION PURSUANT TO RULE 24B-2 OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.
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Related to Investment Overview

  • Investment Strategy is the processes and policies implemented by the Investment Manager for pursuing a particular investment objective managed by an Investment Team.

  • Investment Project means an investment in qualified buildings

  • Investment Decisions Investment, trading, lending or other financial decisions, strategies or recommendations with respect to Investments, whether on behalf of the Master Servicer or any Affiliate thereof, the Special Servicer or any Affiliate thereof, the Operating Advisor or any Affiliate thereof, the Certificate Administrator or any Affiliate thereof, or the Trustee or any Affiliate thereof, as applicable, or any Person on whose behalf the Master Servicer or any Affiliate thereof, the Special Servicer or any Affiliate thereof, the Operating Advisor or any Affiliate thereof, the Certificate Administrator or any Affiliate thereof, or the Trustee or any Affiliate thereof, as applicable, has discretion in connection with Investments.

  • 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 Strategy Modification means with respect to an Investment Strategy, the Portfolio Administrator makes operational adjustments to the Investment Strategy to ensure that, so far as possible, the basic principles and economic effect of the Investment Strategy are maintained or any material modification to the Investment Strategy or its implementation by the Portfolio Administrator.

  • 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.

  • 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 Program means a Person for whom Shipper or a direct or indirect subsidiary of Shipper acts as a general partner, managing partner or manager and the securities of which have been offered and sold to investors.

  • 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.

  • Investment Portfolio means invested assets (including cash and cash equivalents, short-term investments, bonds or other fixed income securities and equity investments).

  • Special Purpose Investment Personnel means each SEI Access Person who, in connection with his or her regular functions (including, where appropriate, attendance at Board meetings and other meetings at which the official business of a Trust or any Fund thereof is discussed or carried on), obtains contemporaneous information regarding the purchase or sale of a Security by a Fund. Special Purpose Investment Personnel shall occupy this status only with respect to those Securities as to which he or she obtains such contemporaneous information.

  • Investment Assets means all debentures, notes and other evidences of Indebtedness, stocks, securities (including rights to purchase and securities convertible into or exchangeable for other securities), interests in joint ventures and general and limited partnerships, mortgage loans and other investment or portfolio assets owned of record or beneficially by the Company or any Subsidiary.

  • Investment Proceeds means, with respect to any Determination Date, all interest and other investment earnings (net of losses and investment expenses) on funds on deposit in the Series 1996-1 Accounts, together with an amount equal to the Series 1996-1 Allocation Percentage of the interest and other investment earnings on funds held in the Collection Account credited as of such date to the Collection Account pursuant to Section 4.02 of the Agreement.

  • Investment Accounts means the Collateral Account, Securities Accounts, Commodities Accounts and Deposit Accounts.

  • Investment Criteria The criteria specified in Section 12.2(a).

  • Investment pool means an entity created under the Texas Gov- ernment Code to invest public funds jointly on behalf of the entities that participate in the pool and whose investment objectives in or- der of priority are preservation and safety of principal, liquidity, and yield.

  • Equity Investment means (i) an Equity Security; and (ii) an ownership interest in any company or other entity, any membership interest that includes a voting right in any company or other entity, any interest in real estate; and any investment or transaction which in substance falls into any of these categories even though it may be structured as some other form of investment or transaction.

  • 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.

  • Eligible Investment means any investment that at the time of its acquisition is one or more of the following:

  • Investment Canada Act means the Investment Canada Act (Canada).

  • Investment Management Fee means each of the Senior Investment Management Fee, the Subordinated Investment Management Fee and the Incentive Investment Management Fee.

  • Investment Funds means all monies and financial resources available for investment by the Authority, other than proceeds of bonds issued by the Authority.

  • Management Advances means loans or advances made to, or Guarantees with respect to loans or advances made to, directors, officers, employees or consultants of any Parent, the Company or any Restricted Subsidiary:

  • Standard Investment Period means the period beginning with the first day of any purchase or acquisition of Economic Development Property and ending five (5) years after the Commencement Date.

  • Nonpurpose Investment means any investment property, as defined in section 148(b) of the Code, in which Gross Proceeds of the Bonds are invested and which is not acquired to carry out the governmental purposes of the Bonds.