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 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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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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Examples of Investment Overview in a sentence

  • Pe Investor should consider the suitability of the Fund for him/her carefully and note the risk warnings set out in the Investment Overview and Clause 16.

  • Investors should consider the suitability of making investments in AIM Companies carefully and note the risk warnings set out in the Investment Overview and Clause 27.

  • Such deductions will be made at such times as stated in the Investment Overview or as otherwise agreed in writing.

  • Pe Investor is responsible for paying the fees set out in the “Fees and expenses summary” and “Fees and expenses explained” sections of the Investment Overview.

  • Investors’ attention is also drawn to the co-investment policy set out in the Investment Overview.

  • Pe applicable fees, charges and costs shall be as set out in the Investment Overview unless otherwise agreed in writing.

  • I N V E S T O R A G R E E M E N T P ART D Defined Terms Words and expressions defined in either the Investment Overview or the FCA Rules which are not otherwise defined in this Agreement shall, unless the context otherwise requires, have the same meaning for the purposes of these Terms.


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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Investment Overview. Pe latest version of the document provided to the Investor headed “Puma
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Related to Investment Overview

  • 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.

  • 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 Proceeds means any amounts actually or constructively received from investing Proceeds of the Bonds.

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