Investment Specialist definition

Investment Specialist means the staff member(s) or agent(s) of the Bank who provide(s) you with investment advice.
Investment Specialist means the staff member(s) of KBC who provide(s) you with investments advice.
Investment Specialist means individually either Genesys or Quantum Leap, collectively, they will be referred to as “Investment Specialists”;

Examples of Investment Specialist in a sentence

  • During the year, we promoted several team members in recognition of the exceptional quality of their work, including: Sam Koch to Senior Equity Analyst, Martyn McCathie to Investment Specialist and Camilla Cox and Olivia Harris to Senior Corporate Affairs Advisors.Our team continues to grow and we were pleased to welcome several new additions to the Wilson Asset Management Family, including in our Investment, Corporate Affairs, Finance, People and Culture, Distribution and Operations teams.

  • Under the direct supervision and guidance of Regional Hub Manager and Senior Value Chain Development Specialist, the Value Chain Investment Specialist (the Consultant) will be responsible for implementation of the value chain development interventions in the respective Hub and to guide and coach Hub Staff to facilitate and support value chain actors in strengthening linkages, business planning, investment analysis and other areas that lead to improved performance of the value chain system.

  • Our Investment Specialist, Simon Durling, shares his thoughts in our latest update.

  • To receive the termination notice, please contact your DCIO Investment Specialist.

  • Your portfolio is monitored by two experts (your Private Banking Adviser and an Investment Specialist), who will provide:Advice on the appropriate structure and management style for your portfolio; Guidance and regular monitoring of your assets;Recommendations on investment and subsequent adjustments.

  • In order to ensure the recordkeeping platform in question is (or remains) available, please contact your DCIO Investment Specialist.

  • ZONED OR DESIGNATED BY THE GENERAL PLAN FOR RESIDENTIAL PURPOSES., MEASURED FROM THE ABUTTING EDGE OF THE RESIDENTIAL DISTRICT OR PROPERTY TO THE NEAREST EDGE OF THE OUTDOOR FACILITY.

  • Lockhart, Investment Specialist, PSODM.A. Manabat, Senior Investment Officer, PSODV.

  • This section is intended to help clients understand their role and relationship with CFIS and their Mutual Fund Investment Specialist (the “Representative”).

  • Should such a dispute arise, the dealer is to notify the Chief Investment Specialist immediately, who in turn must notify the Treasurer.


More Definitions of Investment Specialist

Investment Specialist means the staff member(s) of KBC who provide(s) Advisory clients with investments advice.

Related to Investment Specialist

  • Peer support specialist means an individual who has experienced a severe and persistent mental illness and who has successfully completed standardized training to provide peer support services through the medical assistance program or the Iowa Behavioral Health Care Plan.

  • Benefits Specialist means a specialized position that would primarily be responsible for coordinating Client applications and appeals for State and Federal benefits.

  • Housing Specialist means a specialized position dedicated to developing the full array of housing options for their program and monitoring their sustainability for the population served in accordance with the minimal housing standards policy set by the COUNTY for their program. The Housing Specialist is also responsible for assisting Participants with applications to low income housing, housing subsidies, senior housing, etc.

  • Clinical nurse specialist means a registered nurse with relevant post-basic qualifications and 12 months’ experience working in the clinical area of his/her specified post-basic qualification, or a minimum of four years’ post-basic registration experience, including three years’ experience in the relevant specialist field and who satisfies the local criteria.

  • Split Specimen means a part of the urine specimen that is sent to a first laboratory and retained unopened, and which is transported to a second laboratory in the event that the employee requests that it be tested following a verified positive test of the primary specimen or a verified adulterated or substituted test result.

  • Participating Certified Clinical Nurse Specialist means a Certified Clinical Nurse Specialist who has a written agreement with the Claim Administrator or another Blue Cross and/or Blue Shield Plan to provide services to you at the time services are rendered.

  • Non-Participating Certified Clinical Nurse Specialist means a Certified Clinical Nurse Specialist who does not have a written agreement with the Claim Administrator or another Blue Cross and/or Blue Shield Plan to provide services to you at the time services are rendered.

  • Specialist means either a physician or other health care professional who practices in a specific area other than those practiced by primary care providers, or a properly licensed, certified or registered individual health care provider whose practice is limited to rendering mental health services. For purposes of cost-share, this definition of “specialist” does not apply to dentists. BCBSAZ does not require you to obtain an authorization or referral to see a specialist.

  • Certified Domestic Violence Specialist means a person who has fulfilled the requirements of certification as a Domestic Violence Specialist established by the New Jersey Association of Domestic Violence Professionals.

  • Medical Specialist means any medical practitioner who is vocationally registered by the Medical Council under the Health Practitioners Competence Assurance Act 2003 in one of the approved branches of medicine and who is employed in either that branch of medicine or in a similar capacity with minimal oversight.

  • Designated chemical dependency specialist means a person

  • Advisory Firm Letter means a letter, that has been prepared by the Advisory Firm used by the Corporation in connection with the performance of its obligations under this Agreement, which states that the relevant Schedules, notices or other information to be provided by the Corporation to the Members, along with all supporting schedules and work papers, were prepared in a manner that is consistent with the terms of this Agreement and, to the extent not expressly provided in this Agreement, on a reasonable basis in light of the facts and law in existence on the date such Schedules, notices or other information were delivered by the Corporation to the Members.

  • Professional Engineer or Professional Certificated Engineer means a person holding registration as either a Professional Engineer or Professional Certificated Engineer in terms of the Engineering Profession Act, 2000 (Act No. 46 of 2000);

  • Investment Representation Letter As defined in Section 5.02(b).

  • Specialist Physician means a licensed physician who qualifies as an attending physician and who examines a patient at the request of the attending physician or authorized nurse practitioner to aid in evaluation of disability, diagnosis, or provide temporary specialized treatment. A specialist physician may provide specialized treatment for the compensable injury or illness and give advice or an opinion regarding the treatment being rendered, or considered, for a patient’s compensable injury.

  • Easily cleanable means that surfaces are readily accessible and made of such materials and finish and so fabricated that residue may be effectively removed by normal cleaning methods.

  • Locational Deliverability Area Reliability Requirement means the projected internal capacity in the Locational Deliverability Area plus the Capacity Emergency Transfer Objective for the Delivery Year, as determined by the Office of the Interconnection in connection with preparation of the Regional Transmission Expansion Plan, less the minimum internal resources required for all FRR Entities in such Locational Deliverability Area.

  • Independent educational evaluation means an evaluation conducted by a qualified examiner who is not employed by the public agency responsible for the education of the child in question.

  • Co-occurring disorder specialist means an individual

  • Safety Management Certificate has the meaning given to it in the ISM Code.

  • Acceptable earned value management system means an earned value management system that generally complies with system criteria in paragraph (b) of this clause.

  • Certificate of a Firm of Independent Public Accountants means a certificate signed by an independent public accountant or a firm of independent public accountants who may be the independent public accountants regularly retained by the Company or who may be other independent public accountants. Such accountant or firm shall be entitled to rely upon an Opinion of Counsel as to the interpretation of any legal matters relating to such certificate.

  • Design Criteria Professional means a firm who holds a current certificate of registration under Chapter 481 of the Florida Statutes, to practice architecture or landscape architecture, or a firm who holds a current certificate as a registered engineer under Chapter 471 of the Florida Statutes, to practice engineering, and who is employed by or under contract to the District to provide professional architect services, landscape architect services, or engineering services in connection with the preparation of the Design Criteria Package.