Managed Account Agreement definition

Managed Account Agreement means an agreement between a Filer and a Client, pursuant to which the Filer provides discretionary management services to the Client;
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Examples of Managed Account Agreement in a sentence

  • The authorizations and indemnities in this Managed Account Agreement – Power of Attorney are in addition to (and in no way limit or restrict) any rights which ▇.▇.

  • This Managed Account Agreement – Power of Attorney is also one and shall remain in force and effect until the earlier of (i) revocation by the undersigned by a written notice addressed to ▇.▇.

  • This Managed Account Agreement - Power of Attorney does not revoke any powers of attorney previously executed by the undersigned unless the undersigned gives written notice of revocation to the Account Controller of any previously executed Power of Attorney.

  • I confirm that I have read and accept the terms of this Samtrade FX Limited Client Money Managed Account Agreement and agree to be legally bound by them.

  • If you have a managed account, the fees you will pay are disclosed to you in the Managed Account Agreement or fee schedule applicable to your Account.

  • All terminations of this VirtualWealth Managed Account Agreement must be in writing, and when initiated by you, will be effective immediately upon receipt by CQSI of notice, or if initiated by CQSI, will be effective 30 days from the date of delivery.

  • A Guide for Investors ▪ How IIROC Protects Investors ▪ Canadian Investor Protection Fund brochure ▪ any other documents that you sign in the course of account opening and operation If you open a managed account, you will receive the documents listed above as well as a copy of your Managed Account Agreement and, if you open a Credential Managed Account, an Investment Policy Statement.

  • Individually Managed Account Agreement In addition to information about the IMA, this booklet contains a number of important agreements, terms and conditions relating to your account, which can be found on pages 16 to 28 of this booklet.

  • Primerica’s ability to manage your Program Account is subject to the terms and conditions contained in your TDAI Managed Account Agreement, and other related TDAI agreements and disclosures.

  • Detailed information regarding the fees and expenses associated with managed accounts are set out in your Managed Account Agreement.