Planning portion definition
Examples of Planning portion in a sentence
By enrolling in the Planning portion of the Service, you acknowledge and agree to the following in connection with the planning software and website (the “Platform”) used for the Service, starting with your initial log in and access of the online planning questionnaire through the ▇.
The Planning portion of the Service is a nondiscretionary investment advisory service that is designed for individual investors and households and generally requires a minimum of $250,000 in investable assets at or under consideration to move to ▇.
The Subrecipient represents that since the Agreement and the complementary Agreement 22- 2 339 were executed, both programs have completed the Design and Planning portion of their respective 3 Agreements and were simultaneously advertised to receive bids.
During the term of the Agreement and Supplement and prior to your enrollment in the Discretionary Management portion of the Service, TRP Advisory Services may determine to substitute Price Funds not previously included in the Planning portion of the Service for Price Funds that are included or add a new Price Fund not previously included into the Planning portion of the Service.
If you choose to implement the Recommended Portfolio by investing in the Price Funds on your own or by enrolling in the Discretionary Management portion of the Service, TRP Advisory Services’ Affiliates will be compensated through the management and other fees earned in connection with the underlying Price Funds in which you invest, and you acknowledge and agree to such compensation in connection with the Planning portion of the Service.
TRP Advisory Services will prepare a written goals-based Financial Plan for clients enrolled in the Financial Planning portion of the Service.
If there are conflicting terms between the Client Agreement and Supplement, the Supplement shall govern with respect to the terms of the Planning portion of the Service.
The obligation of TRP Advisory Services to provide your Financial Plan under the Agreement and Supplement takes effect when you accept the terms and conditions of the Planning portion of the Service through the ▇.
The Service also includes a discretionary investment management service (“Discretionary Management”) that is available to clients enrolled in the Planning portion of the Service.
The terms and conditions described in the Agreement and Supplement govern the Planning portion of the Service and do not apply to any other account that you may hold with ▇.