Portfolio Advisory Services definition

Portfolio Advisory Services means Portfolio Services under which the Client, shall invest its assets in its own account, entirely at its own risk, as per the advice received by the Client from time to time from the Portfolio Manager for an agreed fee structure which is a part of its own portfolio.
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Portfolio Advisory Services means Portfolio Services under which the Client , shall invest its assets in its own account, entirely at its own risk, as per the advise recived by the Client from time to time from the Portfolio Manager for an agreed remuneration
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Portfolio Advisory Services means the Portfolio Management Services on consulting basis rendered to the client by the portfolio manager on the terms and conditions contained in this agreement related to capital market that includes One-time or ongoing Advisory as per this agreement.
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Examples of Portfolio Advisory Services in a sentence

  • Contact your Portfolio Advisory Services representative for details of the account aggregation policy.

  • Portfolio Advisory Services is designed to help you invest according to asset allocation principles.

  • Contact your Portfolio Advisory Services representative for details of the Account aggregation policy.

  • Certain Portfolio Advisory Services Account balances may be aggregated with certain other Portfolio Advisory Services Account balances in order to arrive at the reduced fee rates applicable to various marginal balances.

  • Certain Portfolio Advisory Services account balances may be aggregated with certain other Portfolio Advisory Services account balances in order to arrive at the reduced fee rates applicable to various marginal balances.

  • This Client Agreement (Agreement) specifies the terms and conditions under which one or more Fidelity Advisers (as defined below) will manage the Account (Account) of the client shown on the Account Application (you) in the Portfolio Advisory Services programs.

  • Any notice given in connection with this Agreement (other than the information specified above) will be deemed delivered if personally delivered or sent by U.S. mail, certified or registered, or overnight courier, postage prepaid with return receipt requested, and addressed to us to the attention of a Fidelity representative at Portfolio Advisory Services, ▇.▇.

  • Further, FBS’s responsibilities for the Account shall be limited solely to custody and brokerage services relating to your participation in the applicable Portfolio Advisory Services program.

  • FBS will carry out instructions from either Strategic Advisers or FPT, depending on which Portfolio Advisory Services program you participate in.

  • We will notify you of any change in the advisory fees paid by you and you will be deemed to have approved such fee changes by any subsequent purchase and sale of shares of Fidelity funds in your Account unless you object by sending written notice to Portfolio Advisory Services within 30 days from the date of notification.


More Definitions of Portfolio Advisory Services

Portfolio Advisory Services means the advisory services relating to investment in the securities as more particularly described under clause 4 of the PMS –Advisory agreement
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