Portfolio Management Services definition
Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following:
Portfolio Management Services shall have the meaning set forth in Section 2(b) of this Agreement.
Portfolio Management Services means the Discretionary Portfolio Management Services or Non-Discretionary Portfolio Management Services or Advisory Services, as the context may be.
Examples of Portfolio Management Services in a sentence
Under, Discretionary Portfolio Management Services the Portfolio Manager shall have absolute and unfettered discretion and authority, without reference to the Client, to invest, re- invest and manage the Client’s Portfolio.
Non-Discretionary Portfolio Management Services shall mean management of Client’s funds and purchase and sale of Securities according to the directions of the Client.
Discretionary Portfolio Management Services shall mean purchase and sale of Securities by the Portfolio Manager on the behalf of the Client as well as overall management of Client’s portfolio to meet the risk-return profile and investment objective of the Client.
More Definitions of Portfolio Management Services
Portfolio Management Services has the meaning set forth in Section 2(b) hereof.
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 and in accordance with the applicable laws and Regulations (whether as a discretionary portfolio manager or otherwise), with respect to investments or management of the Portfolio of Securities and the Funds of the Client.
Portfolio Management Services means portfolio management services with respect to the Company’s investments, including (i) consulting with the Company on the purchase and sale of, and other opportunities in connection with, the Company’s portfolio of investments, (ii) the collection of information and the submission of reports pertaining to the Company’s investments, interest rates and general economic conditions, (iii) periodic review and evaluation of the performance of the Company’s portfolio of investments, (iv) acting as liaison between the Company and banking, mortgage banking and investment banking institutions and other parties with respect to the purchase, financing and disposition of investments and (iv) other customary functions related to portfolio management.
Portfolio Management Services means the Discretionary Portfolio Management Services, and/or the Non-Discretionary Portfolio Management Services, and/or the Investment Advisory Services, as the case may be.
Portfolio Management Services means the Discretionary Portfolio Management Services or Investment Advisory Services or Structured Products, as the context may require;
Portfolio Management Services means the accounting, record keeping, reporting and information gathering services for the management of Your Portfolio provided by the PMSP in accordance with the Portfolio Administration Service Application Form.
Portfolio Management Services means the Discretionary Portfolio Management Services or Non-discretionary Portfolio Management Services or PMS Advisory Services offered by the Portfolio Manager and availed by the Client under the Agreement from time to time.