Unaffiliated Trustee definition

Unaffiliated Trustee means a Trustee who is not made subject to the Putnam Investments Code of Ethics pursuant to Part I hereof.
Unaffiliated Trustee means a Trustee who is not made subject to the Ashmore Code of Ethics pursuant to Part I hereof.
Unaffiliated Trustee means a Trustee of the Trust who is not an officer, director, employee or shareholder of any Service Provider or of any affiliated person of any Service Provider.

Examples of Unaffiliated Trustee in a sentence

  • When an Access Person begins employment with Calamos or becomes an Unaffiliated Trustee, such person must within 10 days disclose on an Initial Securities Holdings Form all investment or brokerage accounts and Covered Securities in which he or she has a Beneficial Ownership Interest, if any.

  • The Board of Trustees of any investment company for which Calamos Advisors LLC is the investment adviser (each, a “Fund”) will determine what action is appropriate for any breach of the provisions of the Code by an Outside Trustee or Unaffiliated Trustee, which may include removal from the Board.

  • Trading Policies and Procedures for CAM Securities • No Outside Trustee nor Unaffiliated Trustee many own, directly or indirectly, a Beneficial Ownership Interest in any CAM securities.

  • In addition, for each account established by an Access Person or Unaffiliated Trustee in which any securities were held during the quarter for the direct or indirect benefit of the Access Person or Unaffiliated Trustee, the quarterly report shall include: • the name of the broker, dealer, custodian or bank with whom the account was established; • the date the account was established; • the account number; and • the date the report is submitted.

  • The provisions of the Adviser’s Code of Ethics are hereby adopted as the Code of Ethics of each Fund applicable only to officers and trustees of the Fund who are Interested Persons of the Adviser or the Distributor (other than an Unaffiliated Trustee).

  • The Chief Compliance Officer shall provide a written report of counsel’s determination to the Board of Trustees for such further action and sanctions as said Board deems appropriate, which sanctions may in the Board’s discretion include removal of the Independent Trustee or Unaffiliated Trustee.

  • Vacancies (including vacancies created by increases in the number of Trustees) may be filled for the unexpired term by the remaining Trustee or by a majority of the remaining Trustees (which majority shall include a majority of the remaining Trustees that are Unaffiliated Trustees if the vacant position was formerly held by an Unaffiliated Trustee).

  • If a member of a Trustee's immediate family could not be an Unaffiliated Trustee, such Trustee shall not be considered an Unaffiliated Trustee.

  • Unaffiliated Trustee" shall mean a Trustee who (i) is not an officer or employee of the Trust or any Affiliated Person of the Trust, and (ii) who performs no services for the Trust or any Affiliated Person of the Trust except in his capacity as a Trustee.

  • All impairment losses in respect of these investments are recognized in profit or loss and can not be reversed.


More Definitions of Unaffiliated Trustee

Unaffiliated Trustee means any trustee of a Fund who is an Interested Person of the Fund, but who is not an affiliated person of Adviser or a Fund’s distributor within the meaning of Section 2(a)(3) of the 1940 Act.
Unaffiliated Trustee means a Trustee who, in his individual capacity, (i) is not an Affiliate of the Advisor or the Controlling Shareholder, (ii) does not own any interest in the Advisor or the Controlling Shareholder, and (iii) does not perform any services for the Trust except as Trustee; provided that officers or employees of Compass Retail, Inc. shall also be deemed "Unaffiliated Trustees" for purposes of this definition.
Unaffiliated Trustee means a Trustee Fund who is an Interested Person of the Trust, but who is not an affiliated person of Advisor or the Trust’s distributor within the meaning of Section 2(a)(3) of the 1940 Act.
Unaffiliated Trustee means a Trustee of the Trusts who is not an officer, trustee, director, employee or owner of 5% or more of the outstanding stock of the Advisor or the Advisor's parent or any subsidiary of the Advisor or its parent. The term includes all Disinterested Trustees.
Unaffiliated Trustee means a Trustee who, in his individual capacity, (i) is not an Affiliate of the Adviser, (ii) does not own any interest in the Adviser, and (iii) does not perform any other services for the Trust except as Trustee.

Related to Unaffiliated Trustee

  • Interested Trustee means any trustee of a Plan who is also (a) an officer, director, trustee, partner or employee of, or who owns, controls, or holds power to vote 5% or more of the outstanding voting securities of, (i) any Insured (other than such Plan), or (ii) any Affiliated Entity, or (iii) any Fund to which such Insured or any Affiliated Entity provides any services, or (b) an Insured or an Affiliated Entity.

  • Disinterested Trustee means a Trustee of a Fund who is not an “interested person” of the Fund within the meaning of Section 2(a)(19) of the 1940 Act.

  • Sub-Adviser means Nuveen Asset Management, LLC, the Fund’s sub-adviser, which is a subsidiary of the Investment Adviser.

  • portfolio adviser means a person or company that provides investment advice or portfolio management services under a contract with the investment fund or with the manager of the investment fund;