Wealth Management Service definition

Wealth Management Service means the wealth management services provided in accordance with the Wealth Management Business Terms in Schedule A.
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Wealth Management Service means the wealth management services provided in accordance with the Wealth Management Business Terms in Schedule A. Annex 1Risk Disclosure Statement
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Wealth Management Service means the wealth management services provided in accordance with the Wealth Management Business Terms in Schedule A, and includes the services referred to as “Managed Portfolios” and “Cash Management” on our Platform. “Managed Portfolios” include our Core, REIT+, Income+, Protected, Thematic and Custom portfolios, and “Cash Management” includes our Cash+ Flexi and Cash+ Guaranteed portfolios.
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Examples of Wealth Management Service in a sentence

  • Further, we may also elect not to provide or continue to provide you with the Wealth Management Service.

  • We will gather information about you to help define your needs and priorities.• Wealth Management Service: This is our comprehensive service incorporating a full financial and retirement planning review.

  • Liberty Bank’s Private Banking and Wealth Management Service Fee(s) or Service Fee(s) Fees set by the Bank as prescribed under the Fee Schedule.

  • In relation to the Investment Management Service and the Wealth Management Service, we will also consider the impact of a transaction on your portfolio as a whole.

  • This is our main Wealth Management Service and is designed for clients with pensions and investments in excess of £150,000.

  • Buyer shall pay 3% of the paid amount as penalty when terminating this agreement other than in cases involving force majeure.

  • StrategIQ clients that use the Wealth Management Service experience many benefits, including substantial savings of time from not needing to manually update lots of information and the simplification of understanding large quantities of interrelated data thanks to the logical arrangement and visually appealing presentation of such data in the form of reports.

  • Unless you have written to us and provided us with confirmation of any additional restrictions that must be applied to your Davy Portfolio and we have accepted that request and reflected these restrictions in your amended Investor Policy Statement, such specific restrictions shall not apply in managing your Davy Portfolio.Where you have chosen the Wealth Management Service and because you have appointed us your discretionary investment manager, we are not obliged to execute orders given by you to us.

  • If you have chosen our Wealth Management Service then you have appointed us to provide the Integrated Financial Planning and Investment Management Service.

  • This Schedule shall govern your use of and access to the Platform for the purpose of utilising the Wealth Management Service.

Related to Wealth Management Service

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Case management services means planned referral, linkage, monitoring and support, and advocacy provided in partnership with a consumer to assist that consumer with self sufficiency and community tenure and take place in the individual’s home, in the community, or in the facility, in accordance with a service plan developed with and approved by the consumer and qualified staff.

  • Investment Services means the Investment Services under the Company’s CIF license which can be found in the document “Company Information”.

  • Appraisal management services means one or more of the following:

  • Cash Management Services means any cash management or related services including treasury, depository, return items, overdraft, controlled disbursement, merchant store value cards, e-payables services, electronic funds transfer, interstate depository network, automatic clearing house transfer (including the Automated Clearing House processing of electronic funds transfers through the direct Federal Reserve Fedline system) and other cash management arrangements.

  • Management Services means the services specified in sub-clauses 3.1 to 3.8 as indicated affirmatively in Boxes 5 to 12.

  • Management Services Agreement has the meaning set forth in Section 2.1(d).

  • Procurement Services shall refer to a business unit of OGS, formerly known as New York State Procurement (“NYSPro”) and Procurement Services Group (“PSG”).

  • payment service means any business activity set out in Annex I;

  • Employment services organization means an organization that provides community-based employment services to individuals with disabilities that is an approved Commission on Accreditation of Rehabilitation Facilities (CARF) accredited vendor of the Department of Aging and Rehabilitative Services.

  • Settlement Service as defined in Subsection 11.6(b).

  • Management Services Agreements means, collectively, the Management Services Agreement, dated February 25, 2006, between Sabine Pass LNG and Sabine Pass LNG-GP, Inc. and the Management Services Agreement, dated September 1, 2006, between Sabine Pass LNG-GP, Inc. and Cheniere LNG Terminals.

  • payment service provider means a person whose business includes the provision of transfer of funds services;

  • Payment Services means such Services as We provide in relation to payments into and out of Your Account.

  • Employment Services means services designed to assist Consumers with obtaining Employment. Services may include, but are not limited to, application completion, resume development, interview training, and providing access to job listings.

  • Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following:

  • Current service means the number of years and months of employment as an

  • Replacement Service Provider means any third party service provider appointed to perform the Services by the Purchaser from time to time.

  • Client services means services provided directly to agency

  • Outplacement Services means professional outplacement services determined by the Employer to be suitable to the Executive’s position. The maximum amount that the Employer will pay for such services is set forth on the first page of the Agreement. The outplacement services shall be made available until the earlier of (i) such time as the aggregate cost to the Employer of the outplacement services reaches the maximum amount specified on the first page of the Agreement, and (iii) the date on which the Executive obtains another full-time job. The Employer will not pay the Executive cash in lieu of professional outplacement services.

  • Supported employment services means provision of job training and supervision available to assist an individual who needs intensive ongoing support to choose, get, and keep a job in a community business setting. Supported employment is a service planned in partnership with public vocational assistance agencies and school districts and through Social Security Work Incentives when available.

  • Replacement Services means any services which are substantially similar to any of the Services and which the Customer receives in substitution for any of the Services following the Contract Expiry Date, whether those services are provided by the Customer internally and/or by any third party;

  • Discretionary 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, where under the Portfolio Manager exercises any degree of discretion in the investments or management of assets of the Client.

  • Outpatient services means those services rendered in a practitioner’s office or in the department of an approved facility where services are rendered to persons who have not had an overnight stay and are not charged for room and board.

  • Security Management Plan means the Supplier's security management plan prepared pursuant to paragraph 3 of schedule 2 an outline of which is set out in paragraph 2.7 of the Order Form as updated from time to time;

  • Inpatient services means services provided to you as an admitted inpatient in a recognised private or public hospital for treatment that is in an included clinical category, has a Medicare item number allocated and a Medicare benefit is payable.