Adviser's Duties. The Adviser agrees to provide continuous professional investment management for the invested assets of the Company and the Trust Funds. The Adviser shall provide an investment program which complies with and is at all times subject to the written policies, directives, and guidelines established from time to time by the Company’s Board of Directors, ICC, EBPAC or any other authorized investment oversight body of the Company, as applicable. The Company shall keep the Adviser informed of changes or modifications to the Company’s investment objectives and investment restrictions. The investment program shall also comply with all applicable state and federal laws, rules, and regulations. In carrying out this investment program, the Adviser shall perform the following functions at such times and with such frequency as may be reasonably required by the Company and EBPAC: (a) Make investment decisions and be responsible for investment and reinvestment of the investment portfolio; (b) Perform research, statistical analysis, and continuous supervision of each investment portfolio; (c) Provide to the Company and EBPAC the data and information concerning investment activity required to enable the Company to prepare and file all necessary statutory statements, tax returns, and any other reports or returns of a regulatory nature which must be prepared or filed from time to time on behalf of the Company; (d) Monitor systems and procedures for proper functioning of all investment activities to ensure compliance with the requirements of applicable federal and state regulatory law, rules and regulations; and (e) Render to the Company and EBPAC any periodic and special reports reasonably requested.
Appears in 1 contract
Sources: Investment Advisory Agreement (MEMBERS Life Insurance Co)
Adviser's Duties. The Adviser agrees to provide continuous professional investment management for the invested assets of the Company and the Trust Funds. The Adviser shall provide an investment program which complies with and is at all times subject to the written policies, directives, and guidelines established from time to time by the Company’s 's Board of Directors, ICC, EBPAC or any other authorized investment oversight body of the Company, as applicable. The Company shall keep the Adviser informed of changes or modifications to the Company’s 's investment objectives and investment restrictions. The investment program shall also comply with all applicable state and federal laws, rules, and regulations. In carrying out this investment program, the Adviser shall perform the following functions at such times and with such frequency as may be reasonably required by the Company and EBPAC:
(a) Make investment decisions and be responsible for investment and reinvestment of the investment portfolioportfoiio;
(b) Perform research, statistical analysis, and continuous supervision of each investment portfolio;
(c) Provide to the Company and EBPAC the data and information concerning investment activity required to enable the Company to prepare and file all necessary statutory statements, tax returns, and any other reports or returns of a regulatory nature which must be prepared or filed from time to time on behalf of the Company;
(d) Monitor systems and procedures for proper functioning of all investment activities to ensure compliance with the requirements of applicable federal and state regulatory law, rules and regulations; and
(e) Render to the Company and EBPAC any periodic and special reports reasonably requested.
Appears in 1 contract
Sources: Investment Advisory Agreement (MEMBERS Life Insurance Co)
Adviser's Duties. The Adviser agrees to provide continuous professional investment management for the invested assets of the Company Invested Assets and the Trust Funds. The Adviser shall provide an investment program which complies with and is at all times subject to the written policies, directives, and guidelines established from time to time by the Company’s Board of Directors, ICC, EBPAC or any other authorized investment oversight body of the Company, as applicable. The Company shall keep the Adviser informed of changes or modifications to the Company’s investment objectives and investment restrictions. The investment program shall also comply with all applicable state and federal laws, rules, and regulations. In carrying out this investment program, the Adviser shall perform the following functions at such times and with such frequency as may be reasonably required by the Company and EBPAC:
(a) Make investment decisions and be responsible for investment and reinvestment of the investment portfolio;
(b) Perform research, statistical analysis, and continuous supervision of each investment portfolio;
(c) Provide to the Company and EBPAC the data and information concerning investment activity required to enable the Company to prepare and file all necessary statutory statements, tax returns, and any other reports or returns of a regulatory nature which must be prepared or filed from time to time on behalf of the Company;
(d) Monitor systems and procedures for proper functioning of all investment activities to ensure compliance with the requirements of applicable federal and state regulatory law, rules and regulations; and
(e) Render to the Company and EBPAC any periodic and special reports reasonably requested.
Appears in 1 contract
Sources: Investment Advisory Agreement (MEMBERS Life Insurance Co)
Adviser's Duties. The Adviser agrees to provide continuous professional investment management for the invested assets of the Company Invested Assets and the Trust Funds. The Adviser shall provide an investment program which complies with and is at all times subject to the written policies, directives, and guidelines established from time to time by the Company’s 's Board of Directors, ICC, EBPAC or any other authorized investment oversight body of the Company, as applicable. The Company shall keep the Adviser informed of changes or modifications to the Company’s 's investment objectives and investment restrictions. The investment program shall also comply with all applicable state and federal laws, rules, and regulations. In carrying out this investment program, the Adviser shall perform the following functions at such times and with such frequency as may be reasonably required by the Company and EBPAC:
(a) Make investment decisions and be responsible for investment and reinvestment of the investment portfolio;
(b) Perform research, statistical analysis, and continuous supervision of each investment portfolio;
(c) Provide to the Company and EBPAC the data and information concerning investment activity required to enable the Company to prepare and file all necessary statutory statements, tax returns, and any other reports or returns of a regulatory nature which must be prepared or filed from time to time on behalf of the Company;
(d) Monitor systems and procedures for proper functioning of all investment activities to ensure compliance with the requirements of applicable federal and state regulatory law, rules and regulations; and
(e) Render to the Company and EBPAC any periodic and special reports reasonably requested.
Appears in 1 contract
Sources: Investment Advisory Agreement (MEMBERS Life Insurance Co)