Common use of Portfolio Manager and PM Strategy Provider Clause in Contracts

Portfolio Manager and PM Strategy Provider. 2.1 A Client shall be eligible to become a Portfolio Manager and use the Portfolio Management platform provided by the Company provided that he/she meets any applicable requirements required from time to time by the Company. 2.2 Subject to clauses 1.2 and 2.1 above herein, Client becomes a Portfolio Manager when creating his/her first Fund and Client becomes a PM Strategy Provider when creating his/her first PM Strategy. In order to create, manage and maintain a Fund and/or a PM Strategy the Portfolio Manager and/or PM Strategy Provider should: A. Choose a name for the Fund and/or PM Strategy; B. Describe the Fund and/or PM Strategy; C. Choose a Portfolio Management Product from the options provided by the Company from time to time; D. Set the minimum PM Investment to the Fund and/or the PM Strategy; E. Choose the leverage for the Fund and/or the PM Strategy from the options provided by the Company from time to time; F. Set the Performance Fee type and size from the options provided by the Company from time to time; G. Provide any other information required by the Company from time to time. H. Meet any requirement required by the Company from time to time such as without limitation in relation to minimum and/or maximum size of PMInvestments, the Portfolio Management Products and Portfolio Manager's trading reliability level as these requirements shall be notified from time to time by the Company and/or as these can be found in the Portfolio Manager’s Personal Area and/or the Website and/or any other document and/or policy that might be provided by the Company from time to time. 2.3 To invite a PM Investor to invest in a Fund and/or PM Strategy, the Portfolio Manager or PM Strategy Provider should share a Fund and/or PM Strategy link to or code for the Fund and/or the PM Strategy. Funds are not made publicly available, and only individuals and/or legal entities who have received a link to or code for the Fund will be able to invest. After the Client decides to invest in a Fund and/or in a PM Strategy he/she should sign any required documentation by the Company and send a request to invest in the Fund and/or in the PM Strategy. The Portfolio Manager or the PM Strategy Provider is allowed to accept or reject requests to invest in a Fund and/or in a PM Strategy. After the request is accepted by the Portfolio Manager or the PM Strategy Provider, the Client has the opportunity to make PM Investment/s in this Fund and/or in his PM Strategy. 2.4 Portfolio Manager is only able to place Orders connected to a Fund and is prohibited to make withdrawals or transfers. 2.5 The Portfolio Manager or PM Strategy Provider acknowledges and agrees that materials created, published and disseminated by him/her in relation to the Portfolio Management, within and outside the Portfolio Management platforms, including but not limited to Fund’s and/or PM Strategy’s information (e.g. biography, photo, Fund and/or PM Strategy/ies’ name, Fund and/or PM Strategy/ies’ description, social media page of the connected Fund and/or PM Strategy/ies) shall not: A. contain materials which are not in accordance with the provisions of the Agreement and/or any other regulation of the Company and/or contain illegal and/or unethical references, and/or it contains personal or other information not related to the Fund and/or PM Strategy/ies, and/or does not make sense and/or lacks consistency and/or provides misleading or unclear or unfair information and/or infringe third party rights, including trademark and other intellectual property rights; B. mislead and/or insult and/or contain racist or religious references and/or refer to illegal actions, and/or do not respect certain morality or ethical standards; A. claim Portfolio Manager’s or PM Strategy Provider’s eligibility to provide the services which may require a license, registration and/or notification in their state of residency and/or in the residency states of PM Investor/s;

Appears in 1 contract

Sources: Client Agreement

Portfolio Manager and PM Strategy Provider. 2.1 A Client shall be eligible to become a Portfolio Manager and use the Portfolio Management platform provided by the Company provided that he/she meets any applicable requirements required from time to time by the Company. 2.2 Subject to clauses 1.2 and 2.1 above herein, Client becomes a Portfolio Manager when creating his/her first Fund and Client becomes a PM Strategy Provider when creating his/her first PM Strategy. In order to create, manage and maintain a Fund and/or a PM Strategy the Portfolio Manager and/or PM Strategy Provider should: A. Choose a name for the Fund and/or PM Strategy; B. Describe the Fund and/or PM Strategy; C. Choose a Portfolio Management Product from the options provided by the Company from time to time; D. Set the minimum PM Investment to the Fund and/or the PM Strategy; E. Choose the leverage for the Fund and/or the PM Strategy from the options provided by the Company from time to time; F. Set the Performance Fee type and size from the options provided by the Company from time to time; G. Provide any other information required by the Company from time to time. H. Meet any requirement required by the Company from time to time such as without limitation in relation to minimum and/or maximum size of PMInvestmentsPM Investments, the Portfolio Management Products and Portfolio Manager's trading reliability level as these requirements shall be notified from time to time by the Company and/or as these can be found in the Portfolio Manager’s Personal Area and/or the Website and/or any other document and/or policy that might be provided by the Company from time to time. 2.3 To invite a PM Investor to invest in a Fund and/or PM Strategy, the Portfolio Manager or PM Strategy Provider should share a Fund and/or PM Strategy link to or code for the Fund and/or the PM Strategy. Funds are not made publicly available, and only individuals and/or legal entities who have received a link to or code for the Fund will be able to invest. After the Client decides to invest in a Fund and/or in a PM Strategy he/she should sign any required documentation by the Company and send a request to invest in the Fund and/or in the PM Strategy. The Portfolio Manager or the PM Strategy Provider is allowed to accept or reject requests to invest in a Fund and/or in a PM Strategy. After the request is accepted by the Portfolio Manager or the PM Strategy Provider, the Client has the opportunity to make PM Investment/s in this Fund and/or in his PM Strategy. 2.4 Portfolio Manager is only able to place Orders connected to a Fund and is prohibited to make withdrawals or transfers. 2.5 The Portfolio Manager or PM Strategy Provider acknowledges and agrees that materials created, published and disseminated by him/her in relation to the Portfolio Management, within and outside the Portfolio Management platforms, including but not limited to Fund’s and/or PM Strategy’s information (e.g. biography, photo, Fund and/or PM Strategy/ies’ name, Fund and/or PM Strategy/ies’ description, social media page of the connected Fund and/or PM Strategy/ies) shall not: A. contain materials which are not in accordance with the provisions of the Agreement and/or any other regulation of the Company and/or contain illegal and/or unethical references, and/or it contains personal or other information not related to the Fund and/or PM Strategy/ies, and/or does not make sense and/or lacks consistency and/or provides misleading or unclear or unfair information and/or infringe third party rights, including trademark and other intellectual property rights; B. mislead and/or insult and/or contain racist or religious references and/or refer to illegal actions, ,and/or do not respect certain morality or ethical standards; A. C. claim Portfolio Manager’s or PM Strategy Provider’s eligibility to provide the services which may require a license, registration and/or notification in their state of residency and/or in the residency states of PM Investor/s; D. introduce or present Portfolio Manager as an employee or representative of the Company and/or claim, directly or indirectly, that the Company and/or its Affiliates endorse, maintain any control and/or guarantee the accuracy and/or completeness of any Portfolio Manager’s statement or their activities; E. contain sexually explicit and/or any grossly offensive content, including expressions of bigotry,racism, hatred or profanity or that is hateful, threatening, or pornographic; incite violence or that contain nudity or graphic or gratuitous violence; F. contain a picture that presents a minor (child), and/or contain any content which is inappropriate and/or misleading and/or insulting of a race and/or any religion and/or refers to illegal actions, and/or does not respect certain morality standards and/or is unethical; G. contain, post or send unauthorized commercial communications (such as spam); H. collect and/or use/copy users' content or information, or otherwise accessing Website and/or the Portfolio Management platform, using automated means (such as harvesting bots, robots, spiders, or scrapers); I. engage in unlawful multi-level marketing, such as a pyramid scheme on our Websites and/or using our Services; J. contain viruses or other malicious code; K. solicit personal information and/or login information or access an account belonging to someone else; L. disable, overburden, or impair the proper working of Company, such as a denial of service attack and/or facilitate or encourage any violations of these rules; M. make misleading and/or absolute and/or untrue statements about the performance of the Fund and/or PM Strategy and/or guarantee the performance of the Fund and/or PM Strategy; N. contain information which is not related to the Fund and/or PM Strategy, does not make sense and/or lacks consistency or which is not balanced enough - overwhelmed on the positive side. O. contain false statements about its knowledge and experience and/or its trading strategy and/or its authorization and/or mislead in any way the PM Investors and/or any other users; P. contain statements which are abusive or defamatory or harassing, and/or insulting statements to the Company, its affiliates, employees, shareholders, and/or any of its Associates and/or other users or otherwise; Q. contain statements which advertise or promote any other entities and/or any services unrelated to the product; R. use the Company’s websites and/or any Company’s Services to do anything unlawful, misleading, malicious, or discriminatory; S. make references to and/or use visuals/logos of third parties including but not limited to regulatory bodies, authorities, and others without possessing the relevant permissions; T. create fund and PM Strategy names and/or fund and PM Strategy descriptions which do not make sense or have actual/useful meaning and/or is misleading and/or insulting and/or contains racist or religious references and/or refers to illegal actions, and/or does not respect certain morality or ethical standards; U. make any references to bank account details;

Appears in 1 contract

Sources: Client Agreement

Portfolio Manager and PM Strategy Provider. 2.1 A Client shall be eligible to become a Portfolio Manager or PM Strategy Provider and use the Portfolio Management platform provided by the Company provided that he/she meets any applicable requirements required from time to time by the Company. 2.2 Subject to clauses paragraphs 1.2 and 2.1 above herein, Client becomes a Portfolio Manager when creating his/her first Fund and Client becomes a PM Strategy Provider when creating his/her first PM Strategy. In order to create, manage and maintain a Fund and/or a PM Strategy the Portfolio Manager and/or or PM Strategy Provider should: A. Choose a name for the Fund and/or PM Strategy; B. Describe the Fund and/or Fundand/or PM Strategy; C. Choose a Portfolio Management Product Products from the options provided by the Company from time to time; D. Set the minimum PM Investment to the Fund and/or the PM Strategy; E. Choose the leverage for the Fund and/or the PM Strategy from the options provided by the Company from time to time; F. Set the Performance Fee type and size from the options provided by the Company from time to time; G. Provide any other information required by the Company from time to time. H. Meet any requirement required by the Company from time to time such as without limitation in relation to minimum and/or maximum size of PMInvestmentsPM Investments, the Portfolio Management Products and Portfolio Manager's trading reliability level as these requirements shall be notified from time to time by the Company and/or as these can be found in the Portfolio Manager’s Personal Area and/or the Website and/or any other document and/or policy that might be provided by the Company from time to time. 2.3 To invite a PM Investor to invest in a Fund and/or PM Strategy, the Portfolio Manager or PM Strategy Provider should share a Fund and/or PM Strategy link to or code for the Fund and/or the PM Strategy. Funds and/or PM Strategies are not made publicly available, and only individuals and/or legal entities who have received a link to or code for the Fund will be able to invest. After the Client decides to invest in a Fund and/or in a PM Strategy he/she should sign any required documentation by the Company and send a request to invest in the Fund and/or in the PM Strategy. The Portfolio Manager or the PM Strategy Provider is allowed to accept or reject requests to invest in a Fund and/or in a PM Strategy. After the request is accepted by the Portfolio Manager or the PM Strategy Provider, the Client has the opportunity to make PM Investment/s in this Fund and/or in his PM Strategy. 2.4 Portfolio Manager is only able to place Orders connected to a Fund and is prohibited to make withdrawals or transfers. 2.5 The Portfolio Manager or PM Strategy Provider acknowledges and agrees that materials created, published and disseminated by him/her in relation to the Portfolio ManagementManagement , within and outside the Portfolio Management platforms, including but not limited to Fund’s and/or PM Strategy’s information (e.g. biography, photo, Fund and/or PM Strategy/ies’ ies name, Fund and/or PM Strategy/ies’ ies description, social media page of the connected Fund and/or PM Strategy/ies) shall not: A. contain materials which are not in accordance with the provisions of the Agreement and/or any other regulation of the Company and/or contain illegal and/or unethical references, and/or it contains personal or other information not related to the Fund and/or PM Strategy/ies, and/or does not make sense and/or lacks consistency and/or provides misleading or unclear or unfair information information, and/or infringe third party rights, including trademark and other intellectual property rights; B. mislead and/or insult and/or contain racist or religious references and/or refer to illegal actions, and/or do not respect certain morality or ethical standards; A. C. claim Portfolio Manager’s or PM Strategy Provider’s eligibility to provide the services which may require a license, registration and/or notification in their state of residency and/or in the residency states of PM Investor/s; D. introduce or present Portfolio Manager or PM Strategy Provider’s as an employee or representative of the Company and/or claim, directly or indirectly, that the Company and/or its Affiliates endorse, maintain any control and/or guarantee the accuracy and/or completeness of any Portfolio Manager’s statement or their activities; E. contain sexually explicit and/or any grossly offensive content, including expressions of bigotry,racism, hatred or profanity or that is hateful, threatening, or pornographic; incite violence or that contain nudity or graphic or gratuitous violence; F. contain a picture that presents a minor (child), and/or contain any content which is inappropriate and/or misleading and/or insulting of a race and/or any religion and/or refers to illegal actions, and/or does not respect certain morality standards and/or is unethical; G. contain, post or send unauthorized commercial communications (such as spam); H. collect and/or use/copy users' content or information, or otherwise accessing Website and/or the Portfolio Management platform, using automated means (such as harvesting bots, robots, spiders, or scrapers); I. engage in unlawful multi-level marketing, such as a pyramid scheme on our Websites and/or using our Services;

Appears in 1 contract

Sources: Client Agreement