The Products and Services We Offer Sample Clauses

This clause defines and outlines the specific products and services that a company provides to its customers. It typically lists or describes the range of offerings, such as physical goods, digital products, or various service packages, and may clarify any limitations or exclusions. By clearly specifying what is available, this clause helps manage customer expectations and reduces the risk of misunderstandings or disputes regarding the scope of the company's obligations.
The Products and Services We Offer. Please see “Our Prod- ucts and Services” for a comprehensive summary of our beneficial products and services.
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The Products and Services We Offer. As a portfolio manager, we offer investment management services through investment funds created and managed by us and directly to high net worth individuals and institutions through separately managed accounts. As an exempt market dealer, we offer dealer services to clients who purchase securities of our funds directly from us. As an exempt market dealer, we will only trade in securities distributed under a prospectus exemption (for example, to “accredited investors” within the meaning of applicable securities laws). We also act as an investment fund manager for investment funds created and advised by us.
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The Products and Services We Offer. Please see our “Our Products and Services” for a comprehensive summary of all our beneficial products and services.
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The Products and Services We Offer. As an exempt market dealer, we sell Class “A” Shares of WMIC, a related entity, as well as securities of First Source Mortgage Corporation, another related entity and do not offer any other investment products or services. You may ask your dealing representative of WML about First Source Mortgage Corporation if you would like more information about it. This relationship disclosure information assumes that you have agreed to invest in WMIC through WML. You should know that other investment dealers (members of IIROC) also may trade in Class “A” Shares of WMIC with their clients and Kensington Capital Advisors Inc. also may trade in such shares for their clients (in their capacity as a registered exempt market dealer). Kensington Capital Advisors Inc. acts as sales agent for us and we pay it a fee of 0.35% per annum for a period of seven years (so long as the security continues to be held) in respect of capital invested in WMIC through its efforts or through any investment dealer (member of IIROC). WML also acts as the general partner to Westboro Mortgage Investment LP, of which WMIC is the sole limited partner, and receives distributions from Westboro LP in respect of its services as general partner. As general partner of Westboro LP, WML acts as the administrator of Westboro LP and receives distributions (revenues) from Westboro LP for its services.
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The Products and Services We Offer. BMO ▇▇▇▇▇▇▇ ▇▇▇▇▇ offers a full range of products and services, available on Canadian and global markets, to meet the investment objectives of clients. This includes, but is not limited to equities, fixed income, mutual funds, derivatives (including options), exchange-traded funds, precious metals certificates, alternative investments (such as Principal Protected Notes), and cash management solutions. Depending on your needs, our dedicated Investment Advisors can offer you a full range of wealth management planning services, including but not limited to: financial; retirement; estate; business succession; and philanthropic planning . Through our affiliate, BMO Estate and Insurance Advisory Services Inc . (“EIASI”), and our insurance-licensed Investment Advisors (Financial Security Advisors in Quebec), we provide insurance sales, service, and advice, including a full range of insurance products, such as segregated funds . Please note the following when our dual-licensed Advisors and employees deal with you: • in respect to insurance products, they are acting on behalf of EIASI, and • in respect to investment products, they are acting on behalf of BMO ▇▇▇▇▇▇▇ ▇▇▇▇▇. For a comprehensive list of products and services, please visit our website at ▇▇▇.▇▇▇.▇▇▇/▇▇▇▇▇▇▇▇▇▇▇▇ or contact your Investment Advisor . The Account(s) You Have and How They Operate Together, you and your BMO ▇▇▇▇▇▇▇ ▇▇▇▇▇ Investment Advisor will determine the right account(s), products and services to best suit your needs. The following is an overview of the main account types, and details of each, available through BMO ▇▇▇▇▇▇▇ ▇▇▇▇▇: Your Investment Advisor is responsible for providing suitable and unbiased investment recommendations to you that meet the standard of care expected of a trained investment professional, based on the information that you provide to us upon account opening. You/your authorized representative are responsible for, and direct, all trading activities and investment decisions with respect to the account. In consultation with you so that we can confirm your personal goals, investment objectives and tolerance for risk, your Investment Advisor will prepare an Investment Policy Statement (“IPS”) that will govern and guide all investment decisions and activities in the account. Once the Investment Policy Statement is defined, your Investment Advisor will recommend a managed assets program that aligns with your IPS and is best suited for your personal situation. Once a pro...
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Related to The Products and Services We Offer

  • Products and Services General Information

  • Other Products and Services As our customer, you have access to a suite of financial products and services availed by ourselves, our affiliates and strategic partners designed to help you address and achieve your financial needs and goals. You agree that you can obtain information about such Products and Services via our website ▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇.▇▇ and you further agree that we can from time to time communicate information in relation to such Products or Services to you specifically or generally to all cardmembers via such communication mode as we consider appropriate.

  • Additional Products and Services Subject to the allocation of funds, the CPO may add similar equipment, supplies, services, or locations, within the scope of this Agreement, to the list of equipment, supplies, services, or locations to be performed or provided by giving written notification to Contractor. For purposes of this Section, the “Effective Date” means the date specified in the notification from the CPO. As of the Effective Date, each item added is subject to this Agreement, as if it had originally been a part, but the charge for each item starts to accrue only on the Effective Date. In the event the additional equipment, supplies, services, or locations are not identical to the items(s) already under this Agreement, the charges therefor will then be Contractor’s normal and customary charges or rates for the equipment, supplies, services, or locations classified in the Fees and Costs (Exhibit “F”).

  • Third Party Products and Services Any third-party hardware, software and/or services that is delivered by ResMed for use either standalone or in conjunction with ResMed products and/or services, shall be subject to the third-party terms and conditions and/or license agreements between Customer and the third party. Such third-party hardware, software and/or services is provided by ResMed "AS IS," without any warranty of any kind. Any representations or warranties as to such hardware, software and/or services shall only be as granted by the applicable third parties, if any, that accompany such products and/or software and/or services. Any representations, warranties, or other similar obligations with respect to such third-party hardware, software and/or services flow directly from the third party to Customer and ResMed shall have no responsibility at all for any such representations, warranties, obligations or lack thereof.

  • Proposed Goods and Services Proposed Goods and Services pdf D/M/WBE Certification OPTIONAL No response Warranty No response