Platform Advisor definition
Examples of Platform Advisor in a sentence
The Manager shall be responsible for discretionary investment and reinvestment of the Client’s investment assets, funds and cash in the Account together withall interest, income, accruals and capital growth thereon, all proceeds thereof and additional funds as may be allocated by Client or Platform Advisor (the “Assets”).
The Manager and/or Custodian shall provide Platform Advisor with periodic investment reports upon reasonable request.
Manager may rely on instructions from Platform Advisor with respect to Client's Account.
Client acknowledges that as a participant in the managed accounts program of the Platform Advisor, broker- dealers used for the execution of securities brokerage transactions for the Assets are directed by client to Platform Advisor and not Manager.
In such capacity, Platform Advisor and/or its affiliate is referred to herein as the "Custodian." Client represents that the Custodian is, and any additional or future custodian will be, a “qualified custodian” as defined in Rule 206(4)-2 under the Advisers Act.
Platform Advisor will instruct the Trustee and Custodian not to forward to the Manager any information concerning such actions.