| The due diligence process does not end when an investment advisor is selected. |
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| Shelton worked as an investment advisor in New York City for over 50 years. |
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| From 1991 to 2001, he was employed as an investment advisor with a number of firms in the brokerage industry. |
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| You'll receive personal service and the expertise of a qualified investment advisor. |
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| A client of TD Waterhouse wrote a letter complaining about his dealings with an investment advisor, who had since left the bank. |
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| If you aren't sure about the cost of an investment, ask your investment advisor to provide it to you. |
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| A Fund's portfolio turnover rate indicates how actively the Fund's investment advisor manages its portfolio investments. |
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| If you have any doubts, you should seek advice from your investment advisor. |
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| Your orders can be placed in writing or by telephone to your investment advisor. |
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| A Holder should consult with his or her investment advisor as to whether the Holder's investment in the Deposit Notes is eligible for protection in light of such Holder's particular circumstances. |
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| The VON, the investment advisor or the Actuary shall not be liable in any manner if the Fund shall be insufficient to provide for the payment of all benefits subject to the provisions of the Pension Benefits Act. |
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| Printable version for your files or investment advisor. |
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| You may also contact your investment advisor to request this information. |
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| Mackenzie's management fee revenues are earned from services it provides as fund manager to the Mackenzie mutual funds and as investment advisor to sub-advisory and institutional accounts. |
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| If the return you earned is not equal to your theoretical return, we encourage you to speak to your investment advisor or your financial planner to determine why. |
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| When the Company invests in feeder funds managed by entities affiliated to the sub-fund's manager or investment advisor no issue, redemption or conversion fees may be charged to the Company. |
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| The requirement that an investment advisor act as trusted advisor and at the same time as a fiduciary to assignees and creditors raises potential for a conflict of interest. |
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| In order for us to ensure that your generous gift of securities is received and receipted as quickly as possible, we request that you forward the share transfer form to your investment advisor. |
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| He was an investment advisor on Wall Street and in Connecticut. |
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| Your investment advisor will provide professional and needs-oriented advice concerning the possible use of this product segment in your portfolio. |
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| Your investment advisor can help with this process. |
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