Sentences with phrase «managed by custodians»

IRAs are managed by custodians.

Roth IRAs are managed by custodians.

Not exact matches

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

(d) The Executive Officer shall be a member of the Board without vote; a member of the Council, of the Committee on Council Affairs, of the Executive Committee, and of the Committee on Investment and Finance; shall serve as secretary of the Board, of the Council, and of the Committee on Council Affairs, and as staff officer of the Committee on Nominations; shall be in charge of the Association's offices and shall manage the affairs of the Association in accordance with procedures prescribed by the Board; shall be custodian of the current operating funds; and shall have the authority to enter into contracts for the Association that have been approved by the Board or that are required for the conduct of the Association's activities specifically provided for in the approved annual budgets.

Develop a collection strategy and timetable to collect data managed by IT, individual custodians and other data stewards.

The right software platform can help both legal and IT manage holds more efficiently and cost - effectively by automating processes, give legal teams the ability to drive more collection activities and reduce reliance on IT for day - to - day execution and, importantly, lessen custodian disruption.

• Organized files and records by following set record keeping procedures and ensure that they are kept confidential • Operated office equipment to handle photocopying, scanning and faxing duties • Scheduled meetings and appointments and ensured that they were timely followed - up on • Maintained both hard and soft copy filing systems and managed office supplies inventory • Took and recorded information for letters and memos and coordinated travel arrangements for executives • Ascertained that all office areas were kept constantly cleaned and maintained by coordinating custodian services