Annuitant’s Account and Statements. The Trustee will maintain an account in the name of the Annuitant showing all contributions made to the Plan and all investment Transactions made at the direction of the Annuitant. The Trustee shall forward to the Annuitant in respect of each year a statement(s) showing all contributions and investment Transactions made and all income and expenses earned or incurred during such period.
Appears in 3 contracts
Samples: Client Agreement, Securities Dealer and Investment Advisor Agreement, Investment Advisory Agreement
Annuitant’s Account and Statements. The Trustee will maintain an account in the name of the Annuitant showing all contributions made to the Plan and all investment Transactions transactions made at the direction of the Annuitant. The Trustee shall forward to the Annuitant in respect of each year a statement(s) showing all contributions and investment Transactions transactions made and all income and expenses earned or incurred during such period.
Appears in 1 contract
Samples: Client Agreement
