AVAILABLE INVESTMENTS Sample Clauses

AVAILABLE INVESTMENTS. TIS Brokerage Accounts can purchase all securities listed on U.S. securities exchanges (“listed securities”), as well as many mutual funds, annuities and other securities. Securities and other investments available to TIS Brokerage Account Customers (our “Platform”) are limited to investments which are (i) made available to our customers by our Clearing Firm and (ii) investments which have contracted directly with us to provide agency and other distribution services. Our Platform does not include all possible investments. Commission rates, mutual funds, mutual fund share classes and other investments available to your account will vary in accordance with your brokerage account relationship with TIS (self-directed or full service) and, if applicable, your ongoing investment advisory relationship with our affiliate, Truist Advisory Services, Inc. (“TAS”). Please see our Truist Investment Services, Inc. Investing Guide or consult with your TIS representative for additional information. Account relationships which include specific securities recommendations (“Full-Service Brokerage Account(s)”) are eligible to invest in listed securities and any investments or Securities on our Platform which TIS makes available to Full- Service Brokerage Accounts. Availability of investments will vary over time. TIS reserves the right, in its sole discretion, to determine at any time and from time to time, and with or without advance notice, which Securities, mutual fund shares, mutual fund share classes and other investments TIS will make available to its clients’ Full-Service Brokerage Accounts. TIS does not monitor your brokerage account(s) on an ongoing basis to determine the current suitability and investment merits of your investments. However, in the case of a Full-Service Brokerage Account relationship, occasionally, and without any formal agreement or obligation, your TIS representative will, in his or her sole discretion, review your Brokerage Account(s) to determine whether to recommend purchases or sales of your investments.
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AVAILABLE INVESTMENTS. (Complete only if participants direct investments.)
Sample 1
AVAILABLE INVESTMENTS. The Client understands that the Investments available for purchase on the Platform are determined by WealthTech in its sole discretion, and WealthTech may change the Investments available for purchase on the Platform from time to time without notice to or consent from Client. Notwithstanding, Xxxxxxx will continue to administer any discontinued Investment which forms part of the Client’s Trust Asset subject to the subscription terms of such Investment.
Sample 1
AVAILABLE INVESTMENTS. Subject to the terms of this Agreement and any conditions imposed by the CD from time to time, the CD shall offer execution, clearing and settlement services for trades or other dealings for Clients of the ID or, if consented to by the ID, the ID’s principal business in investments made available or approved of by the CD from time to time and which may include:
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Related to AVAILABLE INVESTMENTS

  • Commingling, Exchange and Investment of the Contributions 2.1. The Contributions shall be accounted for as a single trust fund and shall be kept separate and apart from the funds of the Bank. The Contributions may be commingled with other trust fund assets maintained by the Bank.

  • Investments Make any Investments, except:

  • Permitted Investments At any time, any one or more of the following obligations and securities:

  • Previous Investments This Agreement shall also apply to investments made before its entry into force by investors of one Contracting Party in the territory of the other Contracting Party in accordance with the latter's laws and regulations.

  • Collective Investment Vehicle An Investment Entity established in Finland that is regulated as a collective investment vehicle, provided that all of the interests in the collective investment vehicle (including debt interests in excess of $50,000) are held by or through one or more exempt beneficial owners, Active NFFEs described in subparagraph B(4) of section VI of Annex I, U.S. Persons that are not Specified U.S. Persons, or Financial Institutions that are not Nonparticipating Financial Institutions.

  • Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the Provident Trust Mutual Funds, Inc. or, if available, any other series of Provident Trust Mutual Funds, Inc. or other regulated investment companies for which Provident Trust Company serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

  • Project-Related Investments The term “investment” or “invest” as used herein shall include not only investments made by the Company and any Sponsor Affiliates, but also to the fullest extent permitted by law, those investments made by or for the benefit of the Company or any Sponsor Affiliate with respect to the Project through federal, state, or local grants, to the extent such investments are subject to ad valorem taxes or FILOT payments by the Company. [End of Article I] ARTICLE II

  • Available Balance Each time you use your Card, you authorize us to reduce the value available on your Card by the amount of the transaction and any applicable fees, taxes or other charges assessed by the merchant. Transactions that exceed the remaining balance on your Card are prohibited and should be declined at the point of sale. If, notwithstanding an insufficient balance, an authorization is received by the merchant or the merchant uses other means to proceed with the transaction, then you agree to reimburse us for any amount in excess of the Card balance for such a transaction. Refunds for Purchases Made with the Card. Any refund for goods or services purchased with the Card will be made in the form of a credit to the Card and pursuant to the refund policy of the merchants where such goods or services were purchased. If you receive a credit, the credit may not be added to the available funds on the Card for seven (7) business days. You are not entitled to receive a cash refund. Disputes with Merchants. We are not responsible for the delivery, quality, safety, legality or any other aspect of goods and services that you purchase from others with your Card. All such disputes should be addressed to the merchants from whom the goods and services were purchased.

  • Types of Available Transactions You may authorize a merchant or other payee to make a one-time Electronic Check Transaction from your checking account using information from your check to (1) pay for purchases or (2) pay bills. You may also authorize a merchant or other payee to debit your checking account for returned check fees or returned debit entry fees.

  • Investment of Contributions At the direction of the Designated Beneficiary (or the direction of the Depositor or the Responsible Individual, whichever applies) the Custodian shall invest all contributions to the account and earnings thereon in investments acceptable to the Custodian, which may include marketable securities traded on a recognized exchange or "over the counter" (excluding any securities issued by the Custodian), covered call options, certificates of deposit, and other investments to which the Custodian consents, in such amounts as are specifically selected and specified in orders to the Custodian in such form as may be acceptable to the Custodian, without any duty to diversify and without regard to whether such property is authorized by the laws of any jurisdiction as a custodial account investment. The Custodian shall be responsible for the execution of such orders and for maintaining adequate records thereof. However, if any such orders are not received as required, or, if received, are unclear in the opinion of the Custodian, all or a portion of the contribution may be held uninvested without liability for loss of income or appreciation, and without liability for interest pending receipt of such orders or clarification, or the contribution may be returned. The Custodian may, but need not, establish programs under which cash deposits in excess of a minimum set by it will be periodically and automatically invested in interest-bearing investment funds. The Custodian shall have no duty other than to follow the written investment directions of the Designated Beneficiary (or the Depositor or Responsible Individual), and shall be under no duty to question said instructions and shall not be liable for any investment losses sustained by the Designated Beneficiary.

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