Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Brown Advisory Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Sphere Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of The Xxxxxxx Funds, Inc., c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of LKCM Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of The Xxxxxx Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of PRIMECAP Odyssey Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxxxxx Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsProvident Trust Strategy Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701X.X. Xxx 000, MilwaukeeXxxxxxxxx, Wisconsin 53201- 0701Xxxxxxxxx 00000-0000. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Villere Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsSpyglass Growth Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsYCG Enhanced Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701X.X. Xxx 000, MilwaukeeXxxxxxxxx, Wisconsin 53201- 0701Xxxxxxxxx 00000-0000. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Medalist Partners Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Osterweis Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsXxxxxx XXXX Cap Growth Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsPIA BBB Bond Fund or PIA MBS Bond Fund or PIA High Yield (MACS) Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxxxx Square Partners Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Osterweis Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701X.X. Xxx 000, MilwaukeeXxxxxxxxx, Wisconsin 53201- 0701Xxxxxxxxx 00000-0000. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxxxxx Capital Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Frontier Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsPatient Capital Management, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxxx Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsCornerCap Small-Cap Value Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsBridges Investment Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of RBC Mutual Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of CrossingBridge Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Tortoise Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsDavidson Multi-Cap Equity Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsProvident Trust Strategy Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Coho Partners Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxxx Value Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsGoodHaven Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Boston Common ESG Impact Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Xxxxx Capital Mutual Funds, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of Baird Funds, Inc., c/o U.S. Bank Global Bancorp Fund Services, LLC, P.O. Box 701, Milwaukee, Wisconsin 53201- 070153201. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred an IRA account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right also applies to all Xxxx IRAs and Xxxxxxxxx Education Savings AccountsIRAs. These accounts IRAs will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Individual Retirement Account Disclosure Statement & Custodial Account Agreement
Can I Revoke My Account. This account may be revoked any time within seven calendar days after it is established by mailing or delivering a written request for revocation to: Permanent Portfolio Family of FundsMainGate MLP Fund, c/o U.S. Bank Global Fund Services, P.O. Box 701, Milwaukee, Wisconsin 53201- 53201-0701. If the revocation is mailed, the date of the postmark (or the date of certification if sent by certified or registered mail) will be considered the revocation date. Upon proper revocation, a full refund of the initial contribution will be issued, without any adjustments for items such as administrative fees or fluctuations in market value. You may always redeem your account after this time, but the amounts distributed to you will be subject to the tax rules applicable upon distribution from a tax deferred account as discussed later and the redemption amount will be subject to market fluctuations. (While current regulations technically only extend the right to redeem a Traditional IRA, it has been assumed that the right applies to all Xxxx IRAs and Xxxxxxxxx Education Savings Accounts. These accounts will be administered consistently with that interpretation until the IRS issues guidance to the contrary.)
Appears in 1 contract
Samples: Custodial Account Agreement