Closed or Inactive Accounts Sample Clauses

Closed or Inactive Accounts. You agree to give us at least seven (7) days’ notice of any intended cash withdrawal. You agree that if your Account is closed by you in the first year of its operation, we may charge a fee to close your Account. The fee will be disclosed by us from time to time and you agree to pay the fee and authorize us to charge the fee to your Account. If your Account is inactive (meaning it has been open but there has been no trading activity during the 12-month period from July 1 to June 30 of each year), you will be charged a fee in accordance with the then-current fee schedule.
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Closed or Inactive Accounts. I agree that if my Account is closed by me in the first year of its operation, CFIS and CAM, as applicable, may charge a fee to close my Account. The fee will be disclosed by CFIS and XXX, as applicable, from time to time and I agree to pay the fee and authorize CFIS and CAM, as applicable, to charge the fee to my Account. If my Account is inactive (meaning it has been open but there has been no trading activity during the 12-month period from July 1 to June 30 of each year), I may be charged a fee in accordance with the then-current Nominee Account fee schedule. I have carefully reviewed Disclosure of Fees and Charges section. 5.36
Closed or Inactive Accounts. If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this policy.
Closed or Inactive Accounts. If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.
Closed or Inactive Accounts. If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this notice. Changes to this Privacy Policy. If Adviser makes any substantial changes in the way confidential information is used or disseminated, Adviser will notify the Client. If Client has any questions concerning this privacy policy, please write to us at 000 Xxxxxxxxxx Xxx., XX, Xxx. X, Xxxxxxx, XX 00000. Beacon Wealth Consultants, Inc. BUSINESS CONTINUITY PLAN DISCLOSURE Our Business Continuity Plan (BCP) If a significant business disruption occurs, Beacon Wealth will implement various strategies to quickly recover and resume business operations. Beacon Wealth’s BCP addresses many items, including: data backup and recovery; safeguarding customer confidential information; financial and operational assessments; alternative communications with customers and employees; alternate physical location of employees; and ensuring Beacon Wealth’s customers’ prompt access to their funds. Depending on the type of disruption, we will transfer our operations offsite, and recover and resume business as soon as possible. Emergency Contact Persons If you are unable to reach your Representative due to a significant business disruption, please call the main office at 540-345-3891. If you are unable to reach your Representative or Beacon Wealth during a significant business disruption and • you have an account held at Schwab, you may contact them directly at 800-515-2157.
Closed or Inactive Accounts. If Client decides to closes account (s) or become an inactive customer, Hurt Financial Services will adhere to the privacy policies and practices as described in this notice Changes to this Privacy Policy. If' Hurt Financial Services makes any substantial changes in the way Hurt Financial Services uses or disseminate confidential information, Hurt Financial Services will notify Client. If Client has any questions concerning this privacy policy, please write Hurt Financial Services.
Closed or Inactive Accounts. We will continue to follow the privacy policies and practices explained in our privacy pledge even after your account is closed or becomes inactive.
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Related to Closed or Inactive Accounts

  • Inactive Accounts If your PayPal account is inactive for at least 12 consecutive months, we may charge an annual inactivity fee. Inactive means that you have not logged into your PayPal account or otherwise used your PayPal account to send, receive or withdraw money. Your liability You are responsible for all reversals, chargebacks, claims, fees, fines, penalties and other liability incurred by PayPal, any PayPal user, or any third party caused by or arising out of your breach of this user agreement and/or your use of PayPal services irrespective of termination, suspension or closure You agree to reimburse PayPal, a user, or a third party for any and all such liability. Reimbursement for your liability You agree that we may set off any of the amounts held in accounts held or controlled by you with any fees, charges or other amounts you owe us and any such amounts you owe to our affiliates as defined in the Indemnification and Limitation of Liability section below (including, without limitation, in respect of any services provided by any such affiliate). In simple terms, our right to set off means that we may deduct such fees, charges or other amounts mentioned in this section from a balance in a PayPal account held or controlled by you. If there are insufficient funds in your balance to cover your liability, we reserve the right to collect the amount you owe us by deducting the amount (or any part of it) from any payments received in or money you add to your PayPal account. Otherwise you agree to reimburse us through other means. We may also recover amounts you owe us through legal means, including, without limitation, through the use of a debt collection agency.

  • Inactive and Dormant Client Accounts 18.1. If the Client Account is inactive for three (3) months or more (i.e. there is no trading, no open positions, no withdrawals or deposits), it will be charged a monthly maintenance fee. The fee will equal 10 units of the account currency and will be charged on the first day of the month following the three (3) months of inactivity.

  • Aggregation of Entity Accounts For purposes of determining the aggregate balance or value of accounts held by an Entity, a Reporting Financial Institution shall be required to take into account all accounts held by Entities that are maintained by the Reporting Financial Institution, or Related Entities, to the extent that the Reporting Financial Institution’s computerised systems link the accounts by reference to a data element such as client number or taxpayer identification number and allow account balances or values to be aggregated.

  • Business Accounts If you are a business, any authorized user of your business is authorized on such terms, conditions, and agreements as we may require to: • enter into this Agreement, as amended from time to time; • access each account of yours in any manner and for any purpose available through the Service, whether now available or available at some time in the future; and • use any Online banking service in any manner and for any purpose available through the Service, whether now available or available at some time in the future.

  • Assets as Collateral Prohibited Grantees will not encumber equipment purchased with System Agency funds without prior written approval from the System Agency.

  • Can I Roll Over or Transfer Amounts from Other IRAs or Employer Plans If properly executed, you are allowed to roll over a distribution from one Traditional IRA to another without tax penalty. Rollovers between Traditional IRAs may be made once every 12 months and must be accomplished within 60 days after the distribution. Beginning in 2015, just one 60 day rollover is allowed in any 12 month period, inclusive of all Traditional, Xxxx, SEP, and SIMPLE IRAs owned. Under certain conditions, you may roll over (tax-free) all or a portion of a distribution received from a qualified plan or tax-sheltered annuity in which you participate or in which your deceased spouse participated. In addition, you may also make a rollover contribution to your Traditional IRA from a qualified deferred compensation arrangement. Amounts from a Xxxx XXX may not be rolled over into a Traditional IRA. If you have a 401(k), Xxxx 401(k) or Xxxx 403(b) and you wish to rollover the assets into an IRA you must roll any designated Xxxx assets, or after tax assets, to a Xxxx XXX and roll the remaining plan assets to a Traditional IRA. In the event of your death, the designated beneficiary of your 401(k) Plan may have the opportunity to rollover proceeds from that Plan into a Beneficiary IRA account. In general, strict limitations apply to rollovers, and you should seek competent advice in order to comply with all of the rules governing rollovers. Most distributions from qualified retirement plans will be subject to a 20% withholding requirement. The 20% withholding can be avoided by electing a “direct rollover” of the distribution to a Traditional IRA or to certain other types of retirement plans. You should receive more information regarding these withholding rules and whether your distribution can be transferred to a Traditional IRA from the plan administrator prior to receiving your distribution.

  • Accounts Excluded from Financial Accounts The following accounts are excluded from the definition of Financial Accounts and therefore shall not be treated as U.S. Reportable Accounts.

  • Financial Institution with Only Low-Value Accounts An Estonian Financial Institution satisfying the following requirements:

  • PJM E-Accounts Buyer and Seller shall work with PJM to establish any PJM E-Accounts necessary for Seller to provide Full Requirements Service. In a timely manner, Xxxxx shall establish PJM E-Account contract(s) for the entire duration of the Transaction(s) and Seller shall confirm the PJM E-Account contract(s) for the entire duration of the Transaction(s).

  • Control of Joint Accounts Any owner is authorized and deemed to act for any other owner(s) and may instruct us regarding transactions and other account matters. Each owner guarantees the signature or authenticated request of any other owner(s). Any owner may withdraw or transfer funds, pledge to us all or any part of the shares, or stop payment on items without the consent of the other owner(s). We have no duty to notify any owner(s) about any transaction. We reserve the right to require written consent of all owners for any change to or termination of an account. If we receive written notice of a dispute between owners or inconsistent instructions from them, we may suspend or terminate the account and require a court order or written consent from all owners in order to act.

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