Custodian Acting at Your Direction – No Investment or Tax Advice Sample Clauses

Custodian Acting at Your Direction – No Investment or Tax Advice. (a) We are acting solely as a directed Custodian to hold assets and we have no discretion to direct any investment in your Account. Accordingly, we are not a fiduciary (as said term is defined in the Internal Revenue Code, ERISA, or any other applicable federal, state or local laws) with respect to your Account. However, through our affiliate, we may receive a commission in connection with the unsolicited purchase or sale of a publicly traded security.
Sample 1
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Custodian Acting at Your Direction – No Investment or Tax Advice. (i) We are acting solely as a directed Custodian to hold IRA assets and we have no discretion to direct any investment in your IRA. Accordingly, we are not a fiduciary (as said term is defined in the Internal Revenue Code, ERISA, or any other applicable federal, state, or local laws) with respect to your IRA Account.
Sample 1

Related to Custodian Acting at Your Direction – No Investment or Tax Advice

  • What To Do If You Find A Mistake On Your Statement If you think there is an error on your statement, write to us at the address(es) listed on your statement. In your letter, give us the following information:

  • Withdrawal of Property from Market or Termination of Discussions Potential Investor acknowledges that the Property has been offered for sale subject to withdrawal of the Property from the market at any time or rejection of any offer because of the terms thereof, or for any other reason whatsoever, without notice, as well as the termination of discussions with any party at any time without notice for any reason whatsoever.

  • Information from Paying Agents The Paying Agents shall make available to the Fiscal Agent and the Registrar such information as may reasonably be required for:

  • CHANGING OR TERMINATING YOUR ACCOUNT As permitted by law, the Credit Union may change the terms of this Agreement and any attached Disclosure from time to time. Notice of any change will be given in accordance with applicable law. If permitted by law and specified in the notice to you, the change will apply to your existing account balance as well as to future transactions. Either you or the Credit Union may terminate this Agreement at any time, but termination by you or the Credit Union will not affect your obligation to pay the account balance plus any finance and other charges you owe under this Agreement. Your obligation to pay the account balance plus any finance and other charges you owe under this agreement are subject to all applicable laws and regulations regarding repayment requirements. You are also responsible for all transactions made to your account after termination, unless the transactions were unauthorized. The card or cards you receive remain the property of the Credit Union and you must recover and surrender to the Credit Union all cards upon request or upon termination of this Agreement whether by you or the Credit Union. If this is a joint account, the paragraph on JOINT ACCOUNTS of this Agreement also applies to termination of the account.

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