CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇ account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ ▇▇▇. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ ▇▇▇. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ ▇▇▇ using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A of the Internal Revenue Code) Do Not File with Form 5305-RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor and the custodian make the following agreement: Internal Revenue Service
Appears in 2 contracts
Sources: Customer Agreement, Customer Agreement
CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇▇ ▇▇▇, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇▇ ▇▇▇ account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ SIMPLE ▇▇▇. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ SIMPLE ▇▇▇. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ SIMPLE ▇▇▇ using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A section 408(p) of the Internal Revenue Code) Do Not not File with Form 5305-RA SA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor participant and the custodian make the following agreement: With the Internal Revenue ServiceService Check if transfer SIMPLE ▇▇▇ l
Appears in 2 contracts
Sources: Customer Agreement, Customer Agreement
CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇▇ ▇▇▇, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇▇ ▇▇▇ account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Folio Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ SIMPLE ▇▇▇. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ SIMPLE ▇▇▇. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ SIMPLE ▇▇▇ using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A section 408(p) of the Internal Revenue Code) Do Not not File with Form 5305-RA SA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor participant and the custodian make the following agreement: With the Internal Revenue ServiceService Check if transfer SIMPLE ▇▇▇ l
Appears in 1 contract
Sources: Customer Agreement
CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇IRA, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇ IRA account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Folio Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ ▇▇▇. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ ▇▇▇. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ ▇▇▇ using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A of the Internal Revenue Code) Do Not File with Form 5305-RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor and the custodian make the following agreement: Internal Revenue Service
Appears in 1 contract
Sources: Customer Agreement
CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇ account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Folio Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ ▇▇▇. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ ▇▇▇. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ ▇▇▇ using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A of the Internal Revenue Code) Do Not File with Form 5305-RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor and the custodian make the following agreement: Internal Revenue Service
Appears in 1 contract
Sources: Customer Agreement
CUSTODIAN FEES. The custodian may charge reasonable fees or compensation for its services and may deduct all reasonable expenses incurred in the administration of your ▇▇▇▇ ▇▇▇, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your ▇▇▇▇ ▇▇▇ account. In addition, depending on your choice of investment vehicles, you may incur brokerage commissions or other costs attributable to the purchase or sale of assets. Notice: FOLIOfn Folio Investments, Inc. ("Folio") is the sponsor of your ▇▇▇▇ ▇▇▇SIMPLE IRA. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your ▇▇▇▇ ▇▇▇SIMPLE IRA. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your ▇▇▇▇ ▇▇▇ SIMPLE IRA using Folio's Platform as sub-custodian to hold your assets. (Under Section 408A section 408(p) of the Internal Revenue Code) Do Not not File with Form 5305-RA SA (Rev. March 2002) Department of the Treasury Internal Revenue Service The depositor participant and the custodian make the following agreement: With the Internal Revenue ServiceService Check if transfer SIMPLE IRA l
Appears in 1 contract
Sources: Customer Agreement