Common use of CUSTODIAN FEES Clause in Contracts

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