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 Xxxx XXX, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 XXX. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE XXX. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE XXX using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) of the Internal Revenue Code) Do not File Form 5305-SA (March 2002) Department of the Treasury Internal Revenue Service The participant and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX l
Appears in 2 contracts
Samples: 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 Xxxx XXX, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 Xxxx XXX. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE Xxxx XXX. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE Xxxx XXX using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) Section 408A of the Internal Revenue Code) Do not Not File with Form 5305-SA RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The participant depositor and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX lService
Appears in 2 contracts
Samples: 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 Xxxx XXXIRA, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 SIMPLE Xxxx XXX. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE Xxxx XXX. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE Xxxx XXX using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) Section 408A of the Internal Revenue Code) Do not Not File with Form 5305-SA RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The participant depositor and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX lService
Appears in 1 contract
Samples: 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 Xxxx XXX, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 XXXIRA. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE XXXIRA. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE XXX IRA using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) of the Internal Revenue Code) Do not File Form 5305-SA (March 2002) Department of the Treasury Internal Revenue Service The participant and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX IRA l
Appears in 1 contract
Samples: 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 Xxxx XXX, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 Xxxx XXX. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE Xxxx XXX. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE Xxxx XXX using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) Section 408A of the Internal Revenue Code) Do not Not File with Form 5305-SA RA (Rev. March 2002) Department of the Treasury Internal Revenue Service The participant depositor and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX lService
Appears in 1 contract
Samples: 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 Xxxx XXX, including any legal, accounting, distribution, transfer, termination or other designated fees. Such fees may be charged to you or directly to your Xxxx XXX 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 XXX. Folio is a self clearing registered broker/dealer, and also provides certain administrative and investment services for your SIMPLE XXX. The Kingdom Trust Company ("Kingdom Trust", "we", "us", "our"), a South Dakota trust company, is the custodian of your SIMPLE XXX using Folio's Platform as sub-custodian to hold your assets. (Under section 408(p) of the Internal Revenue Code) Do not File Form 5305-SA (March 2002) Department of the Treasury Internal Revenue Service The participant and the custodian make the following agreement: With the Internal Revenue Service Check if transfer SIMPLE XXX l
Appears in 1 contract
Samples: Customer Agreement