Common use of Customer Instructions Clause in Contracts

Customer Instructions. (a) You represent and warrant that you have full authority to act on behalf of each Customer and will act only in accordance with the scope of your authority when acting on behalf of the Customer. (b) If a Customer’s account with a Fund is established without the Customer signing an account application, you represent and warrant that the instructions relating to account establishment and shareholder options (whether on the account application, in another document or orally) are in accordance with the Customer’s instructions. (c) You agree to provide all necessary information for us and the Funds to comply properly with all federal, state and local reporting requirements for your Customer accounts. You represent and warrant that all Taxpayer Identification Numbers (“TINs”) you provide are certified and that you will not establish an account without a certified TIN. (d) You agree to be responsible to the Funds, the Transfer Agent and us for any losses, claims, damages or expenses resulting from acting upon such authority, instructions and performance.

Appears in 6 contracts

Samples: Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust II), Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust), Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust II)

AutoNDA by SimpleDocs

Customer Instructions. (a) You represent and warrant that you have full authority to act on behalf of each Customer and will act only in accordance with the scope of your authority when acting on behalf of the Customer. (b) If a Customer’s 's account with a Fund is established without the Customer signing an account application, you represent and warrant that the instructions relating to account establishment and shareholder options (whether on the account application, in another document or orally) are in accordance with the Customer’s 's instructions. (c) You agree to provide all necessary information for us and the Funds to comply properly with all federal, state and local reporting requirements for your Customer accounts. You represent and warrant that all Taxpayer Identification Numbers ("TINs") you provide are certified and that you will not establish an account without a certified TIN. (d) You agree to be responsible to the Funds, the Transfer Agent and us for any losses, claims, damages or expenses resulting from acting upon such authority, instructions and performance.

Appears in 2 contracts

Samples: Mutual Fund Sales Agreement (Riversource Bond Series Inc), Mutual Fund Sales Agreement (Columbia Funds Variable Trust I)

Customer Instructions. (a) You represent and warrant that you have full authority to act on behalf of each Customer and will act only in accordance with the scope of your authority when acting on behalf of the Customer. (b) If a Customer’s account with a Fund is established without the Customer signing an account application, you represent and warrant that the instructions relating to account establishment and shareholder options (whether on the account application, in another document or orally) are in accordance with the Customer’s instructions. (c) You agree to provide all necessary information for us and the Funds to comply properly with all federal, state and local reporting requirements for your Customer accounts. You represent and warrant that all Taxpayer Identification Numbers (“TINs”) you provide are certified and that you will not establish an account without a certified TIN. (d) You agree to be responsible to the Funds, the Transfer Agent and you agree to reimburse the Funds, the Transfer Agent and us for any losses, claims, damages or expenses resulting from acting upon such authority, instructions and performance.

Appears in 1 contract

Samples: Mutual Fund Sales Agreement (Thrivent Mutual Funds)

AutoNDA by SimpleDocs

Customer Instructions. (a) You represent and warrant that you have full authority to act on behalf of each Customer and will act only in accordance with the scope of your authority when acting on behalf of the Customer. (b) If a Customer’s 's account with a Fund is established without the Customer signing an account application, you represent and warrant that the instructions relating to account establishment and shareholder options (whether on the account application, in another document or orally) are in accordance with the Customer’s 's instructions. (c) You agree to provide all necessary information for us and the Funds to comply properly with all federal, state and local reporting requirements for your Customer accounts. You represent and warrant that all Taxpayer Identification Numbers (“TINs”"TINS") you provide are certified and that you will not establish an account without a certified TIN. (d) You agree to be responsible to the Funds, the Transfer Agent and us for any losses, . claims, damages or expenses resulting from acting upon such authority, instructions and performance.

Appears in 1 contract

Samples: Underwriting Agreement (Columbia Acorn Trust)

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!