Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE XXX investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE XXX investments will generally be registered in our name or our nominee's name for the benefit of your SIMPLE XXX. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your SIMPLE XXX to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent's decisions, and you are responsible for the agent's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then-current policies and procedures.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE XXX IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE XXX Beneficiary IRA investments will generally be registered in our name or our nominee's ’s name for the benefit of your SIMPLE XXXBeneficiary IRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your SIMPLE XXX Beneficiary IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent's ’s decisions, and you are responsible for the agent's ’s actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then-then current policies and procedures.
Appears in 3 contracts
Samples: www.rbfcu.org, www.rbfcu.org, www.rbfcu.org
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE XXX investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE XXX investments will generally be registered in our name or our nominee's name (if applicable) for the benefit of your SIMPLE XXX. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your SIMPLE XXX to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent's decisions, and you are responsible for the agent's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then-current policies and procedures.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE XXX IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE XXX IRA investments will generally be registered in our name or our nominee's name (if applicable) for the benefit of your SIMPLE XXXIRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your SIMPLE XXX IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent's decisions, and you are responsible for the agent's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then-current policies and procedures.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE XXX IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE XXX IRA investments will generally be registered in our name or our nominee's name (if applicable) for the benefit of your SIMPLE XXXIRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your SIMPLE XXX IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent's decisions, and you are responsible for the agent's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then-then current policies and procedures.
Appears in 1 contract
Samples: weitzinvestments.com