Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Account. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the Depositor.
Appears in 44 contracts
Samples: www.zacksfunds.com, www.zacksfunds.com, mf.bahl-gaynor.com
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the Depositor.
Appears in 32 contracts
Samples: www.iraxp.com, Custodial Agreement, Custodial Agreement
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Designated Beneficiary, Depositor or Responsible Individual all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the DepositorDesignated Beneficiary, Depositor or Responsible Individual.
Appears in 11 contracts
Samples: Customer Information Brochure, www.infi.biz, www.eregal.com
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Account. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the Depositor.
Appears in 8 contracts
Samples: iqr.acr-investfunds.com, mqr.acr-investfunds.com, www-us.computershare.com
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor Participant all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the DepositorParticipant.
Appears in 7 contracts
Samples: Simple Ira, Custodial Agreement, Simple Ira
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor Account Beneficiary all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the DepositorAccount Beneficiary.
Appears in 6 contracts
Samples: Customer Information Brochure, firstasset.biz, www.infi.biz
Disclosures and Voting. The Custodian shall deliverdeliver to Depositor, or cause to be executed and delivered, delivered to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from Depositor that the DepositorCustodian, in its sole discretion, finds to be adequate.
Appears in 5 contracts
Samples: Custodial Agreement, Custodial Agreement, Simple Ira
Disclosures and Voting. The Custodian shall deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from Depositor. Any shares of stock for which the DepositorCustodian does not receive written voting instructions from the Depositor will be treated as described in the Program Literature.
Appears in 1 contract
Samples: www-us.computershare.com
Disclosures and Voting. The Custodian Custodian, where requested by the Depositor in writing, shall deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Accountaccount. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by from the Depositor to the Custodian of adequate written instructions from acceptable to the DepositorCustodian.
Appears in 1 contract
Samples: Roth Individual Retirement Account
Disclosures and Voting. The Custodian shall or Administrator may deliver, or cause to be executed and delivered, to the Depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the Custodial Account. The Custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the Custodian of adequate written instructions from the Depositor.
Appears in 1 contract
Samples: www.theentrustgroup.com