Disclosures and Voting. The Custodian shall deliver to Applicant/Plan Participant, or cause to be executed and delivered to Applicant/Plan Participant all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the 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 written instructions from Applicant/Plan Participant that the Custodian, in its sole discretion, finds to be adequate.
Appears in 4 contracts
Samples: Custodial Agreement, Traditional Individual Retirement Custodial Agreement, Custodial Agreement
Disclosures and Voting. The Custodian shall deliver to Applicant/Plan Participantdeliver, or cause to be executed and delivered delivered, to Applicant/Plan Participant the Designated Beneficiary, Depositor or Responsible Individual all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the 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 Applicant/Plan Participant that the CustodianDesignated Beneficiary, in its sole discretion, finds to be adequate.Depositor or Responsible Individual
Appears in 1 contract
Disclosures and Voting. The Custodian shall deliver to Applicant/Plan Participantdeliver, or cause to be executed and delivered delivered, to Applicant/Plan Participant Account Owner or Designated Beneficiary all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the 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 Applicant/Plan Participant that the Custodian, in its sole discretion, finds to be adequateAccount Owner or Designated Beneficiary.
Appears in 1 contract