Fiduciary Acknowledgement. When MOIS and your Representative provide investment advice to you regarding your retirement plan or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours.
Appears in 4 contracts
Samples: Mois Customer Agreement, Mois Customer Agreement for Retirement Plans, Mois Customer Agreement
