Investment Flexibility Sample Clauses

Investment Flexibility. The Treasurer and Program Manager have designed 3 Age-Based Portfolios, 7 Target Portfolios, 36 Individual Fund Portfolios, and 15 Individual Fund ETF Portfolios. The Age-Based and Target Portfolios invest in specified allocations of equity, real estate, fixed income, bank deposit, and/ or money market Underlying Investments, and the Individual Fund Portfolios and Individual Fund ETF Portfolios invest in a single Underlying Investment. Account Owners do not own shares of the Underlying Investments or mutual funds, but rather own shares in a Portfolio of the Program. Working with your broker or other financial advisor you can choose a Portfolio that is tailored to meet your investment objectives and risk profile. Accounts in the Program are offered only through brokers or other financial advisors to allow you to obtain advice as to whether an investment in the Program is right for you. The Underlying Investments in a Portfolio may be modified from time to time by the Trustee in its sole discretion. DEFINITIONS OF KEY TERMS
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Investment Flexibility. The Treasurer and Program Manager have designed six (6) Age-Based Portfolios and six (6) Target Portfolios for use in the Program. In addition, Contributions may be invested in any of the Individual Fund Portfolios designated from time to time by the Program. The Age- Based and Target Portfolios invest in specified allocations of equity, real estate, fixed income, and bank deposits, and the Individual Fund Portfolios invest in a single Underlying Investment. Account Owners do not own shares of the Underlying Investments or mutual funds, but rather own shares in a Portfolio of the Program. You can choose a Portfolio that is tailored to meet your investment objectives and risk profile. The Underlying Investments in a Portfolio may be modified from time to time by the Treasurer in its sole discretion. DEFINITIONS OF KEY TERMS
Sample 1

Related to Investment Flexibility

  • AGREEMENT FLEXIBILITY 7.1 Notwithstanding any other provision of this Agreement, an employer and an individual employee may agree to vary the application of certain terms of this agreement to meet the genuine individual needs of the employer and the individual employee. The terms the employer and the individual employee may agree to vary the application of are those concerning:

  • Flexibility (1) An employer and employee covered by this enterprise agreement may agree to make an individual flexibility arrangement to vary the effect of terms of the agreement if:

  • RDO Flexibility The application of this clause is dependent upon consultation and agreement between the parties provided that agreement will not be unreasonably withheld.

  • Operational Flexibility Each designated airline may, on any or all flights and at its option:

  • Labour Flexibility (i) An employer may direct an employee to carry out such duties as are reasonable and within the limits of the employee's skill, competence and training consistent with employee's classification, grouping and/or career stream provided that such duties are not designed to promote deskilling.

  • Individual Flexibility Arrangement The Employer and an Employee may agree to make an individual flexibility arrangement to vary the effect of the terms of this Agreement if:

  • Workplace Flexibility Where, for bona fide operational reasons the Employer schedules employees to work Saturday or Sunday, the following criteria shall apply:

  • Individual Flexibility Arrangements 7.1 An Employer and Employee covered by the Agreement may agree to make an individual flexibility arrangement to vary the effect of terms of the Agreement if:

  • Flexibility Arrangements 9.1 The Employer and an Employee may agree to make an individual flexibility arrangement to vary a term of the Agreement if the arrangement:

  • Investment Options You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.

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