Investment of Account. All contributions to the Account and all assets in the Account shall be invested in the Fund(s) in accordance with instructions given to the Custodian by the Account Holder in a manner acceptable to the Custodian. Such instructions shall remain in effect until changed by the Account Holder in a manner acceptable to the Custodian. By giving any such instructions, the Account Holder will be deemed to have acknowledged receipt of the then current prospectus of any Fund in which the Account Holder instructs the Custodian to invest such contributions or assets. If the Custodian receives any contribution to the Account that is not accompanied by acceptable instructions directing its investment, the Custodian may hold or return all or a part of the contribution uninvested (or invested in a money market fund if available) without liability for loss of income or appreciation pending receipt of acceptable instructions.
Investment of Account. The Account shall be invested exclusively in Fund Shares with the Participant as the beneficial owner in accordance with the following provisions:
(a) All income dividends and capital gains distributions received on the Fund Shares in the Account shall be reinvested in accordance with the Investment Company’s then current Prospectus in additional Fund Shares, which shall be credited to the Account.
(b) Unless directed otherwise by the Participant, the Custodian shall maintain the investments in the Account as last directed.
(c) Participant Instructions shall be communicated in a form and manner required or accepted by the Custodian.
(d) The Custodian shall be entitled to rely on any such Instructions supplied by the Participant without being required to verify such Instructions.
(e) A confirmation shall be mailed to the Participant or provided electronically with respect to each reinvestment showing the investment thereof and current status of the Custodial Account.
Investment of Account. The assets in your Account will be invested in accordance with instructions communicated from you (or your Authorized Agent, if any).You should read any publicly available information (e.g., prospectuses, annual reports, etc.) which would enable you to make an informed investment decision, and take into account your overall investment portfolio, your tolerance for risk, the time frame of your investments, and the various tax consequences of your actions. You should periodically review your investments, and make any adjustments that you feel may be necessary. If no investment instructions are received from you, or if the instructions received are, in the opinion of the Custodian, incomplete or unclear, or might result in an erroneous transaction, you may be requested to provide further instructions or other information. In the absence of such instructions or information, all or a part of your investment may 1) remain uninvested pending instructions or information from you or your Authorized Agent, if any, 2) be returned to you, or 3) may be invested in Money Market Shares, which strive to maintain a stable $1 per share value. No part of your Account may be invested in life insurance or be commingled with other property, except in a common trust fund or common investment fund. Keep in mind that with respect to investments in regulated investment company shares (i.e., mutual funds) or other securities held in your Account, growth in the value of your Account cannot be guaranteed or projected by the Custodian.
Investment of Account. The assets in your Account will be invested in accordance with instructions communicated from you (or your Broker, or Authorized Agent, if any). You should read any publicly available information (e.g., prospectuses, annual reports, etc.) which would enable you to make an informed investment decision, and take into consideration your overall investment portfolio, your tolerance for risk, the time frame of your investments, and the various tax consequences of your actions. You should periodically review your investments, and make any adjustments that you feel may be necessary. If no investment instructions are received from you, or if the instructions received are, in the opinion of the Custodian, incomplete or unclear, or might result in an erroneous transaction, you may be requested to provide further instructions or other information. In the absence of such instructions or information, all or part of your investment may 1) remain uninvested pending instructions or information from you, your Broker or Authorized Agent, if any, 2) be returned to you, or 3) be invested in Money Market Shares, which strive to maintain a stable $1 per share value. No part of your Account may be invested in life insurance or be commingled with other property, except in a common trust fund or common investment fund. Keep in mind that with respect to investments in regulated investment company shares (i.e., mutual funds) or other securities held in your Account, growth in the value of your Account cannot be guaranteed or projected by the Custodian. Notwithstanding anything herein to the contrary, in the event your Broker terminates its Clearing Arrangement with National Financial Services, LLC (“NFS LLC”) or its successors and assigns, the Custodian reserves the right to limit the purchase of additional Funding Vehicles in your Account until you designate another Broker that clears its securities transactions through NFS LLC or you transfer your assets from this Account to another account.
Investment of Account. 5.1 The value of the Executive's Account shall be adjusted as appropriate to reflect (i) contributions to the Trust on the Executive's behalf in excess of the Initial Credit, (ii) deemed income, gain or loss attributable to the deemed investment of the Account pursuant to Section 5.2 and (iii) payments to the Executive from the Account. The Executive agrees on behalf of himself and her Beneficiary to assume all risk in connection with any decrease in value of her Account due to the deemed investment provisions of Section 5.
Investment of Account. All contributions to the Account and all assets in the Account shall be invested in the Fund(s) in accordance with instructions given to the Custodian by the Account Holder in a manner acceptable to the Custodian. By giving such instructions, the Account Holder will be deemed to have acknowledged receipt of the then current prospectus of any Fund in which the Account Holder instructs the Custodian to invest such contributions or assets. If the Custodian receives any contribution to the Account that is not accompanied by acceptable instructions directing its investment, the Custodian may hold or return all or a part of the contribution uninvested without liability for loss of income or appreciation pending receipt of acceptable instructions.
Investment of Account. The amounts credited to the Account shall be invested by the Company in accordance with instructions of the Committee and such investments shall be made from time to time, in such securities and in such proportions and amounts as the Committee, in its sole discretion, but after consultation with Executive, shall determine, except that the Account shall at all times be invested in common stocks, preferred stocks, corporate bonus or debentures (whether or not convertible) mutual funds, United States Treasury obligations, municipal or other tax exempt bonds, bank savings accounts or other cash equivalents or in such other investments as the Committee shall, from time to time, determine (except that uninvested amounts of cash may be retained from time to time between investments).
Investment of Account. The assets in your Account will be invested in accordance with instructions communicated from you (or your Authorized Agent, if any). You should read any publicly available information (e.g., prospectuses, annual reports, etc.), which would enable you to make an informed investment decision, and take into account your overall investment portfolio, your tolerance for risk, the time frame of your investments, and the various tax consequences of your actions. You should periodically review your investments, and make any adjustments that you feel may be necessary. If no investment instructions are received from you, or if the instructions received are, in the opinion of the Custodian, incomplete or unclear, or might result in an erroneous transaction, you may be requested to provide further instructions or other information. In the absence of such instructions or information, all or a part of your investment may 1) remain uninvested pending instructions or information from you or your Authorized Agent, if any, 2) be returned to you, or 3) be invested in shares of a money market fund.¹
Investment of Account. The Employee’s election must include designation of investment funds in accordance with Section 4.1. Any such election will remain in effect until a new election is filed.
Investment of Account. 1. The Grantor has the sole authority and discretion, fully and completely, to select and to direct the investment of all assets in the trust account. The Grantor accepts full and sole responsibility for the success or failure of any selection he or she makes. The Grantor accepts full responsibility to vote all certificates of stock held hereunder and to vote special or general proxies. The Trustee shall not be liable for the acts or omissions of the Grantor or have any responsibility or any liability for any loss of income or of capital, or for any unusual expense which the Trustee may incur, relating to any investment or to the sale or exchange of any asset which the Grantor directs the Trustee to make.
2. If the Grantor's initial contribution to the trust is in the form of cash, the Trustee may invest the contribution in its own bank savings account or other fixed income investment medium of its discretionary selection, pending further investment unless the Trustee has received other instructions from the Grantor. If the initial contribution is in the form of assets in kind, the Trustee shall retain the assets pending instructions from the Grantor.
3. Subject to the right and duty of the Grantor to direct the investments of his or her trust account, the Trustee shall have full authority and power:
(a) To invest and reinvest the trust account in such evidences of indebtedness, evidences of ownership, securities, other personal property and real property as the Grantor shall in his or her absolute discretion select including, but not by way of limitation, beneficial interests in mutual investment funds, without regard to any of the restrictions of the law of any jurisdiction applicable to investment of fiduciaries, provided that the Trustee shall not invest any part of the trust account in units of its common trust funds, nor engage in any transaction of the nature described and prohibited by paragraph 5 hereof.
(b) To maintain such part of the trust account in cash and unproductive of income as may be deemed advisable or expedient (with no requirement to pay interest on such cash balances nor on cash in its hands pending investment); and to invest all or part of the assets of the trust account in deposits in its own banking department, or in any other bank or similar financial institution supervised by the United States or any State, provided that such deposits bear a reasonable rate of interest; (c) To sell, assign, exchange, convey or otherwise transfe...
