Common use of Investment Options Clause in Contracts

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. There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Investment Management Fees • Distribution Fees • Set Up Fees • Annual Maintenance 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. Annual Service Fee $ Transfer Fee $ Rollover Fee $ Termination Fee $ Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement.

Appears in 11 contracts

Sources: Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

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. There are certain fees and charges connected with your IRA ▇▇▇ investments. These fees and charges may include the following. • Sales Commissions • Investment Management Fees • Distribution Fees • Set Up Fees • Annual Maintenance 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. Annual Service Fee $ Transfer Fee $ Rollover Fee $ Termination Fee $ Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA ▇▇▇ agreement.

Appears in 3 contracts

Sources: Traditional Ira Adoption Agreement, Roth Ira Adoption Agreement, Roth Ira Adoption Agreement

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. 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 • Distribution Annual Maintenance Fees • Set Up Fees • Annual Maintenance 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. Annual Service Fee $ Transfer Fee $ Rollover Fee $ Termination Fee $ Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement.

Appears in 1 contract

Sources: Simple Ira Adoption Agreement