Investment Selection. Investment Selection Instructions
Investment Selection. Purchase by check: make check payable to Conversus StepStone Private Markets Purchase by wire: (wire instructions are on cover page) Class T $ $50,000 Class S $ $50,000 Class D $ $50,000 Class I $ $1,000,000 * Investors purchasing Class T, Class S, and Class D Shares may be charged a maximum sales load of up to 3.50%, 3.50%, and 1.50% of the investment amount, respectively. For Class T Shares the 3.50% includes a maximum of 3.00% for upfront selling commission and 0.50% for the placement agent fee. These maximum sales loads may be waived or altered by your broker/dealer or financial advisory firm. Investors purchasing Class I Shares are not charged a sales load. ** For Class T, Class S, and Class D Shares, the minimum subsequent investment is $5,000. For Class I Shares, the minimum subsequent investment is $100,000.
Investment Selection. The minimum initial investment in Class A, Class C and Class N shares is $1,000. The minimum initial investment in Institutional Class shares is $100,000.
Investment Selection. Make checks payable to the Leader Funds. Invest the transferred amount accordingly to the following instruction: Leader Short Duration Bond Fund $ □ Institutional □ Investor □ Class A □ Class C Leader High Quality Low Duration Bond Fund $ □ Institutional □ Investor I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus. Please read the prospectus of the Fund selected before investing.
Investment Selection a. Giraffe shall have the power and authority to supervise and direct on a discretionary basis the investments of and for the account of Client, including the purchase and sale of any securities and instruments and any other transaction therein, subject to instructions given by Client to purchase, prefer, avoid, or not to purchase certain securities or types of securities or to maintain certain levels of portfolio risk (the “Guidelines”).
b. You may provide or amend the Guidelines by setting the preferences in the app.
c. You must inform us during the onboarding questionnaire, or via email at xxxxxxxxxx@xxxxxxx.xx if you are restricted from buying or selling particular securities, for example because you have “insider” information. If you do not tell us if you are so restricted, we have no way of knowing and you may inadvertently violate securities laws against xxxxxxx xxxxxxx or acting as an unlicensed dealer.
d. For the purpose of determining the Guidelines, we group publicly traded companies into several categories such as Climate, Gender Equality or similar. You acknowledge that we are relying on external sources of information in presenting these categories, and we are not responsible if you unknowingly direct us to invest in or not to invest in the securities of a particular company based on its categorization.
e. Nothing in this Agreement limits your right to place your own trades, or to amend the Guidelines, as you see fit. However, excessive trading in the Account will hamper our ability to provide investment advice that is suitable for you. You assume all risks associated with self-directed trading, including the risk of losing some or all of your investment.
Investment Selection. (The minimum initial investment is $2,500) Make checks payable to Empiric 2500 Fund. Invest the transferred amount according to the following instruction: □ Class A □ Class C I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing.
1. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.
Investment Selection. Please select the investment(s) into which you wish to transfer. You must indicate the share class to which you wish to allocate your transfer. You may indicate either the dollar value you wish to transfer to each fund, or the percentage of the total transfer you wish allocated to each fund (for pending transfers only). Alternative Strategies Fund 381 N/A 481 $ or % Global trends Fund 491 N/A 493 $ or % Focused Small-Cap value Portfolio 705 715 775 $ or % SunAmerica Strategic value Portfolio 37 537 737 $ or % SunAmerica value Fund 704 714 774 $ or % Focused Dividend Strategy Portfolio 720 730 740 $ or % Focused Alpha large-Cap Fund 507 N/A 508 $ or % Focused Alpha Growth Fund 513 N/A 514 $ or % Focused large-Cap Growth Portfolio 722 732 742 $ or % Focused Small-Cap Growth Portfolio 230 430 930 $ or % International Dividend Strategy Fund 703 713 773 $ or % SunAmerica Japan Fund 1501 1505 1509 $ or % GnmA Fund 534 34 734 $ or % high yield Bond Fund 28 228 828 $ or % Senior Floating rate Fund 743 N/A 443 $ or % Strategic Bond Fund 580 80 780 $ or % u.S. Government Securities Fund 70 570 770 $ or % Focused Balanced Strategy Portfolio 1034 1044 1064 $ or % Focused multi-Asset Strategy Portfolio 1030 1040 1060 $ or % money market Fund 35 N/A N/A $ or % Note: The employer should contact the current trustee/ Signature of participant (if required) Date 8 SunAmerica Trust Company hereby accepts custodianship for the Qualified Plan account of the above-named individual. Accepted by:
Investment Selection. Purchase by check: make check payable to StepStone Private Infrastructure Fund Purchase by wire: (wire instructions are on cover page) Class I Class T Class S Class D Investors purchasing Class I Shares and Class D Shares are not charged a sales load. Investors purchasing Class T and Class S Shares may be charged a maximum sales load of up to 3.50% of the investment amount. For Class T Shares, the 3.50% includes a maximum upfront selling commission of 3.00% and a maximum dealer fee of 0.50%. These maximum sales loads may be waived or altered by your broker/dealer or financial advisory firm. For Class I Shares, the initial investment minimum is $1,000,000 and the subsequent investment minimum is $100,000. For Class T, Class S, and Class D Shares, the initial investment minimum is $25,000 and the minimum subsequent investment is $5,000.
Investment Selection. Funds at the Boston Foundation are invested in the Fund for the 21st Century. Donors may customize the investments of their fund by allocating assets among the following four pools. Please indicate your desired allocation of 100% of assets below. The allocation must total 100%. % Balanced Plus Pool % Balanced Pool % Impact Pool % Short Term Pool
Investment Selection. ☐ Purchase by check: make check payable to Gemcorp Commodities Alternative Products Fund ☐ Purchase by wire: (wire instructions are on cover page) ☐ Class I ☐ Class U Class I Shares and Class U Shares are not subject to a sales load. While Class U Shares do not impose a front-end sales charge, if you purchase Class U Shares through certain financial firms, such firms may directly charge you transaction or other fees in such amount as they may determine. Please consult your financial firm for additional information. For Class U Shares, the initial investment minimum is $2,500, and subsequent investments may be made in any amount. For Class I Shares, the initial investment minimum is minimum is $1,000,000, and subsequent investments may be made in any amount.
