Investments and Records. While contributions to and earnings of the AFT Trust may be administered as one trust for purposes of investment and management, there will be a separate account for each Beneficiary. A financial institution selected by AFT serves as investment agent for investing the Beneficiary's account funds, and account information will be regularly available to the Settlor and Beneficiary.
Appears in 5 contracts
Samples: Irrevocable Agreement, Irrevocable Agreement, Irrevocable Agreement
Investments and Records. While contributions to and earnings of the AFT Trust may be administered as one trust for purposes of investment and management, there will be a separate account for each Beneficiary. A financial institution selected by AFT serves as investment agent for investing the Beneficiary's account funds, and account information will be regularly available to the Settlor and BeneficiarySettlor.
Appears in 3 contracts
Samples: Irrevocable Agreement, Revocable Agreement, Irrevocable Agreement
Investments and Records. While contributions to and earnings of the AFT Trust may be administered as one trust for purposes of investment and management, there will be a separate account for each Beneficiary. A financial institution selected by AFT serves as investment agent for investing the Beneficiary's account funds, and account information will be regularly available to the Settlor and Beneficiary.Settlor. Revision Nov. 2021 6
Appears in 1 contract
Samples: Revocable Agreement
