Joint Investments. In determining whether a natural person is a “qualified purchaser”, there may be included in the amount of such person’s investments any investment held jointly with such person’s spouse, or investments in which such person shares with such person’s spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment in the Partnership are “qualified purchasers”, there may be included in the amount of each spouse’s investments any investments owned by the other spouse (whether or not such investments are held jointly). There shall be deducted from the amount of any such investments the amount of any outstanding indebtedness incurred by such spouse to acquire such investments.
Joint Investments. In determining whether a natural person is a qualified purchaser, there may be included in the amount of such person’s Investments any Investments held jointly with such person’s spouse, or Investments in which such person shares with such person’s spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment in the Company are qualified purchasers, there may be included in the amount of each spouse’s Investments any Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, the amount of any such Investments will be reduced by any deductions specified above (under “Valuation”) with respect to each spouse.
Joint Investments. 9.1) Joint account holders can also avail of the services under this Part B10. In such circumstances the Investments will be deemed to be for the benefit of all the joint account holders.
9.2) If Investments is held jointly and the Bank receives conflicting instructions from different signatories of the Account, the Bank may require a fresh mandate from all the signatories in respect of that Account before giving effect to any instructions. However, the Bank shall not be liable for having acted on any conflicting instructions.
9.3) In the event of the death or legal disability of any of the individual joint account holders, the other individual(s) shall immediately, (but in any event not later than 10 days after such death or legal disability), inform the Bank in writing of such death or legal disability. In the absence of such written notice, the survivor(s) shall be liable for any claim made against the Bank that arises from the continuation of transactions relating to Investments. On receipt of the notice all activity in relation to the Investments held jointly shall be frozen until the legal successor(s) of the deceased or legally disabled individual is appointed by the relevant Court or department or authority.
Joint Investments. The Community Foundation may invest the Fund jointly with other funds which the Community Foundation manages if the Community Foundation deems it advisable for the efficient and effective management of the Fund and/or to increase the overall return on or performance of the moneys which comprise the Fund and such one or more other funds maintained by the Community Foundation, including, but without limitation, by pooling all or any portion of the Fund with other donor advised or endowed funds in the Community Foundation of East Central Illinois Endowment Pool or such other investment pools as the Community Foundation may establish. The Community Foundation may hold any asset of the Fund in the name of a nominee, in bearer form or otherwise.
Joint Investments. In determining whether a natural person is a qualified purchaser, there may be included in the amount of such person’s Invest- ments any Investments held jointly with such person’s spouse, or Invest- ments in which such person shares with such person’s spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint invest- ment in a Section 3(c)(7) Company are qualified purchasers, there may be in- cluded in the amount of each spouse’s Investments any Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, there shall be deducted from the amount of any such Investments the amounts specified in paragraph (e) of this section incurred by each spouse.
Joint Investments. In determining whether a natural person is a qualified purchaser, there may be included in the amount of such person’s Investments any Investments held jointly with such person’s spouse, or Investments in which such person shares with such person’s spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment in the Partnership are qualified purchasers, there may be included in the amount of each spouse’s Investments any Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, the amount of any such Investments will be reduced by any deductions specified above (under “Valuation”) with respect to each spouse. Investments by Subsidiaries. For purposes of determining the amount of Investments owned by a company under “Qualified Purchaser” in the Investor Eligibility section above, there may be included Investments owned by majority-owned subsidiaries of the company and Investments owned by a company (“Parent Company”) of which the company is a majority-owned subsidiary, or by a majority-owned subsidiary of the company and other majority-owned subsidiaries of the Parent Company.
Joint Investments. If the Undersigned is a natural person, the Undersigned may include in the amount of his or her investments any investments held jointly with the Undersigned's spouse, or investments in which the Undersigned shares with his or her spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment in the Partnership are Qualified Purchasers, there may be included in the amount of each spouse's investments any investments owned by the other spouse (whether or not such investments are held jointly). In each case, there shall be deducted from the amount of any such investments the amounts specified in the first sentence of "Deductions from Valuation" incurred by each spouse.
Joint Investments. If the Subscriber is a natural person, the Subscriber may include as Investments any otherwise qualifying Investments held jointly with the Subscriber’s spouse, or in which the Subscriber and the Subscriber’s spouse share a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment are Qualified Purchasers, there may be included in the amount of each spouse’s Investments any otherwise qualifying Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, the amount of any such Investments should be reduced by any outstanding debt incurred by either spouse in purchasing them.
Joint Investments. In determining whether a natural person is a qualified VerDate Sep<11>2014 16:15 May 20, 2024 Jkt 262061 PO 00000 Frm 00411 Fmt 8010 Sfmt 8010 Q:\17\17V5.TXT PC31 purchaser, there may be included in the amount of such person’s Invest- ments any Investments held jointly with such person’s spouse, or Invest- ments in which such person shares with such person’s spouse a community property or similar shared ownership interest. In determining whether spouses who are making a joint invest- ment in a Section 3(c)(7) Company are qualified purchasers, there may be in- cluded in the amount of each spouse’s Investments any Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, there shall be deducted from the amount of any such Investments the amounts specified in paragraph (e) of this section incurred by each spouse.
Joint Investments. If the undersigned is a natural person, the undersigned may include as Investments any otherwise qualifying Investments held jointly with the undersigned's spouse, or in which the undersigned and its spouse share a community property or similar shared ownership interest. In determining whether spouses who are making a joint investment are Qualified Purchasers, there may be included in the amount of each spouse's Investments any otherwise qualifying Investments owned by the other spouse (whether or not such Investments are held jointly). In each case, the amount of any such Investments should be reduced by any outstanding debt incurred by either spouse in purchasing them.
