Minimum Investment. Any other provision herein to the contrary notwithstanding, the Depositor (the Authorized Agent, or following the death of the Depositor, the Beneficiary) may not direct that any part or all of the Custodial Account be invested in Funding Vehicles unless the aggregate amount to be invested is at least such amount as the Custodian shall establish from time to time.
Appears in 5 contracts
Samples: Roth Ira Custodial Agreement, Retirement Account Customer Agreement, Roth Ira Custodial Agreement
Minimum Investment. Any other provision herein to the contrary notwithstanding, the Depositor (the Authorized Agent, or or, following the death of the Depositor, the Beneficiary) may not direct that any part or all of the Custodial Account be invested in Funding Vehicles unless the aggregate amount to be invested is at least such amount as the Custodian shall establish from time to time.
Appears in 4 contracts
Samples: Roth Ira Custodial Agreement, Retirement Account Customer Agreement, Ira Custodial Agreement
Minimum Investment. Any other provision herein to the contrary notwithstanding, the Depositor (the Authorized Agent, or following the death of the Depositor, the Beneficiary) may not direct that any part or all of the Custodial Account be invested in Investment Company Shares or, if permitted by the Custodian, Other Funding Vehicles Vehicles, unless the aggregate amount to be invested is at least such amount as the Custodian shall establish from time to time.
Appears in 2 contracts
Samples: Traditional Ira Custodial Agreement, Traditional Ira Custodial Agreement
Minimum Investment. Any other provision herein to the contrary notwithstanding, the Depositor (the Authorized Agent, or following the death of the Depositor, the Beneficiary) may not direct that any part or all of the Custodial Account be invested in Funding Vehicles Investment Company Shares, unless the aggregate amount to be invested is at least such amount as the Custodian shall establish from time to time.amount
Appears in 2 contracts
Samples: Roth Ira Custodial Agreement, Roth Ira Custodial Agreement
Minimum Investment. Any other provision herein to the contrary notwithstandingnotwith- standing, the Depositor (or the Depositor’s Authorized Agent, or following or, after the death of the Depositor, Depositor the Beneficiary) or the Depositor’s Employer may not direct that any part or all of the Custodial Account be invested in Investment Company Shares or in Other Funding Vehicles unless the aggregate amount to be invested is at least such amount as the Custodian shall establish from time to time.
Appears in 2 contracts
Samples: Custodial Agreement, Simple Ira Custodial Agreement
Minimum Investment. Any other provision herein to the contrary notwithstandingnotwith- standing, the Depositor (or the Depositor’s Authorized Agent, or following or, after the death of the Depositor, Depositor the Beneficiary) or the Depositor’s Employer may not direct that any part or all of the Custodial Account be invested in Investment Company Shares or in Other Funding Vehicles unless the aggregate aggre- gate amount to be invested is at least such amount as the Custodian shall establish from time to time.
Appears in 1 contract
Samples: Custodial Agreement
