No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 9 contracts
Samples: Traditional Ira Adoption Agreement, Traditional Ira Adoption Agreement, Traditional Ira Adoption Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only Xxxx XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 5 contracts
Samples: Roth Ira Adoption Agreement, Roth Individual Retirement Account (Ira) Adoption Agreement, Roth Ira Application and Adoption Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only XXX IRA Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 5 contracts
Samples: Traditional Individual Retirement Account (Ira) Adoption Agreement, Traditional Individual Retirement Account (Ira) Adoption Agreement, Traditional Individual Retirement Account (Ira) Adoption Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only Xxxx XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 5 contracts
Samples: Roth Ira Custodial Account Agreement, Roth Ira Custodial Account Agreement, Account Application and Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only XXX Custodial Account IRA in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 5 contracts
Samples: Traditional Ira Custodial Account Agreement, Account Application and Agreement, Account Application and Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 4 contracts
Samples: Traditional Ira Custodial Account Agreement, Traditional Ira Custodial Account Agreement, Traditional Ira Custodial Account Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian it in accordance with the directions of the Participant. Notwithstanding the foregoing, the Custodian may review the investments in a Mutual Fund Only XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 3 contracts
Samples: Simple Ira Adoption Agreement, Simple Ira Adoption Agreement, Simple Ira Adoption Agreement
No Duty to Review. The Custodian shall not be under any duty to review or question any direction of the Participant with respect to investments, to review any securities or other property held in trust, or to make suggestions to the Participant with respect to investments. The Custodian will not be liable for any loss that may result by reason of investments made by the Custodian in accordance with the directions of the Participant. Notwithstanding Xxxx XXX Custodial Account Agreement the foregoing, the Custodian may review the investments in a Mutual Fund Only Xxxx XXX Custodial Account in order to confirm the Participant’s compliance with subsection (a) above.
Appears in 1 contract
Samples: Roth Ira Custodial Account Agreement
