No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 13 contracts
Samples: Traditional Ira Adoption Agreement, Traditional Ira Adoption Agreement, Traditional Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 13 contracts
Samples: Account Application and Agreement, Account Application and Agreement, Account Application and Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 5 contracts
Samples: Roth Ira Adoption Agreement, Roth Individual Retirement Account (Ira) Adoption Agreement, Roth Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular contributions and corresponding investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 4 contracts
Samples: Roth Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement, Traditional Ira Custodial Account Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, value or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Traditional Individual Retirement Account (Ira) Disclosure Statement and Custodial Account Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer ofer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Traditional Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
