Other points to note. We will not have any liability to you, your sponsor or any other third party, in the event of a change of policy by government, Awarding Body, associated professional body for example Awarding Body for the Built Environment, Royal Institution of Chartered Surveyors. In addition, no guarantee is given nor any representation or warranty (whether express or implied) is made by us that successful completion of a course will result in accreditation or admission to any accredited schemes or professional bodies.
Other points to note. The Disclosure Statement in this Kit provides you with the basic information that you should know about State Street Bank and Trust Company Regular IRAs and Xxxx IRAs. The Disclosure Statement provides general information about the governing rules for these IRAs and the benefits and features offered through each type of IRA. However, the State Street Bank and Trust Company Adoption Agreement and the Custodial Agreement, are the primary documents controlling the terms and conditions of your personal State Street Bank and Trust Company Regular or Xxxx XXX, and these shall govern in the case of any difference with the Disclosure Statement. You or your when used throughout this Kit refer to the person for whom the State Street Bank and Trust Company Regular or Xxxx XXX is established. A Xxxx XXX is either a State Street Bank and Trust Company Xxxx XXX or any Xxxx XXX established by any other financial institution. A Regular IRA is any non-Xxxx XXX offered by State Street Bank and Trust Company or any other financial institution. CENTURY SHARES TRUST STATE STREET BANK AND TRUST COMPANY UNIVERSAL INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT INSTRUCTIONS FOR OPENING YOUR REGULAR IRA OR XXXX XXX
Other points to note. The Disclosure Statement in this Kit provides you with the basic information that you should know about the State Street Bank and Trust Company Regular IRA. The Disclosure Statement provides general information about the governing rules for these IRAs and the benefits and features offered. However, the State Street Bank and Trust Company Adoption Agreement and the Custodial Agreement, are the primary documents controlling the terms and conditions of your personal State Street Bank and Trust Company Regular IRA, and these shall govern in the case of any difference with the Disclosure Statement. You or your when used throughout this Kit refer to the person for whom the State Street Bank and Trust Company Regular or Xxxx XXX is established. A Xxxx XXX is either a State Street Bank and Trust Company Xxxx XXX or any Xxxx XXX established by any other financial institution. A Regular IRA is any non-Xxxx XXX offered by State Street Bank and Trust Company or any other financial institution. CENTURY SHARES TRUST STATE STREET BANK AND TRUST COMPANY REGULAR INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT INSTRUCTIONS FOR OPENING YOUR IRA
Other points to note. The Disclosure Statement in this Kit provides information you should know about State Street Bank and Trust Company Traditional IRAs and Xxxx IRAs. The Disclosure Statement provides general information about the governing rules for these IRAs and the benefits and features offered through each type of IRA. However, the State Street Bank and Trust Company Adoption Agreement and the Custodial Agreement, are the primary documents controlling the terms and conditions of your personal State Street Bank and Trust Company Traditional or Xxxx XXX, and these shall govern in the case of any difference with the Disclosure Statement. You or your when used throughout this Kit refer to the person for whom the State Street Bank and Trust Company Traditional or Xxxx XXX is established. A Xxxx XXX is either a State Street Bank and Trust Company Xxxx XXX or any Xxxx XXX established by any other financial institution. A Traditional IRA is any non-Xxxx XXX offered by State Street Bank and Trust Company or any other financial institution. PERMANENT PORTFOLIO FAMILY OF FUNDS, INC. State Street Bank and Trust Company Universal Individual Retirement Account Custodial Agreement Instructions for Opening Your Traditional IRA or Xxxx XXX
Other points to note. The Disclosure Statement in this Kit provides you with the basic information that you should know about GSI Regular IRAs and Xxxx IRAs. The Disclosure Statement provides general information about the governing rules for these IRAs and the benefits and features offered through each type of XXX. However, the Adoption Agreement and the Custodial Agreement, are the primary documents controlling the terms and conditions of your personal Regular or Xxxx XXX, and these shall govern in the case of any difference with the Disclosure Statement. YOU or YOUR when used throughout this Kit refer to the person for whom the Regular or Xxxx XXX is established. A XXXX XXX is either a GSI Xxxx XXX or any Xxxx XXX established by any other financial institution. A REGULAR XXX is any non-Xxxx XXX offered by GSI or any other financial institution. GENERAL SECURITIES, INCORPORATED UNIVERSAL XXX DISCLOSURE STATEMENT PART ONE: DESCRIPTION OF REGULAR IRAS SPECIAL NOTE Part One of the Disclosure Statement describes the rules applicable to Regular IRAs beginning January 1, 1998. IRAs described in these pages are called "Regular IRAs" to distinguish them from the new "Xxxx IRAs" first available starting in 1998. Xxxx IRAs are described in Part Two of this Disclosure Statement. For Regular XXX contributions for 1997 (including contributions made up to April 15, 1998 but designated as contributions for 1997), there are different rules for determining the deductibility of your contribution on your federal tax return. For contributions for 1997, the "active participant" limits on deductibility (described below) apply if EITHER spouse is an active participant in an employer-sponsored plan. Also, the adjusted gross income ("AGI") levels for partially deductible or nondeductible Regular XXX contributions (described below) are lower for 1997 ($25,000 for single taxpayers, with no deduction if your AGI is above $35,000; and $40,000 for married taxpayers filing jointly, with no deduction if your AGI is above $50,000). Also, the exceptions to the 10% early withdrawal penalty for withdrawals to pay certain higher education or first-time homebuyer expenses do not apply to withdrawals in 1997. This Part One of the Disclosure Statement describes Regular IRAs. It does not describe Xxxx IRAs, a new type of XXX available starting in 1998. Contributions to a Xxxx XXX are not deductible (regardless of your AGI), but withdrawals that meet certain requirements are not subject to federal income tax, so that ...
Other points to note. The Disclosure Statement in this Kit provides you with the basic information that you should know about State Street Bank Education IRAs. The Disclosure Statement provides general information about the rules and features of Education IRAs. However, the State Street Bank and Trust Company Adoption Agreement and Education IRA Custodial Agreement, are the primary documents governing your State Street Bank Education IRA, and these shall govern in the case of any difference with the Disclosure Statement. Please note that Education IRAs are new under the tax laws and many legal issues concerning their operation have not yet been resolved. Also, since the information in this Kit is only a summary, it may not cover all the details that could affect your personal situation. Finally, this Kit does not address the tax treatment of Education IRAs under state laws, which may vary. Therefore, you should consult your own tax advisor or the IRS if you have any questions about Education IRAs, or about latest developments or state tax treatment of Education IRAs. When used in this Kit you or your refers to the person for whom the Education IRA is established. This individual is also called the Student. Where the use of you, your or Student refers to an obligation, responsibility or duty of the Student related to the Student's Education IRA, and the Student has not attained the age of majority in the state of residence ("age of majority"), the parent or guardian identified in the Adoption Agreement (the "Parent") must carry out the obligation, responsibility or duty on the Student's behalf. Acceptance by the Custodian of the contributions to the Account is expressly conditioned on the Parent's assumption of such duties and responsibilities. INFORMATION FOR DONORS If you are a Donor other than a Student or Parent, read this information carefully. As a Donor, you must complete and sign the enclosed Adoption Agreement, designate the Student for whom the Education IRA is to be maintained, and complete the other required sections of the Agreement -- including the initial investment elections -- and submit the signed form to the Custodian, along with your contribution. Once you submit the Agreement with the contribution, you will have no further control over the account or the amount contributed (unless you revoke the account). The Student (or Parent) will control investment choices and can withdraw amounts at any time without your consent. No amounts will revert to you. CENTURY S...
