Common use of Service Fees Clause in Contracts

Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.

Appears in 29 contracts

Samples: Roth Individual Retirement Account Agreement, Roth Individual Retirement Trust Account Agreement, Individual Retirement Account Custodial Agreement

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Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.

Appears in 14 contracts

Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx inherited XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx inherited XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx inherited XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx inherited XXX. Any brokerage commissions attributable to the assets in your Xxxx inherited XXX will be charged to your Xxxx inherited XXX. You cannot reimburse your Xxxx inherited XXX for those commissions.

Appears in 5 contracts

Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement

Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after af ter giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.

Appears in 2 contracts

Samples: Traditional and Roth Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

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Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXXXXX in accordance with the terms of the IB Customer Agreement. You cannot reimburse your Xxxx XXX for those commissions.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx SIMPLE XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx SIMPLE XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx SIMPLE XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx SIMPLE XXX. Any brokerage commissions attributable to the assets in your Xxxx SIMPLE XXX will be charged to your Xxxx SIMPLE XXX. You cannot reimburse your Xxxx SIMPLE XXX for those commissions.

Appears in 1 contract

Samples: Simple Ira Adoption Agreement

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