Share Class Selection Clause Samples
The Share Class Selection clause defines the process by which parties choose the specific class of shares to be issued or acquired in a transaction. It typically outlines the available share classes, such as common or preferred shares, and may specify the rights, privileges, or restrictions associated with each class. This clause ensures that all parties are clear on the type of equity interest being granted or purchased, thereby preventing misunderstandings and aligning expectations regarding voting rights, dividends, and other shareholder entitlements.
Share Class Selection. ☐ Class S Share ☐ Class D Share ** ☐ Class I Share **
Share Class Selection. ☐ Share Class S ☐ Share Class D ** ☐ Share Class I ** (The minimum investment is $2,500; minimum subsequent investment is $500) (The minimum investment is $2,500; minimum subsequent investment is $500) (The minimum investment is $1,000,000 (unless waived); minimum subsequent investment is $500) ** Available for certain fee-based wrap accounts and other eligible investors as disclosed in the prospectus, as amended and supplemented.
2. Ownership Type (Select only one)
Share Class Selection. □ Class S (Brokerage Accounts) □ Class I (Advisory Accounts) THE INVESTOR ACKNOWLEDGES THAT AN UP-FRONT SELLING COMMISSION OF 2% OF THE INVESTMENT AMOUNT WILL BE CHARGED IF THE INVESTOR INVESTS THROUGH A BROKERAGE ACCOUNT. HOWEVER, IN LIMITED CIRCUMSTANCES, THE SELLING COMMISSION MAY BE WAIVED BY UBS FINANCIAL SERVICES, INC. (“UBSFS”). THIS SELLING COMMISSION IS IN ADDITION TO, AND WILL NOT REDUCE, THE INVESOTR’S INVESTMENT AMOUNT SET FORTH ABOVE. IF THE SELLING COMMISSION IS REDUCED BY AGREEMENT BETWEEN UBSFS AND THE INVESTOR, THEN THE REDUCED SELLING COMMISSION TO WHICH THE INVESTOR HAS AGREED WILL BE REFLECTED ON THE UBS TRADE CONFIRMATION. THE INVESTOR CONFIRMS THAT THE SELLING COMMISSION HAS BEEN DISCUSSED WITH HIS/HER/ITS FINANCIAL ADVISOR AND ANY ADDITIONAL QUESTIONS WILL BE ADDRESSED IF REQUESTED.
Share Class Selection. OWNERSHIP TYPE