Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.
Appears in 3 contracts
Samples: Roth Individual Retirement Account Custodial Agreement, Simple Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-annual semiannual or annual basis, as I may choose choose, and at the dollar amount I specify for such transactions.
Appears in 3 contracts
Samples: Client Services Agreement, Client Services Agreement, Client Services Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-βannual or annual basis, as I may choose and at the dollar amount I specify for such transactions.
Appears in 2 contracts
Samples: Client Services Agreement, Traditional Individual Retirement Account Custodial Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.on
Appears in 2 contracts
Samples: Client Services Agreement, Retirement Account Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds selected by my Financial Advisor and held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.and
Appears in 1 contract
Samples: Client Services Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.choose
Appears in 1 contract
Samples: Retirement Account Agreement
Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, Xxxxxx Xxxxx will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on a monthly, quarterly, semi-semi- annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.
Appears in 1 contract
Samples: Traditional Individual Retirement Account Custodial Agreement