Common use of Systematic Mutual Fund Program Clause in Contracts

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

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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-–annual 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

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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

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