Timing of Requests. Fund Agent requests for Shareholder information shall be made no more frequently than quarterly except as the Fund Agent deems necessary to investigate compliance with policies established by a Fund for the purpose of eliminating or reducing any dilution of the value of the outstanding shares issued by a Fund.
Appears in 3 contracts
Samples: Variable Annuity Shareholder Information Agreement (National Variable Annuity Account Ii), Variable Annuity Shareholder Information Agreement (MEMBERS Horizon Variable Separate Account), Shareholder Information Agreement (SBL Variable Annuity Account Xiv)
Timing of Requests. Fund Agent requests for Shareholder information shall be made no more frequently than quarterly except as where the Fund Agent deems necessary has a reasonable belief that transactions submitted to investigate compliance with policies established the Fund by a the Intermediary indicate potential market timing or excessive trading or violation of other Fund for the purpose of eliminating or reducing any Anti-dilution of the value of the outstanding shares issued by a FundPolicies.
Appears in 3 contracts
Samples: Participation Agreement (Massachusetts Mutual Variable Annuity Separate Account 4), Participation Agreement (Massachusetts Mutual Variable Life Separate Account I), Shareholder Information Agreement (C M Multi Account A)
Timing of Requests. Fund Agent requests for Shareholder information shall be made no more frequently than quarterly except as where the Fund Agent deems necessary has a reasonable belief that transactions submitted to investigate compliance with policies established the Fund Agent by a Fund for the purpose Intermediary indicate violation of eliminating or reducing any dilution of the value of the outstanding shares issued by a Fund’s Anti-dilution Policies.
Appears in 2 contracts
Samples: Shareholder Information Agreement (C M Life Variable Life Separate Account I), Shareholder Information Agreement (Massachusetts Mutual Variable Life Separate Account I)
Timing of Requests. Fund Agent requests for Shareholder information shall be made no more frequently than quarterly except as where the Fund Agent deems necessary has a reasonable belief that transactions submitted to investigate compliance with policies established the Fund by a the Intermediary indicate violation of Fund for the purpose of eliminating or reducing any Anti-dilution of the value of the outstanding shares issued by a FundPolicies.
Appears in 2 contracts
Samples: Shareholder Information Agreement (C M Life Variable Life Separate Account I), Shareholder Information Agreement (Massachusetts Mutual Variable Life Separate Account I)
