Common use of TRANSFERRING FROM ANOTHER PLAN Clause in Contracts

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application form, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan acceptable for registration under the Act and any applicable provincial legislation.

Appears in 4 contracts

Samples: www.bmoinvestorline.com, www.bmoinvestorline.com, www.bmoinvestorline.com

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TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan as permitted under the Act or other applicable legislationAct, in accordance with paragraph 2, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application formAgreement, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan income fund acceptable for registration under the Act and any applicable provincial legislation.

Appears in 2 contracts

Samples: www.bmoinvestorline.com, www.bmoinvestorline.com

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable appli- cable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application form, the additional terms will govern; provided always that the Plan will not be disqualified dis- qualified as a retirement savings plan acceptable for registration under the Act and any applicable provincial legislation.

Appears in 2 contracts

Samples: Advisor) Trust Agreement, Advisor) Trust Agreement

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, in accordance with paragraph 2, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application formAgreement, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan income fund acceptable for registration under the Act and any applicable provincial legislation.

Appears in 2 contracts

Samples: www.bmoinvestorline.com, www.bmoinvestorline.com

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application form, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan Retirement Savings Plan acceptable for registration under the Act and any applicable provincial legislation.

Appears in 1 contract

Samples: Savings Plan Trust Agreement

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, in accordance with paragraph 2, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application formDeclaration, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan income fund acceptable for registration under the Act and any applicable provincial legislation.

Appears in 1 contract

Samples: www.bmoinvestorline.com

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TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement Declaration and the application form, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan acceptable for registration under the Act and any applicable provincial legislation.

Appears in 1 contract

Samples: www.bmoinvestorline.com

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this ofthis Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application form, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan acceptable for registration under the Act and any applicable provincial legislation.

Appears in 1 contract

Samples: Account Agreement

TRANSFERRING FROM ANOTHER PLAN. Where amounts are transferred to the Plan from a registered pension plan or from another plan under the Act or other applicable legislation, in accordance with Section 2, the terms of this Plan may be subject to additional terms required under the applicable pension legislation or the Act or other applicable legislation. Such additional terms will be described in a locked-in or other addendum which will be attached to and form part of this Plan. To the extent that there is any conflict or inconsistency between the additional terms described in the addendum and this Trust Agreement and the application formAgreement, the additional terms will govern; provided always that the Plan will not be disqualified as a retirement savings plan Retirement Income Fund acceptable for registration under the Act and any applicable provincial legislation.

Appears in 1 contract

Samples: Savings Plan Trust Agreement

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