Common use of Trusted Contact Person Clause in Contracts

Trusted Contact Person. By choosing to provide information about a trusted contact person, you authorize the Fund’s Distributor and its affiliates to contact the person(s) listed below and disclose information about your account to that person in the following circumstances: to address possible financial exploitation, to confirm your current contact information, health status, or identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by FINRA Rule 2165 (Financial Exploitation of Specified Adults). *Note: A trusted contact person must be 18 years or older. Naming a person below does not authorize the individual to transact business on your behalf or make changes to your account. 1. Name – First, Middle, Last Name Relationship to Owner Address City ( ) ( ) State Zip ( ) Daytime Telephone Evening Telephone Cell Phone Email Address 2. Name – First, Middle, Last Name Relationship to Owner Address City ( ) ( ) State Zip ( ) Daytime Telephone Evening Telephone Cell Phone Email Address

Trusted Contact Person. By choosing to provide information about a trusted contact person, you authorize the Fund’s Distributor and its affiliates to contact the person(s) listed below and disclose information about your account to that person in the following circumstances: to address possible financial exploitation, to confirm your current contact information, health status, or identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by FINRA Rule 2165 (Financial Exploitation of Specified Adults). *Note: A trusted contact person must be 18 years or older. Naming a person below does not authorize the individual to transact business on your behalf or make changes to your account. 1. Name – First, Middle, Last Name Relationship to Owner Address City State Zip ( ) ( ) State Zip ( ) Daytime Telephone Evening Telephone Cell Phone Email Address Address 2. Name – First, Middle, Last Name Relationship to Owner Address City State Zip ( ) ( ) State Zip ( ) Daytime Telephone Evening Telephone Cell Phone Email Address