Common use of Units of the MFS Fixed Fund Clause in Contracts

Units of the MFS Fixed Fund. may be offered for sale by you only to retirement plans which have been determined by the IRS to be qualified for tax exemption under sections 401 and 501 of the Code, to governmental plans within the meaning of section 414(d) of the Code or to financial institutions which are acting as trustee, custodian or agent for any such plan; excluding, however, certain retirement plans which cover individuals some or all of whom are self-employed, as further described in the Description (such eligible investors are collectively referred to as "Qualified Investors"). With respect to Units offered for sale by you to Qualified Investors, we will pay to you a periodic distribution fee as described in the Description. No dealer discount or commission is applicable to sales of the Units. All offers for sale of the Units shall be subject to the terms of the Description. You agree that we have made no representation to you with respect to the Units or the MFS Fixed Fund in addition to, or conflicting with, the Description. We may terminate your ability to offer the Units at any time if we believe or have reason to believe that you have failed or may fail to comply with any of the conditions set forth herein or, in any event, upon 10 days' prior written notice. Such termination will not affect your responsibilities under paragraph 24 with respect to any transactions affecting the Units.

Appears in 1 contract

Samples: Dealer Agreement (MFS Series Trust Iii)

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Units of the MFS Fixed Fund. may be offered for sale by you only to retirement plans which have been determined by the IRS to be qualified for tax exemption under sections 401 and 501 of the Code, to governmental plans within the meaning of section 414(d) of the Code or to financial institutions which are acting as trustee, custodian or agent for any such plan; , excluding, however, certain retirement plans which cover individuals some or all of whom are self-employed, as further described in the Description (such eligible investors are collectively referred to as "Qualified Investors"). With respect to Units offered for sale by you to Qualified Investors, we will pay to you a periodic distribution fee as described in the Description. No dealer discount or commission is applicable to sales of the Units. All offers for sale and sales of the Units shall be subject to the terms of the Description. You agree that we have made no representation to you with respect to the Units or the MFS Fixed Fund in addition to, or conflicting with, the description set forth in the Description. We may terminate your ability to offer purchase and sell the Units at any time if we believe or have reason to believe that you have failed or may fail to comply with any of the conditions set forth herein or, in any event, upon 10 days' prior written notice. Such termination will not affect your responsibilities under paragraph 24 29 with respect to any transactions affecting the Units.

Appears in 1 contract

Samples: MFS Series Trust V

Units of the MFS Fixed Fund. may be offered for sale by you only to retirement plans which have been determined by the IRS to be qualified for tax exemption under sections 401 and 501 of the Code, to governmental plans within the meaning of section 414(d) of the Code or to financial institutions which are acting as trustee, custodian or agent for any such plan; excluding, however, certain retirement plans which cover individuals some or all of whom are self-employed, as further described in the Description (such eligible investors are collectively referred to as "Qualified Investors"). With respect to Units offered for sale by you to Qualified Investors, we will pay to you a periodic distribution fee as described in the Description. No dealer discount or commission is applicable to sales of the Units. All offers for sale of the Units shall be subject to the terms of the Description. You agree that we have made no representation to you with respect to the Units or the MFS Fixed Fund in addition to, or conflicting with, the Description. We may terminate your ability to offer the Units at any time if we believe or have reason to believe that you have failed or may fail to comply with any of the conditions set forth herein or, in any event, upon 10 days' prior written notice. Such termination will not affect your responsibilities under paragraph 24 28 with respect to any transactions affecting the Units.

Appears in 1 contract

Samples: Dealer Agreement (MFS Growth Opportunities Fund)

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Units of the MFS Fixed Fund. may be offered for sale by you only to retirement plans which have been determined by the IRS to be qualified for tax exemption under sections 401 and 501 of the Code, to governmental plans within the meaning of section 414(d) of the Code or to financial institutions which are acting as trustee, custodian or agent for any such plan; , excluding, however, certain retirement plans which cover individuals some or all of whom are self-employed, as further described in the Description (such eligible investors are collectively referred to as "Qualified Investors"). With respect to Units offered for sale by you to Qualified Investors, we will pay to you a periodic distribution fee as described in the Description. No dealer discount or commission is applicable to sales of the Units. All offers for sale and sales of the Units shall be subject to the terms of the Description. You agree that we have made no representation to you with respect to the Units or the MFS Fixed Fund in addition to, or conflicting with, the description set forth in the Description. We may terminate your ability to offer purchase and sell the Units at any time if we believe or have reason to believe that you have failed or may fail to comply with any of the conditions set forth herein or, in any event, upon 10 days' prior written notice. Such termination will not affect your responsibilities under paragraph 24 31 with respect to any transactions affecting the Units.

Appears in 1 contract

Samples: Dealer Agreement (MFS Series Trust Viii)

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