YOUR INVESTMENT CHOICES Sample Clauses

YOUR INVESTMENT CHOICES. (NOTE: For investments with a front-end sales charge that you wish to be purchased at NAV, you MUST check the LW box to waive the sales charge, as allowed by the fund family) Select this option if you are making your own investment selections. Please ensure that you complete this section in full and your investment selections equal 100%. Ticker Symbol Investment Name LW Allocation % TOTAL Your total must equal 100% OPTION 2 INVESTMENT STRATEGIST/THIRD PARTY MONEY MANAGER The Participant may select to have your investments managed by available Investment Strategists on the Aspire platform. The Participant may select only one model and additional fees may apply. Please consult with your Financial Professional. For a listing of available Investment Strategists and the additional forms required, go to xxxxxxxxxxxx.xxx/xxxxxxxx/000.xxx.
Sample 1
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YOUR INVESTMENT CHOICES. (NOTE: For investments with a front-end sales charge that you wish to be purchased at NAV, you MUST check the LW box to waive the sales charge, as allowed by the fund family.) Select this option if you are making your own investment s elections. Please ensure that you complete this section in full and your investment selections equal 100% TICKER SYMBOL INVESTMENT NAME LW ALLOCATION % TICKER SYMBOL INVESTMENT NAME LW ALLOCATION % OPTION 2 Your total must equal 100% TOTAL INVESTMENT STRATEGIST/THIRD PARTY MONEY The Participant elects to have investments managed by an Investment Strategist available on the Aspire recordkeeping system. The Participant may select only one model portfolio. Additional fees charged by the Investment Strategist may apply. Participants should consult with their Financial Professional regarding the use of an Investment Strategist’s model portfolio and related fees. For a listing of Investment Strategists available on Aspire’s recordkeeping system, go to xxx.xxxxxxxxxxxx.xxx/xxxxxxxx-xxxxxxxxx/xxxxxxxxx-xxxxxxxx/xxxxxxxxxxx-xxx-xxxxxxxxxx-xxxxxxxx.
Sample 1
YOUR INVESTMENT CHOICES. Select this option if you are making your own investment selections. Include the ticker symbol, investment name and allocation percentage. The allocations must total 100%. TICKER SYMBOL INVESTMENT NAME ALLOCATION % Your total must equal 100% TOTAL 0.00 OPTION 2 INVESTMENT MODEL PORTFOLIO SELECTED BY INVESTMENT STRATEGIST/THIRD PARTY MONEY MANAGER (“INVESTMENT STRATEGIST”) Select this option if you have elected to invest through use of a model portfolio provided by Investment Strategists who is on the Aspire platform. Additional fees may apply. Note: You must be working with a Financial Professional to choose this option. Please consult with your Financial Professional before selecting an Investment Strategist.
Sample 1

Related to YOUR INVESTMENT CHOICES

  • Sponsored, Closely Held Investment Vehicle An Estonian Financial Institution satisfying the following requirements:

  • Previous Investments This Agreement shall also apply to investments made before its entry into force by investors of one Contracting Party in the territory of the other Contracting Party in accordance with the latter's laws and regulations.

  • Investment Promotion 1. Each Contracting Party shall promote investments in its territory by investors of the other Contracting Party and admit such investments in accordance with its legislation.

  • Commingling, Exchange and Investment of the Contributions 2.1. The Contributions shall be accounted for as a single trust fund and shall be kept separate and apart from the funds of the Bank. The Contributions may be commingled with other trust fund assets maintained by the Bank.

  • How Are Contributions to a Xxxxxxxxx Education Savings Account Reported for Federal Tax Purposes? Contributions to a Xxxxxxxxx Education Savings Account are reported on IRS Form 5498-ESA.

  • How Are Distributions from a Xxxxxxxxx Education Savings Account Taxed For Federal Income Tax Purposes? Amounts distributed are generally excludable from gross income if they do not exceed the beneficiary’s “qualified higher education expenses” for the year or are rolled over to another Xxxxxxxxx Education Savings Account according to the requirements of Section (4). “Qualified higher education expenses” generally include the cost of tuition, fees, books, supplies, and equipment for enrollment at (i) accredited post-secondary educational institutions offering credit toward a bachelor’s degree, an associate’s degree, a graduate-level or professional degree or another recognized post-secondary credential and (ii) certain vocational schools. In addition, room and board may be covered if the beneficiary is at least a “half-time” student. This amount may be reduced or eliminated by certain scholarships, qualified state tuition programs, HOPE, Lifetime Learning tax credits, proceeds of certain savings bonds, and other amounts paid on the beneficiary’s behalf as well as by any other deductions or credits taken for the same expenses. The definition of “qualified education expenses” includes expenses more frequently and directly related to elementary and secondary school education, including the purchase of computer technology or equipment or Internet access and related services. To the extent payments during the year exceed such amounts, they are partially taxable and partially non-taxable similar to payments received from an annuity. Any taxable portion of a distribution is generally subject to a 10% penalty tax in addition to income tax unless the distribution is (i) due to the death or disability of the beneficiary, (ii) made on account of a scholarship received by the beneficiary, or (iii) is made in a year in which the beneficiary elects the HOPE or Lifetime Learning credit and waives the exclusion from income of the Xxxxxxxxx Education Savings Account distribution. You may be allowed to take both the HOPE or Lifetime Learning credits while simultaneously taking distributions from Xxxxxxxxx Education Savings Accounts. However, you cannot claim a credit for the same educational expenses paid for through Xxxxxxxxx Education Savings Account distributions. To the extent a distribution is taxable, capital gains treatment does not apply to amounts distributed from the account. Similarly, the special five- and ten-year averaging rules for lump-sum distributions do not apply to distributions from a Xxxxxxxxx Education Savings Account. The taxable portion of any distribution is taxed as ordinary income. The IRS does not require withholding on distributions from Xxxxxxxxx Education Savings Accounts.

  • Investment Advisors and Investment Managers An Investment Entity established in Estonia that is a financial institution solely because it (1) renders investment advice to, and acts on behalf of, or (2) manages portfolios for, and acts on behalf of, a customer for the purposes of investing, managing, or administering funds deposited in the name of the customer with a Financial Institution other than a Nonparticipating Financial Institution.

  • Investment Guidelines In addition to the information to be provided to the Sub-Advisor under Section 2 hereof, the Trust or the Advisor shall supply the Sub-Advisor with such other information as the Sub-Advisor shall reasonably request concerning the Fund’s investment policies, restrictions, limitations, tax position, liquidity requirements and other information useful in managing the Fund’s investments.

  • Investment Restrictions How the Fund is Managed ................................................................................

  • Alternative Risk Financing Programs The County reserves the right to review, and then approve, Contractor use of self-insurance, risk retention groups, risk purchasing groups, pooling arrangements and captive insurance to satisfy the Required Insurance provisions. The County and its Agents shall be designated as an Additional Covered Party under any approved program.

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