Common Contracts
2 similar Investor Account Agreement contracts
Series FB, FB5, PWFB, PWFB5 Investor Account AgreementInvestor Account Agreement • October 9th, 2015 • Ontario
(each a “Party” and collectively, the “Parties”) and it relates to the purchase of Series FB, Series FB5, Series PWFB and/or Series PWFB5 securities (the “Securities”) of the Mackenzie Investment Funds (each a “Fund”) applying the negotiated fees payable by the Investor to the Dealer described in paragraphs 4 and 5 below and as set out in Schedule A (the “Advisor Service Fee”). This Agreement is in addition to any other documents you sign in respect of your account(s) with Mackenzie (the “Account Agreement”). The Securities of a Fund are offered pursuant to simplified prospectuses, annual information forms, fund facts and other offering documents required by securities regulators (collectively, the “Disclosure Documents”). If a Joint Investor is a party to this Agreement, then all references to “Investor” or “you” in this Agreement refer to both the Investor and the Joint Investor investing through a jointly held account. The Parties agree as follows:
Series FB, FB5, PWFB, PWFB5 Investor Account AgreementInvestor Account Agreement • October 9th, 2015 • Ontario
(each a “Party” and collectively, the “Parties”) and it relates to the purchase of Series FB, Series FB5, Series PWFB and/or Series PWFB5 securities (the “Securities”) of the Mackenzie Investment Funds (each a “Fund”) applying the negotiated fees payable by the Investor to the Dealer described in paragraphs 4 and 5 below and as set out in Schedule A (the “Advisor Service Fee”). This Agreement is in addition to any other documents you sign in respect of your account(s) with Mackenzie (the “Account Agreement”). The Securities of a Fund are offered pursuant to simplified prospectuses, annual information forms, fund facts and other offering documents required by securities regulators (collectively, the “Disclosure Documents”). If a Joint Investor is a party to this Agreement, then all references to “Investor” or “you” in this Agreement refer to both the Investor and the Joint Investor investing through a jointly held account. The Parties agree as follows:
