Common Contracts

2 similar Mutual Fund Agreement contracts

About this agreement 1 About your account 2 Important Know Your Client terms and definitions 3 Purchases, switches and redemptions 3 Schedule A – Statement of policies 4 Schedule B – Collection and use of information 5 Schedule C – Automated services...
Mutual Fund Agreement • September 2nd, 2009

This Agreement explains how your account works . It also tells you about RMFI’s policies for conflicts of interest and using information about you . If you have any questions about this Agreement or your account, please contact your RMFI mutual funds representative or call RMFI’s toll-free Customer Service line at 1-800-463-3863 .

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About this agreement 1 About your account 2 Important Know Your Client terms and definitions 3 Purchases, switches and redemptions 3 Schedule A – Statement of policies 4 Schedule B – Collection and use of information 5 Schedule C – Automated services...
Mutual Fund Agreement • March 7th, 2007

This Agreement explains how your account works . It also tells you about RMFI’s policies for conflicts of interest and using information about you . If you have any questions about this Agreement or your account, please contact your RMFI mutual funds representative or call RMFI’s toll-free Customer Service line at 1-800-463-3863 .

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