Common Contracts
3 similar 403(b)(7) Custodial Account Agreement contracts
Contract403(b)(7) Custodial Account Agreement • April 13th, 2024 • Delaware
No information provided by the Virtus Mutual Funds shall be considered to be or is advice on which you may rely as the primary basis for my investment decisions. You need to make your own decisions, with whatever third-party advice you wish to obtain. By establishing an account and/or investing, you will be deemed to have expressly confirmed that none of Virtus Mutual Funds, their distributor, their transfer agent, and their affiliates, has made or is making a recommendation, or has provided or is providing investment advice of any kind whatsoever (whether impartial or otherwise), or is giving any advice in a fiduciary capacity with any decision you may make to invest or otherwise proceed with Virtus Mutual Funds.
Contract403(b)(7) Custodial Account Agreement • April 7th, 2021 • Delaware
No information provided by the Virtus Mutual Funds shall be considered to be or is advice on which you may rely as the primary basis for my investment decisions. You need to make your own decisions, with whatever third-party advice you wish to obtain. By establishing an account and/or investing, you will be deemed to have expressly confirmed that none of Virtus Mutual Funds, their distributor, their transfer agent, and their affiliates, has made or is making a recommendation, or has provided or is providing investment advice of any kind whatsoever (whether impartial or otherwise), or is giving any advice in a fiduciary capacity with any decision you may make to invest or otherwise proceed with Virtus Mutual Funds.
Contract403(b)(7) Custodial Account Agreement • April 7th, 2021 • Delaware
No information provided by the Virtus Mutual Funds shall be considered to be or is advice on which you may rely as the primary basis for my investment decisions. You need to make your own decisions, with whatever third-party advice you wish to obtain. By establishing an account and/or investing, you will be deemed to have expressly confirmed that none of Virtus Mutual Funds, their distributor, their transfer agent, and their affiliates, has made or is making a recommendation, or has provided or is providing investment advice of any kind whatsoever (whether impartial or otherwise), or is giving any advice in a fiduciary capacity with any decision you may make to invest or otherwise proceed with Virtus Mutual Funds.
