MASTER BEST INTEREST CONTRACT SUPPLEMENT FOR INVESTMENT RECOMMENDATIONS CONCERNING INDIVIDUAL RETIREMENT ACCOUNTS AND SIMILAR ARRANGEMENTS NOT SUBJECT TO TITLE I OF ERISABest Interest Contract Supplement • December 23rd, 2016 • New York
the agreement(s) we have entered into with you in connection with the above referenced account(s) (“Account”) including, without limitation, any insurance or
MASTER BEST INTEREST CONTRACT SUPPLEMENT FOR INVESTMENT RECOMMENDATIONS CONCERNING INDIVIDUAL RETIREMENT ACCOUNTS AND SIMILAR ARRANGEMENTS NOT SUBJECT TO TITLE I OF ERISABest Interest Contract Supplement • February 1st, 2017 • Colorado
This Best Interest Contract (“BIC”) supplements the terms and conditions of the agreement(s) we have entered into with you in connection with the above referenced account(s) (“Account”) including, without limitation, any insurance or annuity contract or application, account opening agreement, investment program agreement or similar document. This BIC is entered into by you in connection with investment advice provided to you in connection with your IRA, Roth IRA, Archer Medical Savings Account, or plan described in Section 4975(e)(1)(A) of the Internal Revenue Code (the “Code”), or your status as a Retail Fiduciary of a plan described in Section 4975(e)(1)(A) of the Code or an IRA.
