AMERICAN TRUST INVESTMENT SERVICES, INC.Mutual Fund Account Agreement • November 16th, 2011
Account information will be mailed to the legal address (or mailing address if different) listed below, and deemed to have been received by all account holders at such address.
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 Account 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 .
