Common use of Investment of Account Assets Clause in Contracts

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Funds or, if available, any other series of Xxxxxxxx Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 4 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement

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Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx LKCM Funds or, if available, any other series of Xxxxxxxx LKCM Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxxx Xxxx Capital Management Corporation serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 4 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxxx Funds or, if available, any other series of Xxxxxxxx Xxxxxx Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxx Investments, Inc. LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 3 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx LKCM Funds or, if available, any other series of Xxxxxxxx LKCM Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxxx Xxxx Capital Management serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxxxx Funds or, if available, any other series of Xxxxxxxx Xxxxxxx Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxxxx serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx The Xxxxxx Funds or, if available, any other series of Xxxxxxxx The Xxxxxx Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxx Investment Management, Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx The Olstein Funds or, if available, any other series of Xxxxxxxx The Olstein Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxxx Capital Management, Inc. L.P. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Funds or, if available, any other series of Xxxxxxxx Funds or other regulated investment companies for which Xxxxxxxx CompanyCapital Management, Inc. LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxx Funds or, if available, any other series of Xxxxxxxx Xxxxx Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxx Capital Management serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

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Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxxxx Funds or, if available, any other series of Xxxxxxxx Xxxxxxx Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxxx Capital Management, Inc. LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx LKCM Funds or, if available, any other series of Xxxxxxxx LKCM Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxxx Xxxx Capital Managemet Corporation serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxxx Value Funds or, if available, any other series of Xxxxxxxx Xxxxxx Value Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxx Value Partners, Inc. LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx The Xxxxxx Funds or, if available, any other series of Xxxxxxxx The Xxxxxx Funds or other regulated investment companies for which Xxxxxxxx CompanyXxxxxx Investment Management, Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxxxxx Xxxxxxx Funds or, if available, any other series of Xxxxxxxx Xxxxxxx Funds or other regulated investment companies for which Xxxxxxxx Company, Inc. Xxxxxxx Capital Management serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

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