Examples of Investment Notice in a sentence
Please refer to the Annual Expense and Investment Notice for more information on the Plan’s Target Date Funds.
The Client acknowledges, recognises and understands as highlighted further in Schedule F (High Risk Investment Notice) that trading and investments in leveraged as well as non-leveraged products: is highly speculative; may involve a degree of risk; and is appropriate only for persons who, if they trade on Margin, can assume risk of loss in excess of their Margin deposit.
Information on how to enroll, the Lifecycle Funds and the Qualified Default Investment Notice are available in the Office of Human Resources or online atbates.edu/hr/benefits or the TIAA website above.
Include separate cover letter for Annual Investment Notice (QDIA) (only applies for plans with QDIA AND safe harbor or automatic contribution provisions).
Include separate cover letter for Annual Investment Notice (QDIA) (only applies for 401(k) with QDIA AND SIMPLE, safe harbor or automatic contribution provisions).