Allocation Changes Clause Samples
The Allocation Changes clause defines the process by which parties can modify the distribution of responsibilities, resources, or costs under an agreement. Typically, this clause outlines the conditions and procedures for requesting and approving changes, such as requiring written notice or mutual consent. Its core practical function is to provide a structured mechanism for adapting the agreement to changing circumstances, ensuring flexibility while maintaining clarity and mutual understanding between the parties.
Allocation Changes. Client may only make one Investment Strategy change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement). Client understands and agrees that when Client has already made an Investment Strategy change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client’s attempts to make subsequent Investment Strategy changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client’s instruction.
Allocation Changes. Call TIAA at their toll free number, ▇-▇▇▇-▇▇▇-▇▇▇▇, or access the TIAA web page at ▇▇▇.▇▇▇▇.▇▇▇ to make allocation changes
Allocation Changes. Client and/or Advisor may only make one Allocation change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement). Client understands and agrees that when Client or Advisor has already made an Allocation change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client or Advisor’s attempts to make subsequent Allocation changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client or Advisor’s instruction. Unless expressly modified by the terms of the Advisor Agreements, Client represents and warrants that Client shall consult with Advisor about an Allocation change instruction before Client makes any Allocation change instruction.
Allocation Changes. The Certificate Owner has the right to request allocation changes among Divisions of the Variable Separate Account to any other Division then available. After the Annuity Commencement Date, allocation changes in excess of four in any Certificate Year are subject to the Excess Allocation Charge as stated in each Certificate. After Annuity Payments begin, allocation changes are not allowed between values providing Fixed Annuity Payments and Variable Annuity Payments.
Allocation Changes. Client may make changes to their Impact Portfolio allocation at any time. Client understands and agrees that Account will be rebalanced during the calendar quarterly rebalancing, unless the Client reaches out directly to Newday Impact to request inter-quarter rebalancing.
Allocation Changes. The Certificate Owner has the right to request allocation changes among Divisions of the Variable Separate Account to any other Division then available. After the Annuity Commencement Date, allocation changes in excess of four in any Certificate Year are subject to the Excess Allocation Charge as stated in the Certificate. After Annuity Payments begin, allocation changes are not allowed between values providing Fixed Annuity Payments and Variable Annuity Payments. ANNUITY COMMENCEMENT DATE SELECTION The Certificate Owner selects the Annuity Commencement Date. Any date may be elected following the first certificate anniversary but before the required date of annuity commencement as shown in each Certificate. On the Annuity Commencement date, the age of the Annuitant plus the number of years payments are guaranteed must not exceed 100. If a date is not selected, the annuity commencement date will be in the month following the required date of annuity commencement.