Common use of Collective Investment Clause in Contracts

Collective Investment. Trustee is authorized to invest the Participating Trust assets delivered to it in the CIF or CIFs as directed by the RIA, TPA, or Custodian. The Participating Trust may request a copy of the Declaration of Trust, free of charge, from Trustee. Assets of the Participating Trust managed under this Agreement may be commingled with assets of other tax- exempt employee benefit trusts in a CIF.

Appears in 2 contracts

Sources: Participation Agreement, Participation Agreement