Contract Owner Information. (a) Financial Intermediary agrees to provide the Portfolio, upon written request, the taxpayer identification number (“TIN”), if known, of any or all Contract owners and the amount, date, name or other identifier of any investment professional(s) associated with the Contract owner(s) (if known), and transaction type (purchase, redemption, transfer, or exchange) of every purchase, redemption, transfer, or exchange of Shares held through a Separate Account during the period covered by the request.
Appears in 4 contracts
Samples: Insurance Trust Distribution Fee Agreement (Jpmorgan Insurance Trust), Insurance Trust Distribution Fee Agreement (Jpmorgan Insurance Trust), Agreement (Jefferson National Life Annuity Account G)
