Common use of Directing Investments Clause in Contracts

Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Beneficiary IRA investments will generally be registered in our name or our nominee’s name for the benefit of your Beneficiary IRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your Beneficiary IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent’s decisions, and you are responsible for the agent’s actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then current policies and procedures.

Appears in 3 contracts

Samples: www.rbfcu.org, www.rbfcu.org, www.rbfcu.org

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Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA SIMPLE XXX investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Beneficiary IRA SIMPLE XXX investments will generally be registered in our name or our nominee’s 's name for the benefit of your Beneficiary IRASIMPLE XXX. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your Beneficiary IRA SIMPLE XXX to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent’s 's decisions, and you are responsible for the agent’s 's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then then-current policies and procedures.

Appears in 3 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA XXX investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Beneficiary IRA XXX investments will generally be registered in our name or our nominee’s 's name (if applicable) for the benefit of your Beneficiary IRAXXX. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your Beneficiary IRA XXX to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent’s 's decisions, and you are responsible for the agent’s 's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then then-current policies and procedures.

Appears in 3 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Beneficiary IRA investments will generally be registered in our name or our nominee’s 's name (if applicable) for the benefit of your Beneficiary IRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your Beneficiary IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent’s 's decisions, and you are responsible for the agent’s 's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then then-current policies and procedures.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

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Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Beneficiary IRA investments will generally be registered in our name or our nominee’s 's name (if applicable) for the benefit of your Beneficiary IRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your Beneficiary IRA to an agent by providing us with written notice of delegation in a format acceptable to us. We will not review or guide your agent’s 's decisions, and you are responsible for the agent’s 's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. For investments in securities, we will exercise voting rights and other similar rights only at your direction, and according to our then current policies and procedures.

Appears in 1 contract

Samples: weitzinvestments.com

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