Common use of Directing Investments Clause in Contracts

Directing Investments. All investment directions must be in a days of our receipt of your written objection to an amendment. In format or manner acceptable to us. You may invest in any Xxxx the event you materially breach this agreement, we can terminate IRA investments that you are qualified to purchase, and that we this agreement by providing you with five days prior written notice. are authorized to offer and do offer at the time of the investment Upon our resignation, you must appoint a qualified successor selection, and that are acceptable under the applicable laws custodian or trustee. Your Xxxx XXX assets will be transferred to the governing retirement plans. Your Xxxx XXX investments will be successor custodian or trustee once we have received appropriate registered in our name for the benefit of your Xxxx XXX. direction. Transfers will be completed within a reasonable time Specific investment information may be provided at the time of following our resignation notice and the payment of your remaining the investment. Xxxx XXX fees or expenses. At the time of resignation we may retain Based on our policies, we may allow you to delegate the the sum necessary to cover any fees and expenses, taxes, or investment responsibility of your Xxxx XXX to an agent by investment penalties. If you fail to provide us with acceptable providing us with written notice of delegation in a format transfer direction within 30 days from the date of the notice we can acceptable to us. We will not review or guide your agent's transfer the assets to a successor custodian or trustee of our choice 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. or distribute them to you in cash.

Appears in 4 contracts

Samples: content.parnassus.com, content.parnassus.com, www.barrettasset.com

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