No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 13 contracts
Samples: Arbitration Agreement, Ira Adoption Agreement, Arbitration Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 13 contracts
Samples: Inherited Ira Agreement, Inherited Ira Adoption Agreement, Simple Ira Custodial Account Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 5 contracts
Samples: Hewitt Financial Services, Arbitration Agreement, Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 2 contracts
Samples: Ira Adoption Agreement, Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular contributions and corresponding investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 2 contracts
Samples: d1xhgr640tdb4k.cloudfront.net, legal.atomicvest.com
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer ofer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an the Account and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: syndicatedcapital.com
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer otfer any opinion or judgment judgement on any matter pertaining to the nature, value, potential value, or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
No Investment Discretion. The Custodian shall have no discretion to direct any investments of an Account Account, and is merely authorized to acquire and hold the particular investments specified by the Participant. The Custodian will not act as investment advisor or counselor to a Participant and will not advise a Participant or offer any opinion or judgment on any matter pertaining to the nature, value, potential value, value or suitability of any investment or potential investment by a Participant.
Appears in 1 contract
Samples: adirondackfunds.com
