Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.
Appears in 27 contracts
Samples: Combined Individual And, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.
Appears in 16 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx inherited XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx inherited XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx inherited XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx inherited XXX. Any brokerage commissions attributable to the assets in your Xxxx inherited XXX will be charged to your Xxxx inherited XXX. You cannot reimburse your Xxxx inherited XXX for those commissions.
Appears in 5 contracts
Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx SIMPLE XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx SIMPLE XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx SIMPLE XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx SIMPLE XXX. Any brokerage commissions attributable to the assets in your Xxxx SIMPLE XXX will be charged to your Xxxx SIMPLE XXX. You cannot reimburse your Xxxx SIMPLE XXX for those commissions.
Appears in 2 contracts
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, rollover or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you upon 30 days’ noticenotice to you that the fee will be effective. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.
Appears in 2 contracts
Samples: Ira Plan Agreement, Ira Plan Agreement
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, rollover or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you upon 30 days’ noticenotice to you that the fee will be effective. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You cannot reimburse your Xxxx XXX for those commissions.
Appears in 2 contracts
Samples: Ira Plan Agreement, Roth Ira Plan Agreement
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You Roth XXX.Xxx cannot reimburse your Xxxx XXX for those commissions.
Appears in 2 contracts
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXXXXX in accordance with the terms of the IB Customer Agreement. You cannot reimburse your Xxxx XXX for those commissions.
Appears in 1 contract
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, or termination fee) for maintaining your Xxxx XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx XXX at our discretion. We reserve the right to charge any additional fee after giving you 30 days’ notice. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx XXX. Any brokerage commissions attributable to the assets in your Xxxx XXX will be charged to your Xxxx XXX. You toyour Roth XXX.Xxx cannot reimburse your Xxxx XXX for those commissions.
Appears in 1 contract
Samples: 4kmc.com
Service Fees. We have the right to charge an annual service fee or other designated fees (e.g., a transfer, rollover, rollover or termination fee) for maintaining your Xxxx SIMPLE XXX. In addition, we have the right to be reimbursed for all reasonable expenses, including legal expenses, we incur in connection with the administration of your Xxxx SIMPLE XXX. We may charge you separately for any fees or expenses, or we may deduct the amount of the fees or expenses from the assets in your Xxxx SIMPLE XXX at our discretion. We reserve the right to charge any additional fee after giving you upon 30 days’ noticenotice to you that the fee will be effective. Fees such as subtransfer agent fees or commissions may be paid to us by third parties for assistance in performing certain transactions with respect to this Xxxx SIMPLE XXX. Any brokerage commissions attributable to the assets in your Xxxx SIMPLE XXX will be charged to your Xxxx SIMPLE XXX. You cannot reimburse your Xxxx SIMPLE XXX for those commissions.
Appears in 1 contract
Samples: Simple Ira Plan Agreement