Common use of Share Class Conversion Clause in Contracts

Share Class Conversion. If, when I open and initially fund my Account, or upon any subsequent funding, I transfer into my Account shares of mutual funds that are Eligible Investments, it may be necessary to convert some or all of my existing share class to a class determined by ▇▇▇▇▇▇ ▇▇▇▇▇ to be appropriate for Guided Solutions. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may convert the class of shares transferred into another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may, at any time, convert any existing class of mutual fund shares that are Eligible Investments in my Account to another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand that all conversions could result in higher or lower fees and/or expenses than those paid under the previous share class. Taxable gains, taxable losses, redemption fees or sales charges may be assessed upon the liquidation or redemption of securities. I understand that these fees and expenses may negatively affect my investment performance.

Share Class Conversion. If, when I open and initially fund my Account, or upon any subsequent funding, I transfer into my Account shares of mutual funds that are Eligible Investments, it may be necessary to convert some or all of my existing share class to a class determined by ▇▇▇▇▇▇ ▇▇▇▇▇ to be appropriate for Guided Solutions. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may convert the class of shares transferred into another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may, at any time, convert any existing class of mutual fund shares that are Eligible Investments in my Account to another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand that all conversions could result in higher or lower fees and/or expenses than those paid under the previous share class. Taxable gains, taxable losses, redemption fees or sales charges may be assessed upon the liquidation or redemption of securities. I understand that these fees and expenses may negatively affect my investment performance.

Share Class Conversion. If, when I open and initially fund my Account, or upon any subsequent funding, I transfer into my Account shares of mutual funds that are Eligible Investments, it may be necessary to convert some or all of my existing share class to a class determined by ▇▇▇▇▇▇ ▇▇▇▇▇ to be appropriate for Guided Financial Advisor Managed Solutions. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may convert the class of shares transferred into another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand and agree that ▇▇▇▇▇▇ ▇▇▇▇▇ may, at any time, convert any existing class of mutual fund shares that are Eligible Investments in my Account to another class of shares of the same Eligible Investments selected by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand that all conversions could result in higher or lower fees and/or expenses than those paid under the previous share class. Taxable gains, taxable losses, redemption fees fees, or sales charges may be assessed upon the liquidation or redemption of securities. I understand that these fees and expenses may negatively affect my investment performance.