Common use of Systematic Mutual Fund Program Clause in Contracts

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically on

Appears in 3 contracts

Sources: Client Services Agreement, Client Services Agreement, Retirement Account Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semi-annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.

Appears in 3 contracts

Sources: Roth Individual Retirement Account Custodial Agreement, Simple Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semiannual or annual basis, as I may choose, and at the dollar amount I specify for such transactions.

Appears in 3 contracts

Sources: Client Services Agreement, Client Services Agreement, Client Services Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semi–annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.

Appears in 2 contracts

Sources: Client Services Agreement, Traditional Individual Retirement Account Custodial Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds selected by my Financial Advisor and held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onand

Appears in 1 contract

Sources: Client Services Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semiannual or annual basis, as I may choose. I may specify either a dollar amount or share amount for such transactions.

Appears in 1 contract

Sources: Account Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semi- annual or annual basis, as I may choose and at the dollar amount I specify for such transactions.

Appears in 1 contract

Sources: Traditional Individual Retirement Account Custodial Agreement

Systematic Mutual Fund Program. If I participate in the Systematic Mutual Fund Program, ▇▇▇▇▇▇ ▇▇▇▇▇ will periodically purchase, sell or exchange shares of my existing eligible mutual funds held in my Account. As described in the applicable prospectus, purchases will be made at the public offering price and sales or exchanges executed at the net asset value. These transactions will be executed automatically onon a monthly, quarterly, semi-annual or annual basis, as I may choose

Appears in 1 contract

Sources: Retirement Account Agreement