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