TRANSFERS AMONG INVESTMENT OPTIONS Sample Clauses

TRANSFERS AMONG INVESTMENT OPTIONS. 6 CHARGES AGAINST THE ASSETS OF THE SUB-ACCOUNT..................................6
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TRANSFERS AMONG INVESTMENT OPTIONS. You can transfer money among the Portfolios and the Symetra Fixed Account. You must make the requests in writing, or by any other method approved by us. This transfer will take effect on the date we receive your request in our Administrative Office provided that all requirements have been met in a manner that is satisfactory to us. We reserve the right to limit any transfer to the Symetra Fixed Account to 25% of your Policy Value. The 25% limit will be based on the Policy Value as of the prior policy anniversary. The Policy Value on a policy anniversary will reflect the deduction for the monthly administration charge. The Coverage Description shows the number of transfers that are allowed free of charge. Thereafter we may impose a transfer charge if applicable. There is no charge for any systematic transfer programs approved by Symetra, nor do they contribute to the annual limit shown in the Coverage Description. At your request, we will transfer an amount from your unloaned value in our Symetra Fixed Account to one or more investment options of our Separate Account. Your unloaned value in our Symetra Fixed Account is equal to:
TRANSFERS AMONG INVESTMENT OPTIONS. You may request to transfer all or part of the amount held in an Investment Option to one or more of the other Investment Options. The request must be in a form we accept. All transfers will be made on the Transaction Date. Written authorization for touch tone telephone initiated transfers is only required when authorization for telephone transfers is requested. Upon advance written notice to you, we reserve the right to discontinue the acceptance of transfer requests through the use of a touch tone telephone. If the Plan permits and you provide us with advance written instructions to do so, we will accept transfer instructions directly from the Annuitant. All transfers will be effective on the Transaction Date and will be subject to our rules in effect at the time of transfer. With respect to the Variable Investment Options, the transfer will be made at the Accumulation Unit Value next computed after the Transaction Date. If you have elected the Guaranteed Interest Option and any Type B Variable Investment Option listed on Page 3A of your Contract, whether or not amounts have actually been placed in any Type B Variable Investment Option, then the maximum amount that may be transferred from the Guaranteed Interest Option to any other Variable Investment Option (Type A also listed on Page 3A) in any Contract Year is:
TRANSFERS AMONG INVESTMENT OPTIONS 

Related to TRANSFERS AMONG INVESTMENT OPTIONS

  • Investment Options You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.

  • Rights as Shareholders; Stock Transfers At the Effective Time, holders of Company Common Stock shall cease to be, and shall have no rights as, shareholders of the Company other than the right to receive the Merger Consideration provided under this Article III. After the Effective Time, there shall be no transfers on the stock transfer books of the Company of shares of Company Common Stock.

  • Investment Funds Unregistered general or limited partnerships or pooled investment vehicles and/or registered investment companies in which the Company (directly, or indirectly through the Master Fund) invests its assets that are advised by an Investment Manager.

  • Sale and Transfer of Shares Subject to the terms and conditions set forth in this Agreement, at the Closing, Seller shall sell, convey, assign, transfer and deliver the Shares to Purchaser, free and clear of all Liens (other than restrictions arising under the Securities Act or any other applicable state securities laws), and Purchaser shall purchase, acquire and accept the Shares from Seller.

  • Rollover Contributions and Transfers The Custodian shall have the right to receive rollover contributions and to receive direct transfers from other custodians or trustees. All contributions must be made in cash or check.

  • ISSUANCE AND TRANSFER OF SHARES 1. The Bank will issue Share certificates upon receipt of a Certificate from an Officer, but shall not be required to issue Share certificates after it has received from an appropriate federal or state authority written notification that the sale of Shares has been suspended or discontinued, and the Bank shall be entitled to rely upon such written notification. The Bank shall not be responsible for the payment of any original issue or other taxes required to be paid by the Customer in connection with the issuance of any Shares.

  • Shareholder Accounts In connection with the establishment of Shareholder accounts, JHSS shall:

  • TRANSFERS, SPLIT-UPS, AND COMBINATIONS OF RECEIPTS The transfer of this Receipt is registrable on the books of the Depositary at its Corporate Trust Office by the Owner hereof in person or by a duly authorized attorney, upon surrender of this Receipt properly endorsed for transfer or accompanied by proper instruments of transfer and funds sufficient to pay any applicable transfer taxes and the expenses of the Depositary and upon compliance with such regulations, if any, as the Depositary may establish for such purpose. This Receipt may be split into other such Receipts, or may be combined with other such Receipts into one Receipt, evidencing the same aggregate number of American Depositary Shares as the Receipt or Receipts surrendered. As a condition precedent to the execution and delivery, registration of transfer, split-up, combination, or surrender of any Receipt or withdrawal of any Deposited Securities, the Depositary, the Custodian, or Registrar may require payment from the depositor of Shares or the presenter of the Receipt of a sum sufficient to reimburse it for any tax or other governmental charge and any stock transfer or registration fee with respect thereto (including any such tax or charge and fee with respect to Shares being deposited or withdrawn) and payment of any applicable fees as provided in this Receipt, may require the production of proof satisfactory to it as to the identity and genuineness of any signature and may also require compliance with any regulations the Depositary may establish consistent with the provisions of the Deposit Agreement or this Receipt. The delivery of Receipts against deposits of Shares generally or against deposits of particular Shares may be suspended, or the transfer of Receipts in particular instances may be refused, or the registration of transfer of outstanding Receipts generally may be suspended, during any period when the transfer books of the Depositary are closed, or if any such action is deemed necessary or advisable by the Depositary or the Company at any time or from time to time because of any requirement of law or of any government or governmental body or commission, or under any provision of the Deposit Agreement or this Receipt, or for any other reason, subject to Article (22) hereof. Without limitation of the foregoing, the Depositary shall not knowingly accept for deposit under the Deposit Agreement any Shares required to be registered under the provisions of the Securities Act, unless a registration statement is in effect as to such Shares.

  • Purchase of Investments Pursuant to Instruction, Investments purchased for the account of the Fund shall be paid for (a) against delivery thereof to the Custodian or a Subcustodian, as the case may be, either directly or through a Clearing Corporation or a Securities Depository (in accordance with the rules of such Securities Depository or such Clearing Corporation), or (b) otherwise in accordance with an Instruction, Applicable Law, generally accepted trade practices, or the terms of the instrument representing such Investment.

  • Distributions; Investments (a) Pay any dividends or make any distribution or payment or redeem, retire or purchase any capital stock other than Permitted Distributions; or (b) directly or indirectly acquire or own any Person, or make any Investment in any Person, other than Permitted Investments, or permit any of its Subsidiaries to do so.

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