Examples of Automatic Investment Plan in a sentence
However, the holding period does not apply to shares acquired through an Automatic Investment Plan and Access Persons will be permitted to fully redeem a Cohen & Steers open-end fund in their 401K account as long as any transaction in the previous thirty (30) days was an automatic pay-period contribution.Officers and directors of the Cohen & Steers’ closed-end funds are subject to additional holding periods as set forth in Section IV.F below and the Cohen & Steers Inside Information Policy and Procedures.
We cannot accept starter or counter checks.□ Automatic Investment Plan (AIP) - Automatic purchases can be made from your bank account into your Tomorrow’s Scholar account.
Money will be transferred only from the bank account indicated on the voided check.□ No, I/we don’t want to institute the Automatic Investment Plan.□ Yes, I/we want to institute the Automatic Investment Plan.
An Access Person need not make a Quarterly Transaction Report with respect to transactions effected pursuant to an Automatic Investment Plan.
To establish subsequent contribution options by Automatic Investment Plan (AIP) or Electronic Funds Transfer (EFT), your bank account registration MUST have one name in common with the Tomorrow’s Scholar Account Owner/Custodian.