Examples of Custodial Assets in a sentence
Complete the Payroll Deduction Form and return with this Enrollment Form.Deposit of UGMA/UTMA Custodial Assets.
The “Custodian” means the person(s) appointed by Client and notified to Investment Manager, who will act as custodian(s) of the investments comprising the Custodial Assets from time to time and who is a “qualified custodian” as defined in Rule 206(4)-2 under the Advisers Act.
The Custodian bears the sole responsibility for (x) safekeeping of the Custodial Assets, and (y) the consummation of all purchases, sales, deliveries and investments made pursuant to Investment Manager’s directions.
Account Holder agrees that where state law applies, Kansas Law will govern this instrument, any other instrument executed in connection with the Custodial Account, and the Account Holder, the Account Holder’s agent and NDTCO’s respective rights and obligations here under or otherwise with respect to the Custodial Account or any and all Custodial Assets.
Any controversy arising out of or relating to this agreement or the breach thereof, or to the IRA or any transactions authorized by you and/or your agent as well as any claim that may arise regarding your Custodial Assets.