Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxxxxx Investment Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
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Samples: Custodial Account Agreement, Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. Xxxx & Xxxxx Fund or, if available, any other series of The Xxxxxxx Funds, Inc. Xxxx & Xxxxx Fund or other regulated investment companies for which Xxxxxxx Investment Xxxx & Xxxxx Capital Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Baird Funds, Inc. or, if available, any other series of The Xxxxxxx Baird Funds, Inc. or other regulated investment companies for which Xxxxxxx Investment Management, LLC Xxxxxx X. Xxxxx & Co. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 2 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Xxxxxxxx IM Funds, Inc. Inc or, if available, any other series of The Xxxxxxx Xxxxxxxx IM Funds, Inc. Inc or other regulated investment companies for which Xxxxxxx Xxxxxxxx Investment Management, LLC Inc serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. (a) All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Baird Funds, Inc. or, if available, any other series of The Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxxxxx Investment Management, LLC Xxxxxx X. Xxxxx & Co. Incorporated serves as Investment Advisor or designates as being eligible for investmentinvestment (“Investment Company”). Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. .” To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositorDepositor’s investment election.
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Samples: www.rwbaird.com
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. X’Xxxxxxxxxxx Funds or, if available, any other series of The Xxxxxxx Funds, Inc. X’Xxxxxxxxxxx Funds or other regulated investment companies for which Xxxxxxx Investment X’Xxxxxxxxxxx Asset Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. Funds or, if available, any other series of The Xxxxxxx Funds, Inc. Funds or other regulated investment companies for which Xxxxxxx Investment Capital Management, LLC Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. Funds or, if available, any other series of The Xxxxxxx Funds, Inc. Funds or other regulated investment companies for which St. Xxxxx X. Xxxxxxx Investment Management, LLC & Co. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxxxxx Investment Management, Management LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. b. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. Funds or, if available, any other series of The Xxxxxxx Funds, Inc. Funds or other regulated investment companies for which St. Xxxxx X. Xxxxxxx Investment Management& Company, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxxxxx Funds, Inc. or other regulated investment companies for which The Xxxxxxx Investment ManagementFunds, LLC Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Appears in 1 contract
Samples: Custodial Account Agreement