Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the Xxxxx Small Cap Growth Fund or, if available, any other series of Xxxxx Small Cap Growth Fund or other regulated investment companies for which Xxxxx Investment Management 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 4 contracts
Samples: Custodial Account Agreement, 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 Xxxxx Small Cap Growth Fund or, if available, any other series of Xxxxx Small Cap Growth Fund or other regulated investment companies for which Xxxxx Investment Management Management, L.P. 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 3 contracts
Samples: Custodial Account Agreement, 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 Xxxxx Xxxxxx Small Cap Growth Fund or, if available, any other series of Xxxxx Friess Small Cap Growth Fund or other regulated investment companies for which Xxxxx Investment Management Xxxxxx Associates, 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