Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the FundX Upgrader Funds or, if available, any other series of FundX Upgrader Funds or other regulated investment companies for which FundX Investment Group 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, Custodial Account Agreement
Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the FundX Upgrader Intrepid Capital Funds or, if available, any other series of FundX Upgrader Intrepid Capital Funds or other regulated investment companies for which FundX Investment Group Intrepid Capital Management, 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 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 FundX Upgrader Direxion Funds or, if available, any other series of FundX Upgrader Direxion Funds or other regulated investment companies for which FundX Investment Group Xxxxxxxx Asset 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 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 FundX Upgrader Xxxxx Capital Funds or, if available, any other series of FundX Upgrader Xxxxx Capital Funds or other regulated investment companies for which FundX Investment Group Xxxxx Capital Management, 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