Account Administration. Minimums You must invest and maintain a minimum balance of Deposits Your deposits will only be accepted once the application to open an RBC Managed Portfolios Account has been approved by RMFI and subsequent to your selection of an Investment Profile . Withdrawals You may request withdrawals from your RBC Managed Portfolios Account (minimum $250) by contacting your RMFI mutual funds representative . RMFI will advise RBC GAM of your request . RBC GAM will then sell assets from your RBC Managed Portfolios Account on a pro-rata basis in accordance with your selected Investment Profile, as necessary, to fund the withdrawal . Termination Certain of the Funds may only be held with RMFI through the RBC Managed Portfolios Program . Therefore, upon termination of your RBC Managed Portfolios Account, RMFI may redeem all the Funds in your RBC Managed Portfolios Account . Death or Incapacity Upon your death or incapacity, we will continue to administer your RBC Managed Portfolios Account and fees will be charged as outlined in this Schedule E until we have received contrary instructions from your duly authorized representative . Fees and Expenses RMFI is authorized to debit your RBC Managed Portfolios Account with the fees outlined below and any expenses outlined in the Agreement . Annual Fee Rates:
Appears in 3 contracts
Sources: Mutual Fund Account Agreement, Mutual Fund Agreement, Mutual Fund Agreement