Disclosures and Voting. The custodian shall deliver to depositor, or cause to be executed and delivered to depositor all notices, prospectuses, financial statements, proxies and proxy soliciting materials relating to assets credited to the account. The custodian shall not vote any shares of stock or take any other action, pursuant to such documents, with respect to such assets except upon receipt by the custodian of written instructions from depositor that the custodian, in its sole discretion, finds to be adequate.
Appears in 3 contracts
Sources: Roth Individual Retirement Custodial Agreement, Custodial Agreement, Traditional Individual Retirement Custodial Agreement