Frequency of Investment Changes Sample Clauses

The 'Frequency of Investment Changes' clause defines how often investments within a portfolio or account can be altered or reallocated. Typically, this clause sets specific intervals—such as daily, monthly, or quarterly—during which changes to investment selections or allocations are permitted. For example, an investor may only be allowed to switch funds or adjust asset allocations once per quarter. The core function of this clause is to manage trading activity, prevent excessive or disruptive changes, and ensure orderly administration of investment accounts.
Frequency of Investment Changes. Participants may make changes to the investments within their Individual Accounts with the following frequency (Choose one):
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Frequency of Investment Changes. A Participant may make changes to the investments within their Individual Account with the following frequency (select one): Option 1: ¨ In accordance with uniform and nondiscriminatory rules established by the Plan Administrator or other Fiduciary. Option 2: þ Daily. Option 3: ¨ Monthly. Option 4: ¨ Quarterly. Option 5: ¨ Other (Specify one or more uniform and nondiscriminatory periods selected by the Plan Administrator.) _____________________________________________________________________________________ .
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Frequency of Investment Changes. Participants may make changes to the investments within their Individual Accounts with the following frequency (CHOOSE ONE): OPTION 1: [ ] In accordance with uniform and nondiscriminatory rules established by the Plan Administrator or other fiduciary.
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Frequency of Investment Changes. Participants may make changes to the investments within their Individual Accounts with the following frequency (Choose one): OPTION 1: [ ] In accordance with uniform and nondiscriminatory rules established by the Plan Administrator or other fiduciary. OPTION 2: [X] Daily. OPTION 3: [ ] Monthly. OPTION 4: [ ] Quarterly. OPTION 5: [ ] Other (Specify) ------------------------------- NOTE: If no option is selected, Option 1 will be deemed to be selected. Also note that the Plan's Valuation Dates must be at least as often as the frequency chosen here.
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Related to Frequency of Investment Changes

  • Frequency of Evaluation Short form employees shall be evaluated one (1) time per year, which evaluation shall be completed no later than June 1.

  • Contract Changes Changes may not be made in the terms and conditions of this contract without the agreement and written permission of the Director of Housing.

  • Account Changes Neither the Financial Institution nor the Grantor will change the name or account number of a Collateral Account without the consent of the Secured Party. The Financial Institution will promptly notify the Servicer of any changes. This Agreement will apply to each successor account to a Collateral Account, which will also be a Collateral Account.

  • Shift Changes When an employee is assigned to a specific shift and that assignment is changed, the employee shall be given seven (7) calendar days’ notice prior to the change.

  • Annual Officer’s Certificate; Notice of Servicer Replacement Event (a) The Servicer will deliver to the Issuer, with a copy to the Indenture Trustee, on or before March 30th of each year, beginning on March 30, 2019, an Officer’s Certificate, dated as of December 31 of the immediately preceding year, providing such information as is required under Item 1123 of Regulation AB. (b) The Servicer will deliver to the Issuer, with a copy to the Indenture Trustee within five (5) Business Days after having obtained knowledge thereof written notice in an Officer’s Certificate of any event which with the giving of notice or lapse of time, or both, would become a Servicer Replacement Event. Except to the extent set forth in this Section 3.9(b), Section 7.2 and Section 9.22 of this Agreement and Section 3.12 and Section 6.5 of the Indenture, the Transaction Documents do not require any policies or procedures to monitor any performance or other triggers and events of default. (c) The Servicer will deliver to the Issuer, on or before March 30th of each year, beginning on March 30, 2019, a report regarding the Servicer’s assessment of compliance with the Servicing Criteria specified in Exhibit C as applicable to the Servicer during the immediately preceding calendar year, including disclosure of any material instance of non-compliance identified by the Servicer, as required under paragraph (b) of Rule 13a-18, or Rule 15d-18 of the Exchange Act and Item 1122 of Regulation AB, or such other criteria as mutually agreed upon by the Seller and the Servicer.