Investment Documentation. (a) In directing us with respect to any investment, you must utilize our Direction of Investment form suitable to such investment or such other form acceptable to us. We may remit funding for your investment upon receipt of such Direction of Investment or other form acceptable to us, without regard to any supporting documentation. (b) We shall be fully protected in acting upon any instrument, certificate, paper or transmission believed to be genuine and to be signed or presented by the proper person or persons whether or not by facsimile, email or other form acceptable to the Custodian, and the Custodian shall be under no duty to make any investigation or inquiry as to any statement contained in any such communication, but may accept the same as conclusive evidence of the truth and accuracy of the statements therein contained. (c) You authorize and direct us to execute and deliver, on behalf of your ▇▇▇▇ ▇▇▇ Account, any and all documents delivered to us in connection with your assets in your ▇▇▇▇ ▇▇▇ Account; however, we have no duty to deliver such documents and we shall have no responsibility to verify or determine that any such documents are complete, accurate or constitute the documents necessary to comply with your investment direction. You authorize and direct us to correct errors in investment titling without notice to you and to correct other minor clerical errors with telephone or email consent from you upon verification of your identity.
Appears in 2 contracts
Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Investment Documentation. (a) In directing us with respect to any investment, you must utilize our Direction of Investment form forms suitable to such investment or such other form acceptable to us. We may remit funding for your investment upon receipt of such Direction of Investment or other form acceptable to usnecessary forms, without regard to any supporting documentation.
(b) We shall be fully protected in acting upon any instrument, certificate, paper or transmission believed to be genuine and to be signed or presented by the proper person or persons whether or not by facsimile, email or other form acceptable to the Custodian, and the Custodian shall be under no duty to make any investigation or inquiry as to any statement contained in any such communication, but may accept the same as conclusive evidence of the truth and accuracy of the statements therein contained.
(c) You authorize and direct us to execute and deliver, on behalf of your ▇▇▇▇ ▇▇▇ Account, any and all documents delivered to us in connection with your assets in your ▇▇▇▇ ▇▇▇ Account; however, we have no duty to deliver such documents and we shall have no responsibility to verify or determine that any such documents are complete, accurate or constitute the documents necessary to comply with your investment direction. You authorize and direct us to correct errors in investment titling without notice to you and to correct other minor clerical errors with telephone or email consent from you upon verification of your identity.
Appears in 1 contract
Sources: Custodial Agreement
Investment Documentation. (a) In directing us with respect to any investment, you the Responsible Individual must utilize our Direction of Investment form suitable to such investment or such other form acceptable to us. We may remit funding for your investment upon receipt of such Direction of Investment or other form acceptable to us, without regard to any supporting documentation.
(b) We shall be fully protected in acting upon any instrument, certificate, paper or transmission believed to be genuine and to be signed or presented by the proper person or persons whether or not by facsimile, email or other form acceptable to the Custodian, and the Custodian shall be under no duty to make any investigation or inquiry as to any statement contained in any such communication, but may accept the same as conclusive evidence of the truth and accuracy of the statements therein contained.
(c) You authorize The Responsible Individual authorizes and direct directs us to execute and deliver, on behalf of your ▇▇▇▇ ▇▇▇ this CESA Account, any and all documents delivered to us in connection with your the assets in your ▇▇▇▇ ▇▇▇ this CESA Account; however, although we have no duty to deliver such documents and we shall have no responsibility to verify or determine that any such documents are complete, accurate or constitute the documents necessary to comply with your investment direction. You authorize The Responsible Individual authorizes and direct directs us to correct errors in investment titling without notice to you and to correct other minor clerical errors with telephone or email consent from you the Responsible Individual upon verification of your identity.
Appears in 1 contract
Sources: Coverdell Education Savings Account Custodial Account Agreement
Investment Documentation. (a) In directing us with respect to any investment, you must utilize our Direction of Investment form suitable to such investment or such other form acceptable to us. We may remit funding for your investment upon receipt of such Direction of Investment or other form acceptable to usInvestment, without regard to any supporting documentation.
(b) We shall be fully protected in acting upon any instrument, certificate, paper or transmission believed to be genuine and to be signed or presented by the proper person or persons whether or not by facsimile, email or other form acceptable to the Custodian, and the Custodian shall be under no duty to make any investigation or inquiry as to any statement contained in any such communication, but may accept the same as conclusive evidence of the truth and accuracy of the statements therein contained.
(c) You authorize and direct us to execute and deliver, on behalf of your ▇▇▇▇ ▇▇▇ Account, any and all documents delivered to us in connection with your assets in your ▇▇▇▇ ▇▇▇ Account; however, we have no duty to deliver such documents and we shall have no responsibility to verify or determine that any such documents are complete, accurate or constitute the documents necessary to comply with your investment direction. You authorize and direct us to correct errors in investment titling without notice to you and to correct other minor clerical errors with telephone or email consent from you upon verification of your identity.
Appears in 1 contract
Sources: Traditional Individual Retirement Custodial Account Agreement