Investment Selection Sample Clauses

Investment Selection. ☐ Purchase by check: make check payable to Conversus StepStone Private Markets ☐ Purchase by wire: (wire instructions are on cover page) ☐ Class T $ $ 50,000 ☐ Class S $ $ 50,000 ☐ Class D $ $ 50,000 ☐ Class I $ $ 1,000,000 * Investors purchasing Class T, Class S, and Class D Shares may be charged a maximum sales load of up to 3.50%, 3.50%, and 1.50% of the investment amount, respectively. For Class T Shares the 3.50% includes a maximum of 3.00% for upfront selling commission and 0.50% for the placement agent fee. These maximum sales loads may be waived or altered by your broker/dealer or financial advisory firm. Investors purchasing Class I Shares are not charged a sales load. ** For Class T, Class S, and Class D Shares, the minimum subsequent investment is $5,000. For Class I Shares, the minimum subsequent investment is $100,000.

Investment Selection. The minimum initial investment in Class A, Class C and Class N shares is $1,000. The minimum initial investment in Institutional Class shares is $100,000.

Investment Selection. Make checks payable to the Leader Funds. Invest the transferred amount accordingly to the following instruction: □ Institutional □ Investor □ Class A □ Class C Leader Short Duration Bond Fund $ □ Institutional □ Investor □ Class A □ Class C Leader Floating Rate Fund $ □ Institutional □ Investor I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus. Please read the prospectus of the Fund selected before investing.

Investment Selection. Please select the investment(s) into which you wish to transfer. You must indicate the share class to which you wish to allocate your transfer. You may indicate either the dollar value you wish to transfer to each fund, or the percentage of the total transfer you wish allocated to each fund (for pending transfers only). Alternative Strategies Fund 381 N/A 481 $ or % Global trends Fund 491 N/A 493 $ or % Focused Small-Cap value Portfolio 705 715 775 $ or % SunAmerica Strategic value Portfolio 37 537 737 $ or % SunAmerica value Fund 704 714 774 $ or % Focused Dividend Strategy Portfolio 720 730 740 $ or % Focused Alpha large-Cap Fund 507 N/A 508 $ or % Focused Alpha Growth Fund 513 N/A 514 $ or % Focused large-Cap Growth Portfolio 722 732 742 $ or % Focused Small-Cap Growth Portfolio 230 430 930 $ or % International Dividend Strategy Fund 703 713 773 $ or % SunAmerica Japan Fund 1501 1505 1509 $ or % GnmA Fund 534 34 734 $ or % high yield Bond Fund 28 228 828 $ or % Senior Floating rate Fund 743 N/A 443 $ or % Strategic Bond Fund 580 80 780 $ or % u.S. Government Securities Fund 70 570 770 $ or % Focused Balanced Strategy Portfolio 1034 1044 1064 $ or % Focused multi-Asset Strategy Portfolio 1030 1040 1060 $ or % money market Fund 35 N/A N/A $ or % Note: The employer should contact the current trustee/ Signature of participant (if required) Date 8 SunAmerica Trust Company hereby accepts custodianship for the Qualified Plan account of the above-named individual. Accepted by:

Investment Selection. ☐ Purchase by check: make check payable to AB CarVal Credit Opportunities Fund ☐ Purchase by wire: (wire instructions are on cover page) ☐ Advisor $ $ 25,000 ☐ Class A $ $ [2,500 ] ☐ Class C $ $ [2,500 ] ☐ Class U $ $ [2,500 ] * Class A Shares may be charged a sales load of up to 2.50% of a Shareholder’s gross purchase. Advisor Shares, Class C Shares and Class U Shares are not subject to a sales load. ** The investment minimum for subsequent purchases is $10,000 for Advisor Shares and $[50] for each of Class A Shares, Class C Shares and Class U Shares.

Investment Selection. (The minimum initial investment is $2,500) Make checks payable to Empiric 2500 Fund. Invest the transferred amount according to the following instruction: □ Class A □ Class C I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. 1. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.

Investment Selection. (The minimum investment in Class A, C, and R shares is $2,500. Class I minimum is $100,000) Make checks payable to the ▇▇▇▇▇▇ Funds. Invest the transferred amount according to the following instruction: □ □ □ □ □ □ □ □ Class A Class A Class C Class C Class R Class R Class I Class I I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. 5. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.

Investment Selection. (The minimum investment in Class A and C shares is $2,500. Class I minimum is $100,000.) Make checks payable to the Deer Park Total Return Credit Fund. Invest the transferred amount according to the following instruction: □ Class A □ Class C □ Class I I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. 5. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.

Investment Selection. A TCW Funds, Inc. IRA Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the allocation(s) specified on the Application will be used if they are different from those indicated below. Equities (I Share) New Existing Account # (if applicable) Amount % ❍ 4730 TCW Concentrated Large Cap Growth* ❍ ❍ OR ❍ 4772 TCW Global Real Estate ❍ ❍ OR ❍ 4750 TCW Relative Value Large Cap ❍ ❍ OR ❍ 4735 TCW Relative Value Mid Cap ❍ ❍ ❍ 4746 TCW White Oak Emerging Markets Equity ❍ ❍ OR Fixed Income (I Share) ❍ 4726 TCW Core Fixed Income ❍ ❍ OR ❍ 4767 TCW Global Bond ❍ ❍ OR ❍ 4728 TCW Securitized Bond** ❍ ❍ OR International (I Share) ❍ 4721 TCW Emerging Markets Income ❍ ❍ OR ❍ 4764 TCW Emerging Markets Local Currency ❍ ❍ OR Allocation (I Share) ❍ 4757 TCW Conservative ❍ ❍ OR Money Market (Select Class) ❍ 4774 TCW FIMM Government Portfolio† ❍ ❍ OR * Effective February 28, 2025, the name of the TCW Select Equities Fund changed to the TCW Concentrated Large Cap Growth Fund. ** Effective August 19, 2024, the name of the TCW Total Return Bond Fund changed to the TCW Securitized Bond Fund. † An unaffiliated money market mutual fund. Please see the checkwriting privilege (Section 11) of this application if you wish to establish checkwriting.