Lump Sum Investments Clause Samples

The Lump Sum Investments clause defines the terms under which a single, upfront payment is made for an investment, rather than spreading payments over time. Typically, this clause outlines the amount to be invested, the timing of the payment, and any conditions or obligations triggered by the lump sum contribution. By specifying these details, the clause ensures both parties are clear on the financial commitment and timing, reducing ambiguity and simplifying the investment process.
Lump Sum Investments. Total Funds Invested / Under Management* Our Fee Initial** Ongoing*** Amount Initial Ongoing Examples of Costs in Cash Terms Amount of Investment Standard Fee Initial** Ongoing*** Amount Initial End of Year 1 Ongoing
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Lump Sum Investments. 5% of the first £50,000 of the initial investment (subject to a minimum of £500) 3% of the next £50,000 of the initial investment 2% of any further amount of the initial investment Typical examples:- £25000 invested therefore £25000 x 5% = £1250 £75000 invested therefore (£50000 x 5%) = £2500 + (£25000 x 3%) = £750 Total £3250
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Lump Sum Investments including investment bonds, ISAs, unit trusts, pension, pensions, annuities: 3% of the initial sum invested and .5% annually thereafter.
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Related to Lump Sum Investments

  • Distributions; Investments (a) Pay any dividends or make any distribution or payment or redeem, retire or purchase any capital stock other than Permitted Distributions; or (b) directly or indirectly acquire or own any Person, or make any Investment in any Person, other than Permitted Investments, or permit any of its Subsidiaries to do so.

  • Investment Funds Unregistered general or limited partnerships or pooled investment vehicles and/or registered investment companies in which the Company (directly, or indirectly through the Master Fund) invests its assets that are advised by an Investment Manager.

  • Investment of Contributions At the direction of the Designated Beneficiary (or the direction of the Depositor or the Responsible Individual, whichever applies) the Custodian shall invest all contributions to the account and earnings thereon in investments acceptable to the Custodian, which may include marketable securities traded on a recognized exchange or "over the counter" (excluding any securities issued by the Custodian), covered call options, certificates of deposit, and other investments to which the Custodian consents, in such amounts as are specifically selected and specified in orders to the Custodian in such form as may be acceptable to the Custodian, without any duty to diversify and without regard to whether such property is authorized by the laws of any jurisdiction as a custodial account investment. The Custodian shall be responsible for the execution of such orders and for maintaining adequate records thereof. However, if any such orders are not received as required, or, if received, are unclear in the opinion of the Custodian, all or a portion of the contribution may be held uninvested without liability for loss of income or appreciation, and without liability for interest pending receipt of such orders or clarification, or the contribution may be returned. The Custodian may, but need not, establish programs under which cash deposits in excess of a minimum set by it will be periodically and automatically invested in interest-bearing investment funds. The Custodian shall have no duty other than to follow the written investment directions of the Designated Beneficiary (or the Depositor or Responsible Individual), and shall be under no duty to question said instructions and shall not be liable for any investment losses sustained by the Designated Beneficiary.

  • Rollover Contributions An amount which qualifies as a rollover contribution pursuant to the Federal Internal Revenue Code may be transferred to and paid under this contract as a contribution for a Participant. Prudential may require proof that the amount paid so qualifies.