The Participant, as TRUSTOR, through this Omnibus Participating Trust Agreement (the “Agreement”), hereby agrees to participate in the Manulife Asset Management and Trust Corporation Unit Investment Trust Fund/s he has duly selected on his Client Suitability (CSA)/Investment Policy Statement (IPS) (the “Fund/s”) established and administered by Manulife Asset Management and Trust Corporation (the “TRUSTEE”). The TRUSTOR also agrees that his initial contribution and subsequent contributions to Fund/s are subject to the approval of the TRUSTEE after which an evidence of participation shall be issued to the TRUSTEE; and that prior to approval, the TRUSTEE shall not be liable to the TRUSTOR for any loss arising from market fluctuations and price volatility of the securities held by the FUND/s.
It is expressly understood and agreed that this Agreement is subject to, and does not amend, modify or limit, the respective Fund/s’ Declaration/s of Trust (the “Plan Rules”). As such, the TRUSTOR, hereby explicitly acknowledges having read and fully understood the Plan Rules pertaining to his investment/s and is amenable to all the terms and conditions contained therein. The TRUSTOR also confirms and certifies that the Fund/s is/are suitable to his investment requirements.
The TRUSTOR and the TRUSTEE likewise agree as follows: