Sentences with phrase «investing plan representative»

Not exact matches

The Guttmacher Institute, the UNFPA Washington office and CARE, in coordination with Representatives Lois Capps, Yvette Clarke, Joseph Crowley, Mark Kirk and Tim Ryan invite you to a briefing on the benefits of investing in family planning and maternal and newborn health.

A person or authorised representative of an organisation licensed by ASIC to provide advice on some or all of these areas: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.

Financial adviser: A person or authorised representative of an organisation licensed by ASIC to provide advice on investing, superannuation, retirement planning, estate planning, risk management and insurance.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

A financial planner (also known as a financial adviser) is a person or authorised representative of an organisation, licensed by ASIC, to provide advice on some or all of these areas of your finances: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.

According to Gardner's opinion, the Nationwide Trust Company agreement incorporates a number of schedules that determine what investment funds a plan participant can choose to invest his or her benefits in; determine what the default investment option is; designate the authorized representative and details its duties, acts, responsibilities and obligations; and define the rights and obligations of the self - directed brokerage accounts provider.