Sentences with phrase «additions to the fund value»

The Wealth Protect Plan from Future Generali Life Insurance provides guaranteed loyalty addition at maturity in addition to fund value in addition to a high cover that can be up to 30 times the annual premium amount.

The insured gets the loyalty additions to the fund value as on the original date of vesting the plan.

Not exact matches

In any case, in addition to the court - determined fair value price, the plaintiff also gets accrued interest of 5 % over the federal funds rate.

«This will greatly benefit start - ups looking for raising venture funding not just for the money but for the other value addition that raising money from a venture capital firm brings such as direction and mentorship from seasoned investors and being able to package the start - up as an entity that has raised funding from a prestigious venture capital fund to boost investor confidence,» said Dhruva.

In addition to reading company annual reports, we read the reports and commentaries of mutual fund companies such as FPA, Third Avenue Value, GMO and Aegis.

In addition to low interest rates, unlike government loans, conventional loans at 80 % loan - to - value will have no mortgage insurance or funding fees.

So in addition to following the managers who owned the high - flying technology and consumer brand companies, I kept in touch with what the value managers were doing, including Francis Chou, Seth Klarman (Baupost Group), Mason Hawkins and his team (Longleaf Funds), and Jeremy Grantham and James Montier at GMO.

Additionally, FinCEN claimed regulation over American entities that manage bitcoins in a payment processor setting or as an exchanger: «In addition, a person is an exchanger and a money transmitter if the person accepts such de-centralized convertible virtual currency from one person and transmits it to another person as part of the acceptance and transfer of currency, funds, or other value that substitutes for currency.»

He is thought to be valued at around # 12m and Chief Executive David Gill has stated publicly that Ferguson has funds for new additions so could well approve a move in January.

In addition, many leagues sell foods and beverages with high caloric content and low nutritional value to fund youth sport while overlooking their potential deleterious effects on child health.

«In addition, the special interest PACs and out - of - state donors who are funding Michael Grimm's race won't be able to fool the people of Staten Island — Michael Grimm is out - of - touch with their values.»

In 2014, the SNSF signed the San Francisco Declaration on Research Assessment (DORA), which recommends funding bodies to be explicit about the criteria used in evaluating the scientific productivity of applicants, thereby taking account of the scientific quality, value and impact of their entire research output in addition to their publications.

In addition to conducting and funding research to develop more effective and safer therapies, NCI has thriving research programs in critically important areas like survivorship, delivery of care, primary prevention, screening, and quality of life — areas that are not traditionally supported by the private sector because they have limited commercial value or are not a good fit with traditional pharmaceutical and biotech business models.

The Teacher Incentive Fund districts are currently among the first in Ohio to begin creating student learning objectives in addition to using value - added as a measure of student growth.

In addition to the base tax of 1 percent of assessed value, property owners often pay additional school taxes for two purposes: to pay off bonds issued to fund school construction and to fund ongoing education costs through what are called parcel taxes.

In addition to being a great author, Greenwald is a Professor at Columbia University's Graduate school of Business, and Director of Research at First Eagle Funds a family of value oriented mutual fund with a phenomenal long term record.

In addition, often the funds will be of greater value to your 40 - year - old child than to the same child when he or she is 60.

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

In addition to ProShares ETFs, ProFunds Group manages ProFunds mutual funds, the nation's largest lineup of indexed mutual funds.2 Since 1997, ProFunds has provided mutual fund investors with easier access to sophisticated investment strategies, with offerings that include mutual funds that seek to magnify daily index performance and funds that seek to increase in value when markets decline.

In addition, to the extent the Fund has significant holdings in a particular regulated industry, regulatory changes affecting that industry may have an adverse impact on the prices of securities of companies in that industry, thereby adversely affecting the net asset value of the Fund.

If you are using paid up additions to increase your cash value you need to be aware that over funding your policy will change the tax status of your policy to that of a modified endowment contract (MEC).

In addition to low interest rates, unlike government loans, conventional loans at 80 % loan - to - value will have no mortgage insurance or funding fees.

It's dropped in value recently but I think it's a nice option to look at in addition to Vanguard index funds (which are no brainers!).

Loyalty Additions: Subject to Policy being in - force, an additional 0.70 % of fund value gets added every year from 6th year onwards till one year before maturity and 1.40 % of fund value gets added on maturity.

In addition, it helps to know the intraday value of the fund when you are ready to execute a trade.

In addition, ETFs may be subject to the following risks that do not apply to conventional funds: the market price of an ETF's shares may trade above or below their net asset value; an active trading market for an ETF's shares may not develop or be maintained; trading of an ETF's shares may be halted if the listing exchange's officials deem such action appropriate, the shares are delisted from the exchange, or the activation of market - wide circuit breakers halts stock trading generally.

If recent trends continue, it would not be surprising to find the stocks of several larger capitalization stocks with significant long - term franchises meet value criteria and hence become eligible for potential addition to the Fund.

In addition to small cap and big cap value funds I also lightened up on GM & GMAC junk bonds and added to my investment grade bonds by buying AAA and AA exchange traded debt issues that were mainly utilities and financial companies.

According to the compliant, in addition to its fiduciary breach under the Employee Retirement Income Security Act (ERISA), Fidelity also attempted to conceal its improperly conservative investment and excessive fees from investors by solely reporting to investors an inappropriate «money market» benchmark for the MIP rather than a proper stable value fund benchmark that made the MIP returns appear to be competitive.

REIT funds may be subject to other risks including, but not limited to, changes in real estate values or economic conditions, credit risk and interest rate fluctuations and changes in the value of the underlying property owned by the trust and defaults by borrowers.In addition to normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, and from adverse political, social and economic instability in other nations.

1 Short - Term Redemption Fee Policy Funds held for less than 30 days are subject to a short - term redemption fee of 1 % of redemption value or $ 45 (whichever is greater) and are in addition to any fee (s) the mutual fund company itself may charge.

In addition, because recalling a security may involve expenses to the fund, it is expected that the fund will do so only where the items being voted upon are, in the judgment of the investment adviser, either material to the economic value of the security or threaten to materially impact the issuer's corporate governance policies or structure.

In addition, the fund will earmark cash or liquid assets or place in a segregated account an amount of cash or other liquid assets equal to the difference, if any, between (1) the market value of the securities sold short, marked - to - market daily, and (2) any cash or other liquid securities deposited as collateral with the broker in connection with the short sale.

In addition to the normal risks associated with fixed income securities discussed elsewhere in this SAI and the fund's prospectus (e.g., interest rate risk and default risk), CDOs carry additional risks including, but not limited to: (i) the possibility that distributions from collateral securities will not be adequate to make interest or other payments; (ii) the quality of the collateral may decline in value or default; (iii) the fund may invest in CDOs that are subordinate to other classes; (iv) the complex structure of the security may not be fully understood at the time of investment and may produce disputes with the issuer or unexpected investment results; and (v) credit ratings by major credit rating agencies may be no indication of the creditworthiness of the security.

In addition, funds from the cash value component can often be used for paying the policy premiums — alleviating the policyholder from having to do so out of pocket.

In addition to paying required premiums, universal life insurance policyholders can also pay in additional funds to increase the cash value of the policy.

The Guaranteed Additions will be added to the fund value at the end of 15 years.

The Loyalty Additions are calculated as 1 % of the average fund value on the first day over 24 months prior to the date of calculation.

On maturity, the available Fund Value along with the loyalty additions is paid to the policyholder and he can take the lump sum benefit or use the Settlement option to take it in instalments.

A unit linked child insurance plan which provides market related returns while at the same time taking care of the child's future.Guaranteed Loyalty Additions are added to the fund @ 3 % of the average fund value in the preceding three years.The fund value is paid on maturity of the plan and in case of death of the insured during the tenure of the plan; the Sum Assured is paid immediately.

The plan provides loyalty additions which increases the fund value are is paid to the beneficiary of the policy in case of demise of the life assured.

In addition to this, you may also need to make fund value related inquiries or get an account statement.

Loyalty Additions as a % of Fund Value are added on death or maturity for premium rates equal to or higher than Rs. 96,000

In addition to the face value of this type of policy, you also have the ability to choose the funds the policy is invested in.

In addition, funds from the cash value component can often be used for paying the policy premiums — alleviating the policyholder from having to do so out of pocket.

Get increasing Loyalty Additions from the end of the 6th policy year onwards to boost the Fund Value

In addition, funds that are in the policy's savings component are invested to provide the policy holder with cash value build up.

The growth in the accumulated fund value is tax - free and the accumulated fund can be paid to your beneficiaries in addition to the amount of insurance tax - free as well

In addition, the funds in the cash value component of permanent life insurance policies are allowed to grow on a tax - deferred basis.

Used to preach, buy term, invest the difference... But a permanent death benefit, cash values, tax free loans, tax free lump sum payment to beneficiary, privacy of beneficiary info, very difficult for others to get at your cash value, ability to fund very high amounts with tax benefits, cheaper while you are younger / healthy, paid up additions, Potential less premium with IUL and index gains potential, or Whole Life and pay more for insurance, but higher dividends...