Sentences with phrase «certain financial intermediaries»
The minimum initial investment for Institutional class shares is $ 1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors.
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These payments or discounts are separate from, and may be in addition to, any shareholder service fees or other administrative fees the fund may pay to those intermediaries The investment adviser or its affiliates may also make cash payments out of their own resources, or provide products and services at a discount, to certain financial intermediaries that perform distribution, marketing, promotional or other distribution - related services.
These payments or discounts are separate from, and may be in addition to, any shareholder service fees or other administrative fees the funds may pay to those intermediaries The investment adviser or its affiliates may also make cash payments out of their own resources, or provide products and services at a discount, to certain financial intermediaries that perform distribution, marketing, promotional or other distribution - related services.
In an increasingly common move, the adviser left the door open for those who invest directly with the fund and for «certain financial intermediaries selected by American Century.»
The «breakpoint discounts» described below may not apply to customers purchasing shares through certain financial intermediaries.
AC Alternatives ® Market Neutral Value Fund (ACVQX) will close to new investors on May 25, 2016 except those who invest directly with American Century or through «certain financial intermediaries selected by American Century.»
Not exact matches
HMRC is consulting until 27 February 2017 on a proposed new legal requirement for intermediaries (both within and outside the UK) creating or promoting certain complex offshore financial arrangements to notify HMRC of the details and provide a list of clients using them.
It is a process under which a financial institution or an intermediary collects certain data and documents to establish identity of a client.You would have noticed that Continue Reading...
In certain instances, a fund or your financial intermediary is required to collect documents, which will be used solely to establish and verify your identity.
The Plan enables the fund to bear expenses relating to the provision by financial intermediaries, including Schwab (together, service providers), of certain shareholder services to the current shareholders of the fund.
The SEBI has agreed on certain requirements relating to the «know your customer» norms for financial intermediaries and financial institution including the mutual fund providers in order to know their clients.
With ealthy property fundamentals and few concerns about overbuilding in the commercial real estate space, mortgage bankers and financial intermediaries feel a certain level of confidence in the market.