Sentences with phrase «deferred sales charge before»

FINRA rules require disclosure of the contingent deferred sales charge before completing a sale.

Not exact matches

A financial planner may be able to catch this and other common pitfalls, like incurring deferred sales charge (DSC) penalties when selling mutual funds before they've matured.

First, the mutual funds may have deferred sales charges (DSCs), which apply if you sell the funds before a specified period, often six or seven years.

Some funds carry deferred sales charges (DSCs), which kick in if you sell them before a certain date.

Deferred sales charges work on a declining scale that typically starts at 5.5 per cent in the first year (sometimes that applies to the amount you invested, and sometimes to the current value of your holdings) and declines to 1.5 to 2 per cent in the seventh year before disappearing altogether.