Sentences with phrase «directly with the investment bank»

Retail and self - directed investors use their online or full - service broker, institutional investors may work directly with the investment bank or underwriter, and some investors may work directly with the listing company.

Not exact matches

If you sell shares of a Franklin Templeton fund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales charge.

The hope is that despite all these issues and conditions, that borrowers still get better rates than they normally would in a traditional bank setting with lenders competing with each other to fund their loans, and that lenders find a better avenue for their investment dollars along with the feeling of gratification that they're directly helping those who need the financial help.

You can of course get a better interest rate at most of the financial institutions on our comparison chart, including directly with EQ Bank, but the Wealthsimple account provides some additional convenience for customers who use its investment services.

That makes it convenient to automatically fund your RRSP with a pre-authorized chequing (PAC) arrangement — transferring funds directly from your main bank account into your chosen investment vehicle inside your RRSP.

As with debt investments, a share of those payments will be deposited directly into your bank account.

At this seminar, you will meet and network directly with senior - level representatives from pension plans, family offices, endowments, foundations, private equity firms, insurance companies, investment banks, asset managers, mezzanine lenders, operating partners, and research and advisory firms.

Through our long - standing relationships with the nation's leading Wall Street investment banks, hedge and private money funds, life companies, commercial banks and credit unions, as well as funding directly through our affiliate, we offer clients a full menu of debt placement opportunities.