Sentences with phrase «fees charged under»

When evaluating financial advisor fees, sponsors should do so within the context of the total fees charged under the bundled arrangement.

Specifically, the FHA will consolidate all of its current lending rules into one document that clearly outlines lenders» responsibilities and penalties for not complying, it plans to increase early reviews of loan files, and finally, it will reduce the fees it charges under certain conditions.

Not exact matches

Under its previous leader, Ed DeMarco, Fannie and Freddie moved to raise the fees they charge to insure mortgages in an effort to encourage private mortgage guarantors to enter the market.

Under the new rules, companies are allowed to charge substantial fees only after at least one agreement with a creditor to reduce a debt has been reached.

Under the CRTC's draft code, wireless companies would have to suspend some services when a customer reaches either $ 50 in additional charges over and above what they pay for their monthly plan — though roaming fees, for example — or an amount each consumer would set.

Wealthfront Inc., one of the biggest with more than $ 800 million in client assets, doesn't charge an advisory fee on the first $ 10,000 of assets under management.

In contrast to similar services, Under Armour will not charge a monthly fee, nor will customers incur shipping or return fees.

The report does not describe what happens when a person calls, but it's likely that criminals will charge a fee to unlock the computer under the false pretense that they are Apple employees.

Just as in Ohio, Texas lenders started defining themselves as credit repair organizations, which, under Texas law, can charge steep fees.

On Wednesday, Dalbar introduced the Profit - Based Pricing Model Calculator, which it says goes beyond «traditional assets under management pricing in which clients are charged an arbitrary basis point fee that is independent of the cost of servicing that client.»

Private equity firms pay corporate taxes under the partnership structure on the management fees charged to investors, but are mostly shielded from paying these taxes on performance fees.

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

Under the CSO model, the payday lender charges a brokering fee (usually $ 25 per $ 100) and the third - party lender charges fees and interest on the loan (usually 25 percent of the principal).

They place a floor under the fee that a merchant is charged by its bank to accept cards and they help fund the rewards, interest free periods and other benefits that encourage consumers to use a particular card.

Active asset managers are under pressure from index - tracking passive funds, which charge lower fees, and there are other possible bidders for Hermes, which has nearly 31 billion pounds ($ 41 billion) in assets under management, include Australian fund manager Challenger (CGF.AX) and U.S. firms Old Mutual Asset Management OMAM.N and Eaton Vance (EV.N), the source added.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

However, if the Government were to charge a fee significantly greater than the cost of the service, the amount of the excess would be deemed a tax and under current legislation, the excess revenues would not be permitted.

Discretionary managed accounts are charged a fee that is based on assets under management.

Individual investors hoping to buy fund shares for their IRA have to convert to an advisory account, which charges a a fee based on the amount of assets under management rather than on sales commissions.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Different financial advisors have various ways of charging for their services, including: Commissions Flat or Hourly Fees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial plannFees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial plannfees and commissions) All of these payment methods are used by legitimate and reputable retirement financial planners.

Hedge fund managers have been under pressure of late, criticized for charging high fees (paywall) while often failing to outperform inexpensive index trackers.

If clients choose to clear European futures and ETOs under GOIA, Saxo Bank A / S will charge the following setup, maintenance and usage fees:

While there are many different checkpoints for selecting the right annuity for you, this article presents three key tips that can help get you started by finding the right life insurer, understanding how your contract is protected under the State Guaranty Association, and asking about fees and other sales charges before you buy a contract.For more information, visit the Protective Life Learning Center.

Most actively managed mutual funds charge fees and expenses based on the size of the fund, usually 1 percent to 2 percent of the total assets under management.

Private counsel firms charge fees that decline as the total portfolio under management increases.

As is typical with binary options everywhere, the bank transfer fees are set at $ 30 and wire transfers of under $ 500 attract a charge of $ 25.

The IRS waves the additional 10 percent fee for funds that are withdrawn in order to cover unreimbursed medical expenses if the charges exceed 7.5 percent of your adjusted gross income (for those under the age of 65).

If any Shares remain outstanding after the date of termination, the Trustee thereafter shall discontinue the registration of transfers of Shares, shall not make any distributions to Shareholders, and shall not give any further notices or perform any further acts under the Trust Agreement, except that the Trustee will continue to collect distributions pertaining to Trust assets and hold the same uninvested and without liability for interest, pay the Trust's expenses and sell Bitcoins as necessary to meet those expenses and will continue to deliver Trust assets, together with any distributions received with respect thereto and the net proceeds of the sale of any other property, in exchange for Shares surrendered to the Trustee (after deducting or upon payment of, in each case, the fee to the Trustee for the surrender of Shares, any expenses for the account of the Shareholders in accordance with the terms and conditions of the Trust Agreement, and any applicable taxes or other governmental charges).

What we have is an entire sector under the blowtorch and battling serious reputational damage as the audience lay witness to AMP lying to the regulator, CBA awarded the «gold medallist» for charging fees for no service, planners caught taking fees from dead people, NAB caught false witnessing documents, client impersonation, inappropriate advice, Orwellian protection policies and a witness cutting short his testimony after collapsing.

Fees and other charges equal as nearly as may be to the cost of the accreditation services rendered under the regulations, including initial accreditation, review of annual reports, and renewal of accreditation, shall be assessed and collected from applicants for initial accreditation and accredited certifying agents submitting annual reports or seeking renewal of accreditation in accordance with the following provisions:

The Commonwealth Environmental Water Holder, supported by the Commonwealth Environmental Water Office, manages these water holdings under the same rules and pays the associated fees and charges as other entitlement holders do with respect to their holdings.

In the event of termination of this Terms of Service for any reason, (i) you shall immediately pay Founding Moms all charges, fees and expenses that would have been due for the remainder of the term as if this Terms of Service had not been terminated and (ii) the licenses granted under this Terms of Service shall automatically and immediately cease.

Some airlines, for example, do no allow newborns under two weeks to fly, while others charge excess baggage fees for cars seats and strollers.

While private gyms often require contracts and charge monthly fees upward of $ 50, many park district gyms charge a yearly rate under $ 200.

Uber and taxi customers would have to shell out all the fees under the state Assembly's proposed congestion - pricing plan, while private vehicles and commercial trucks would not be charged to drive into Manhattan.

The Electoral Commission may charge a reasonable fee for the supply of information to the designated body under this section.

Conditional rules for universities charging higher fees and a pupil premium might seem like bandages on a car crash victim, but it's more than you would have got under a purely Conservative government.

Under the proposal, the credit card user would be charged a «convenience fee» equal to 2.45 percent of the amount of the transaction.

Adzu was charged with forgery and advance fee fraud punishable under Sections 365 of the Penal Code Laws of Benue, 2004 and 1 (3) of -LSB-...]

The President also stated that any headteacher found charging fees already exempted under the Free SHS policy would be dealt with.

The government will be dispatching «agents» to various Senior High Schools in light of reports of unapproved fees still being charged first - year students under the free SHS policy.

Cuomo said the deal represented the latest improvement to state ethics laws under his watch, and was in response to the arrest and indictment of former speaker Sheldon Silver, a Manhattan Democrat charged with taking $ 3.9 million in kickbacks disguised as legal fees.

Lawmakers» outside income has been under a spotlight since the arrest and conviction last year of former Assembly Speaker Sheldon Silver (D - Manhattan) on charges that he pocketed more than $ 4 million in bribes and kickbacks that were disguised as legal fees.

The incoming President of the National Association of Graduate Teachers (NAGRAT), Angel Carbonu, believes the Ghana Education Service's sanctioning of head teachers for allegedly charging illegal fees under the Free SHS policy, was inconsiderate, looking at the infrastructure constraints in those schools.

The incoming President of the National Association of Graduate Teachers (NAGRAT), Angel Carbonu, has appealed to the Ghana Education Service (GES) to reinstate the two head teachers who were sacked for allegedly charging illegal fees under the free SHS programme.

«My ward, who is a student in Tsito Awudome SHS (AWUSCO) in the Volta Region, is charged over GHc150 as extra classes fees under the free SHS.

Parents of students in Awudome Senior High School [AWUSCO], at Tsito in the Volta Region, are accusing school authorities of charging unapproved fees under the government's Free Senior High School programme, thereby denying defaulters specific services in the school.

He was among the head teachers summoned by the GES for allegedly charging illegal fees under the Free SHS policy.

The National Association of Graduate Teachers (NAGRAT), has described as harsh, the dismissal of two head teachers accused of charging illegal fees under the free SHS policy.