Sentences with phrase «fund companies directly»

If you don't get a straight answer from the advisor, you can call the mutual fund companies directly.

He suggested that Jennifer call the fund companies directly and determine the penalties.

If you plan to invest on your own — whether instead of or in addition to investing through your company's plan — contact the mutual fund companies directly instead of going through a broker.

When purchasing stocks from a brokerage or fund company directly, there are typically commissions and transaction fees on the purchase.

In buying the mutual fund from the fund company directly, there may be a lower likelihood of having such fees.

We recommend contacting the fund company directly to review their individual policies on breakpoints.

You can also call the fund company directly.

He asked Rue to call each fund company directly, bypassing her old adviser, who was not inclined to help a departing client.

If you hold investments in a taxable account, it's much easier to track your adjusted cost base (ACB) with mutual funds: you can even call the fund company directly to get accurate book values.

When purchasing stocks from a brokerage or fund company directly, there are typically commissions and transaction fees on the purchase.

Not exact matches

In June 2010, it sold a 10 % stake directly to Toronto activist hedge fund, West Face Capital Inc., notorious for cracking the whip on troubled companies.

Of the billions of dollars in payment transactions that the Poker Companies deceived U.S. banks into processing, approximately one - third or more of the funds went directly to the Poker Companies as revenue through the «rake» charged to players on almost every poker hand played online.

Unlike traditional startup funding, however, HPE does not plan on directly investing in the companies, which presumably means it will not take any equity in any of the participating startups.

«Just like in Silicon Valley or New York, well - funded and profitable startups have leveled the playing field and can compete directly on salaries with the City and big tech companies for the most talented people.»

And Valeant's round - about method of funding research, if that's what it's actually doing, seems a lot less cost effective, with all of the bankers and lawyers and hedge fund managers taking chunks of deals than if drug companies directly devoted a portion of their sales toward finding new drugs.

But if a union considers investing in your company (either directly or through a private - equity fund), you may experience a due - diligence investigation, as Schoenhoeft did, in which an investment manager reviews your company's benefits package (or intentions to set one up), employee - training programs, and handling of layoffs (if you've ever experienced any).

* Ecobee Amazon participated in a $ 35 million funding round for the Toronto - based connected - thermostat company that competes directly with Nest, the smart - home startup that Google purchased for $ 3.2 billion in 2014.

Though the commissioned salesperson does not receive any compensation from Sally directly, he will receive a commission from the mutual fund company.

This works because the fee - only financial planner is compensated by you directly, and not by a third - party annuity, life insurance, or mutual fund company.

Stocks can be purchased in a variety of ways, including through a broker, as part of a mutual fund or exchange - traded fund (ETF), as part of a dividend reinvestment plan or directly from the company issuing the stocks.

Our funds invest into companies and venture capital partnerships directly and via secondary transactions.

Ceres is the largest U.S. coalition of investor groups, environmental organizations, and investment funds that engages directly with companies on environmental and social issues.

Wrap fees add an additional layer of fees a plan fiduciary must consider when evaluating an insurance company's fees for reasonableness — Directly invoiced fees and revenue sharing payments made by the underlying mutual funds may still apply.

NEW YORK More acquisitions of U.S. companies by private equity firms are being done through companies that are already owned by buyout funds, rather than the funds directly, a market report showed on Thursday, indicating this «bolt - on» strategy is catching on.

The investment objective of the Fund is to seek to achieve long - term capital growth by investing primarily in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of silver.

ShareBuilder does not allow for directly investing in company or government issued bonds, but you are able to invest in bond funds, which are mutual funds or ETFs investing in bonds on the shareholder's behalf.

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle - market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions.

Throughout the funding process, from evaluating deals to working directly with portfolio companies, Ana drives BDV's initiatives forward.

Guy: Companies in the blockchain space who are looking for funding should contact us directly, providing a summary of what their company is doing.

We recognize that our Company offers a brief policy on corporate political spending on its website that states that the company does not contribute corporate funds directly to candidates or ballot issue camCompany offers a brief policy on corporate political spending on its website that states that the company does not contribute corporate funds directly to candidates or ballot issue camcompany does not contribute corporate funds directly to candidates or ballot issue campaigns.

In Reg Crowdfunding Offerings, EF Portal provides Companies an opportunity to raise funds by allowing Members to invest directly in Companies seeking capital from both accredited and non-accredited investors.

To minimize costs, we recommend purchasing NTF mutual funds from your brokerage or directly from fund companies like Vanguard and Fidelity.

Since the transaction cost and potential tax liability of investing in mutual funds through online brokerages can be very high, we recommend investors looking to invest in mutual funds to purchase them directly from fund companies like Vanguard or Fidelity, through tax - advantaged accounts like IRAs and 401 (k) s.

Purchase order financing companies will often advance the required funds directly to the supplier, allowing the transaction to complete and profit to flow to the startup.

If funds have not been held in escrow, then the investors may initiate wire transfers directly to the company after filing of the Certificate of Incorporation and the financing is deemed closed when the company has received the funds.

In these figures, «other lenders» include credit unions, life or general insurance companies, and superannuation funds but, where loan funds are raised directly in the secondary mortgage market through securitisation, only those which are associated with State Government housing schemes are included.

After first investing in a company, they may participate in later funding rounds as well, but the primary aim is to very directly help small companies find their feet.

Interest in developing alternative sources of debt for Australian corporates is growing as more superannuation funds, borrowers and banks discuss ways for retirement schemes to lend directly to companies.

Information obtained for over-the-counter funds are usually handled via telephone or a computer network, obtaining prices and information directly... But OTC funds usually trade in frequent because of the instability of the company and its funds, which make the bid - ask spread so much larger the stocks traded on an exchange

Purchase payments are directed to a range of financial products, called sub-accounts, which are managed similar to mutual funds, or directly into the separate account of the insurance company that manages the portfolios.

Tax - efficient investments such as index - based mutual funds should be held directly with the fund company or through a brokerage account.

Since the entrepreneur links the company's bank account during the startup application process, we can directly transfer money into their account, reducing time an entrepreneur must wait to access funds following the close of a round.

Investors do not invest directly in the companies, but rather a separately spun off venture fund that's managed by FundersClub, the only shareholder of record in the transaction.

Therefore, in addition to providing funding for early - stage companies, Cambridge Angels also offer start - ups the considerable benefit of a wide range of expertise, contacts and directly relevant experience in establishing and growing entrepreneurial businesses successfully.

It uses custodial accounts to give token - holders legal protection and direct banking, so that the company never directly touches the funds.

If you locate an upstart business or a venture capital company seeking funding, then you'll be able to provide that funding directly without either you or the company violating SEC guidelines.

CryptosRUs recently reported on how the massive market correction experienced over the past 2 to 3 months has been directly correlated with an enormous sell - off of BTC held by Mt. Gox bankruptcy trustee Nobuaki Kobayashi, which he claimed was needed in order to raise funds to pay off company debts.

If you take out a loan for something specific, such as a new car purchase or debt consolidation, the lender may send the funds directly to the company you owe.

Had I been mayor I'd have gone about it a different way, by requiring any formula company that wants to market directly to consumers in a vulnerable position to fund the salaries of three full - time lactation consultants for every 10 beds in a maternity ward so there is always an LC available to troubleshoot problems, along with providing training in breastfeeding once a year for every RN, LPN, and MD on the floor.

Adam Skelos heard bragging of assurances from Nassau County about contracts in wiretapped conversation In this wiretapped conversation played Tuesday, Nov. 24, 2015 in court, Adam Skelos bragged to the head of AbTech Industries, which had secured a $ 12 million contract with Nassau County at his urging, that he had assurances directly from County Executive Edward Mangano that the storm water cleanup project would be funded after a series of delays threatened Adam's consulting job with the company.