Sentences with phrase «funds in their registered accounts»

Withdraw retirement income first from non-registered accounts so that funds in registered accounts (such as RRSPs) can continue to compound tax free.

The Renaissance Savings Account can be purchased as a mutual fund in registered accounts and non-registered accounts with the product code ATL5000.

Other dealers may allow you to hold units of these funds in their registered accounts.

Not exact matches

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

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 chafund 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 chaFund'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 chaFund'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.

Today, through our many subsidiaries, we offer investing and trading services for more than eleven million funded client accounts that total more than $ 1 trillion in assets, investor education services boasting hundreds of thousands of graduates, and custodial services for more than 6,000 independent registered investment advisors (RIAs).

a person acting on behalf of a fully managed account managed by that person, if that person (i) is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction, and (ii) in Ontario, is purchasing a security that is not a security of an investment fund,

These HISAs typically pay much higher interest rate than money market funds and are ideal for the cash balance in your Registered Retirement Savings Plan (RRSP), Tax - Free Savings Account (TFSA) and investment accounts.

Transfer the funds to a registered external bank account, either online or by calling in to a Synchrony Bank representative at 1-866-226-5638.

In a recent speech, Julie M. Riewe, Co-Chief of the AMU, discussed the AMU's collaboration with other SEC divisions; detailed the AMU's 2015 enforcement priorities with respect to registered investment companies, hedge funds, private equity funds and separately managed accounts; and discussed the AMU's focus on conflicts — their ubiquity, the difficulty or impossibility of eliminating them, the limited extent to which disclosure can cure conflicts, the salience of conflicts when an investment adviser and broker - dealer are affiliated, and related considerations.

Yet details on her funds point to an off - shore account held in the Cayman Islands under the name of a company registered recently.

Other dealers may allow the funds / portfolios to be purchased in U.S. dollars within registered accounts.

Most of his holdings are in registered and non-registered accounts — mainly cash and fixed income, with 30 % made up of high - fee Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.

If you have registered an email address in your folios across Funds serviced by KARVY, CAMS, FTAMIL and SBFS, you can use this to obtain a consolidated PDF Account Statement at your registered email address.

SP: The currency - neutral funds currently in existence started out as «RRSP» funds that used derivatives to skirt the 30 % foreign content rules in registered accounts.

(B) «Credit repair services organization» does not include: (i) Any person authorized to make loans or extensions of credit under the laws of this state or the United States who is subject to regulation and supervision by this state or the United States; (ii) Any bank or savings and loan institution whose deposits or accounts are eligible for insurance by the Federal Deposit Insurance Corporation or the Savings Association Insurance Fund of the Federal Deposit Insurance Corporation; (iii) Any nonprofit organization exempt from taxation under Section 501 (c)(3) of the Internal Revenue Code of 1986; (iv) Any person licensed as a real estate broker by this state if the person is acting within the course and scope of that license; (v) Any person licensed to practice law in this state if the person renders services within the course and scope of his or her practice as an attorney; (vi) Any broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission if the broker - dealer is acting within the course and scope of those regulatory agencies; or (vii) Any consumer reporting agency as defined in the federal Fair Credit Reporting Act (15 U.S.C. 1681 - 1681t).

2007 Canadian Income Tax Rates Personal Income Tax Rates Canada Federal Income Tax Rates for the Year 2007 Provincial Income Tax Rates for the Year 2007 Canadian personal income tax can be deferred in a Registered Retirement Savings Plan (RRSP) and tax sheltered savings accounts (which may include mutual funds and other financial instruments)-LSB-...]

Canadian addresses - Dividends payable to shareholders (including individuals or intermediary accounts) with a «registered» address in Canada shall be converted into and paid in Canadian funds at the rate quoted for Canadian funds by the Bank of Canada at noon on the Record Date.

Mayhew says that about 90 % of the assets in the two RBC currency neutral index funds are held in registered accounts, where this tax shield is irrelevant.

Well, yes, however, in a registered account there will be not be any interest since we convert your funds, but in a margin account, there will be interest until the debit balance is covered, or you can manually convert your funds by contacting us.

In a registered account, the Canada Revenue Agency does not allow a debit balance and therefore, we must convert your funds on your behalf to cover the debit balance if possible.

«Hi, I hold the fund ATL5000 in one of my registered accounts.

You can access funds from your Cashable GICs (in whole or in part) any time prior to the maturity date subject to the * early - withdrawal interest rate, a $ 1,000 minimum withdrawal amount and a minimum remaining balance of $ 1,000 for non-registered and registered investment accounts.

The product offering from NBDB includes registered and non-registered accounts in which clients can trade Canadian and US stocks, ETFs, mutual funds, bonds and options.

Transfer your locked - in funds from a pension plan (if allowed), locked - in RRSP or Locked - In Retirement Account to a LIF that has some similarities to a Registered Retirement Income Fund (RRIin funds from a pension plan (if allowed), locked - in RRSP or Locked - In Retirement Account to a LIF that has some similarities to a Registered Retirement Income Fund (RRIin RRSP or Locked - In Retirement Account to a LIF that has some similarities to a Registered Retirement Income Fund (RRIIn Retirement Account to a LIF that has some similarities to a Registered Retirement Income Fund (RRIF)

The London Company, located in Richmond, VA, is a registered investment advisor providing equity portfolio management services to a diverse mix of corporations, trusts, foundations, endowments, pensions, banks, individuals, and mutual fund accounts since 1994.

So I invest in ETF in all my registered accounts where I don't need to report taxes, and I use TD's eSeries index Mutual Fund on unregistered accounts where I need to report taxes.

As for now, my Sprott Canadian Equity Fund investment is already in my Canadian non registered account!

In other words, all owners and / or trustees on a funding account must be listed as registered trustees on the trust Fidelity ® Cash Management Aaccount must be listed as registered trustees on the trust Fidelity ® Cash Management AccountAccount.

A LIF account is a form of RRIF to which you may transfer your locked - in retirement funds from a locked - in RRSP (LIRA) or a registered pension plan, if permitted by the pension legislation governing the locked - in funds.

Transfers from an existing brokerage account funded in US dollars to a registered account are accepted and will be held in US dollars (i.e. no forced currency conversion).

With AVCs, OMERS members, if they choose, can make monthly or biweekly contributions, or transfer funds from a registered plan, to a separate OMERS account (separate from your actual pension) where the contributions are invested in the OMERS fund for a small fee.

Canadian personal income tax can be deferred in a Registered Retirement Savings Plan (RRSP) and tax sheltered savings accounts (which may include mutual funds and other financial instruments) that are intended to help individuals save for their retirement.

3) 31 days» notice is required prior to withdrawal of funds from Notice Period Series A and Notice Period Series F 4) The account is available through registered investment dealers or mutual fund dealers in Canada only.

In a RRSP account, it will still be advantageous to hold VTI because an investor can avoid withholding taxes paid by Canadian domiciled funds but not registered accounts.

These HISAs typically pay much higher interest rate than money market funds and are ideal for the cash balance in your Registered Retirement Savings Plan (RRSP), Tax - Free Savings Account (TFSA) and investment accounts.

In order for either party to receive credit for cash bonuses, each recipient must use their referrer's relevant unique link to first register for a SoFi account, and then create their student loan refinancing application, Medical Resident loan application, Parent Plus loan application, parent loan application or personal loan application, and then proceed all the way through funding in at least one of those loanIn order for either party to receive credit for cash bonuses, each recipient must use their referrer's relevant unique link to first register for a SoFi account, and then create their student loan refinancing application, Medical Resident loan application, Parent Plus loan application, parent loan application or personal loan application, and then proceed all the way through funding in at least one of those loanin at least one of those loans.

This structure allows Canadian investors to avoid one layer of foreign withholding taxes, making the BMO fund potentially less costly in both registered and taxable accounts.

Our long - term investment strategy can be summarized in one sentence; we invest in low - fee, highly diversified index funds, taking full advantage of registered accounts to grow our wealth until we can sustainably withdraw our living expenses without depleting said wealth.

Starting later this spring, you will be able to hold U.S. dollars in most of your registered accounts, including the Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Fundregistered accounts, including the Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income FundRegistered Retirement Savings Plans (RRSPs) and Registered Retirement Income FundRegistered Retirement Income Funds (RRIFs).

That means even without the DOL Fiduciary Rule a fee - only registered investment advisor is required to put their client's interest first, whether funds are in a retirement account or not.

Transfer the funds to a registered external bank account, either online or by calling in to a banker.

Remember that just because you've reached the age where Registered Retirement Income Funds (RRIFs) have forced annual (and taxable) withdrawals, that doesn't mean you have to spend the proceeds: they can be reinvested for growth in a Tax - free Savings Account (TFSA).

By registering, you'll have access to detailed information on Altegris private funds and managed accounts, in - depth research and exclusive content from our premier managers.

At the very least, to remain competitive, TD Direct Investing should convert US Dollar dividends in registered accounts at favorable rates but in recent communications, TDDI indicated the best they can do is wash US dividends into the TD US Dollar Money Market Fund but only for selected clients and only if the client calls before the dividends are due and requests a wash trade.

It is necessary to be a good business lawyer, first of all, with vast knowledge on financial and banking law, in order to understand the transactions, transfers of money funds, to know the manner of functioning of various assets registers, such as: cadastral, yacht, company registers, as well as offshore accounts and business structures and systems.

On December 8, 2014, Bill 57, Pooled Registered Pension Plans Act, 2014, received first reading in the Ontario legislature to provide a legal framework for the establishment and administration of a voluntary type of pension plan called a pooled registered pension plan that is accessible to employees and self - employed persons and that pools the funds in members» accounts to achieve lower costs in relation to investment management and plan adminRegistered Pension Plans Act, 2014, received first reading in the Ontario legislature to provide a legal framework for the establishment and administration of a voluntary type of pension plan called a pooled registered pension plan that is accessible to employees and self - employed persons and that pools the funds in members» accounts to achieve lower costs in relation to investment management and plan adminregistered pension plan that is accessible to employees and self - employed persons and that pools the funds in members» accounts to achieve lower costs in relation to investment management and plan administration.

The Company is also providing its customers the provision of registering for National Electronic Funds Transfer (NEFT), a service which allows them to receive their dividend, coupon and maturity payments directly in their bank account.

Electronic funds transfer (EFT): Get an automatic rate discount when you log in or register your account and enroll in Farmers automatic (EFT) payments.

We also facilitate fund withdrawals in fiat currencies to bank accounts registered in the same name as our verified clients.