Sentences with phrase «funds via an agent»

If you manage your funds via an agent, you have to fill in a return form, submit it to THE NEAREST Bajaj Allianz Life branch office and so on, making it a long list of paperwork and procedures that must be completed before your funds are moved where you want them.

Not exact matches

Shareholder Servicing News Our Mutual Fund Services team has been working diligently with our transfer agent to redesign our shareholder Account Access website accessed via Oakmark.com.
Or, if you completed the «Telephone Redemption» option on the Application, you may redeem shares via telephone by calling the Fund's transfer agent at (855) 270-2678.
A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokFund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokfund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokfund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokfund products through their retail branches as well as via independent advisors and brokers.
Be contacted about a mortgage by a live agent, artificial or prerecorded voice, and SMS text at my residential or cellular number, dialed manually or by autodialer (consent to be contacted is not a condition to purchase services) and to be contacted via email; I consent to be contacted even if my phone number or email address appears on a New American Funding Do Not Call / Do Not Email List, a State or National Do Not Call Registry, or any other Do Not Contact List.
Please see the section entitled «Direct redemptions by telephone» for more information regarding transacting with the funds» transfer agent via telephone.
Currently, this would be performed via a signed contract in multiple counterparts, a wire of funds from one bank to the bank of an escrow agent, the manual transfer of title, and finally the release of funds to another bank, with the whole process taking hours or days.
To contribute via check, send a check payable to the «Trusted Choice ® Disaster Relief Fund» to: Attn: Lillian Carter Trusted Choice ® Disaster Relief Fund 127 S. Peyton St. Alexandria, VA 22314 Founded in 1896, the Big «I» is the nation's oldest and largest national association of independent insurance agents and brokers, representing a network of more than 300,000 agents, brokers and their employees nationally.
The company makes it a practice to teach agents that deflecting cybercrime starts with making sure clients understand they will never receive instructions via email to wire funds or to provide private information that could put their money or identity at risk of being stolen.
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