Sentences with phrase «incurred upon the sale»

The before shares sold calculation assumes taxes are paid on fund distributions (dividends and capital gains) but does not reflect taxes that may be incurred upon sale or exchange of shares.

«Before Shares Sold» figures assume taxes are paid on fund distributions (dividends and capital gains) but do not reflect taxes that may be incurred upon sale or exchange of shares.

The before shares sold calculation assumes taxes are paid on fund distributions (dividends and capital gains) but does not reflect taxes that may be incurred upon sale or exchange of shares.

«Before Shares Sold» figures assume taxes are paid on fund distributions (dividends and capital gains) but do not reflect taxes that may be incurred upon sale or exchange of shares.

Back - End Load — This is a commission or sales fee that is incurred upon the sale of your investment.

Not exact matches

Moreover, capital gains tax on an ETF is incurred only upon the sale of the ETF by the investor, whereas mutual funds pass on capital gains taxes to investors through the life of the investment.

If a Fund is unable to effect a closing sale transaction with respect to options on securities that it has purchased, it would have to exercise the option in order to realize any profit and would incur transaction costs upon the purchase and sale of the underlying securities.

The Underwriting Agreement between the Trust and Northern Lights Distributors, LLC («NLD») provides that the Registrant agrees to indemnify, defend and hold NLD, its several officers and directors, and any person who controls NLD within the meaning of Section 15 of the Securities Act free and harmless from and against any and all claims, demands, liabilities and expenses (including the reasonable cost of investigating or defending such claims, demands or liabilities and any reasonable counsel fees incurred in connection therewith) which NLD, its officers and directors, or any such controlling persons, may incur under the Securities Act, the 1940 Act, or common law or otherwise, arising out of or based upon: (i) any untrue statement, or alleged untrue statement, of a material fact required to be stated in either any Registration Statement or any Prospectus, (ii) any omission, or alleged omission, to state a material fact required to be stated in any Registration Statement or any Prospectus or necessary to make the statements in any of them not misleading, (iii) the Registrant's failure to maintain an effective Registration statement and Prospectus with respect to Shares of the Funds that are the subject of the claim or demand, or (iv) the Registrant's failure to provide NLD with advertising or sales materials to be filed with the FINRA on a timely basis.

«[The agent] will remit the cash proceeds from such sale, net of any administrative and other reasonable expenses incurred by the agent in connection therewith, to record date shareholders upon completion of the sale,» explains Grayscale Investments plan for bitcoin cash reserves.

If the home is being acquired by one spouse who plans to live there for several years and is not ever likely to incur a capital gains tax upon a future sale, he / she takes all the equity in the home tax - free, both present and future - acquired, while the other spouse takes a retirement asset which he / she will have to eventually pay taxes on.