Sentences with phrase «joint owner of the funds»

Not exact matches

During nearly three decades of practice, Jerry has represented a wide variety of clients, including publicly traded and privately held companies, institutional investors, developers, lenders, borrowers, joint venture partners, pension funds, REITs, retailers, management companies, private equity firms, media ventures, internet companies, entertainment companies, studio owners, technology companies and sports franchises.

Last year, using my power of attorney for my mother, I took my mother's name off the mutual fund and added my wife's name on it so that we are now joint owners.

If you have more than $ 250,000, consider opening a different type of account, such as a joint account, in order to insure more of your savings — just be aware that a joint owner will have full access to any funds in the account.

A joint account may be held as Tenants in Common if when the account is opened the joint owners enter into the Bank's agreement for accounts held as Tenants in Common and designate the percentage of the funds to be paid to the survivor (s) on the death of a joint owner.

Am i still eligible to withdraw a part of my PF fund to repay a portion of my home loan, as all the guidelines mention about spouse only as joint owner?

The owner and joint owner (if any) agree to be jointly and severally liable for negative balances on any accounts in which either or both owners have an ownership interest, including any overdrafts, regardless of the cause, and agree to immediately deposit sufficient funds to cover the negative amount of the overdraft.

Information about you and the joint owner if there is one is: Social security number, Driver's license number, home address, the account number, routing number and name of financial institution that you will be using to transfer funds to make your initial deposit.

GIC Real Estate, Singapore's sovereign wealth fund, on all real estate and corporate aspects (including its successful Overseas Investment Office application) of its $ 1b joint venture with Scentre Group — Westfield mall owner and operator — to take a 49 % stake in five New Zealand shopping centres

In addition, the fund will invest in joint ventures with owners of properties that meet its criteria.