Sentences with phrase «lieu of dividends»

For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

Annual Credit for Substitute Payments If you have a margin account, learn how payments made in lieu of dividends may impact your taxes.

In certain circumstances, such as when shares are lent to a third party, payments may be made in lieu of dividends.

For new investors, investors slowly building a nest egg, or retirees looking to sell down holdings (in - lieu of dividends) I would not recommend Motif.

Possible explanations for these trends: creation of many small growth companies; tax considerations; and, use of stock repurchases in lieu of dividends or dividend increases.

• Eliminate the dividend withholding tax in its entirety if it can be circumvented so easily • Source dividend - equivalent payments by reference to the source of the dividend income on the underlier (e.g., similar to sourcing rules for in - lieu of dividend payments made in connection with securities loans)-- cascading withholding taxes — multiple derivatives can be entered into on same share of stock — would change shift dealer activity (and its tax revenues) to London?

Not exact matches

Founders can lobby for higher compensation and options in lieu of equity stakes; investors can fight for preferred dividends and treatment of their shares when it comes to another round of funding or a sale.

Investors in the parent company Brookfield Asset Management (myself included) were informed on May 16, 2016 that they would be receiving 1 unit of BBP for every 50 shares of BAM.A — for investors with odd lots, cash dividends would be received in lieu of fractional ownership.

Dividend Re-Investment Plan (DRIP): A program offered by some corporations (particularly investment companies) in which shareholders may opt to use their dividends to purchase additional shares in the corporation in lieu of receiving cash payments.

Dividend reinvestment plans, or DRIPs, are plans some companies offer to allow shareholders to receive additional shares in lieu of cash dividends.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

In addition, should my lent stock receive a dividend, the broker deposits «cash in lieu» of the dividend to my account (presumably having collected it from the borrower.)

The broker's description of that payment action warns that «cash in lieu» has different tax treatment than a qualified dividend would get.

The company offers so - called scrip dividends which means that investors can choose to receive stocks in lieu of cash dividends.