Sentences with phrase «register accounts held»

You can even register accounts held at other financial institutions if you have online access set up at that institution.

RRSP: $ 100 TFSA: $ 0 RESP: $ 0 Regular: $ 100 Fees are waived on registered accounts holding $ 25,000 or more, and regular accounts holding $ 10,000 or more

Not exact matches

With that comes the ability to hold bank accounts, register businesses, sign contracts, and gain access to more than 4,000 local services.

These corporate fixed - income instruments pay a dividend that is taxed at a more favourable rate than regular bond interest, but you only benefit from this if they are held outside of a registered account.

Preliminary results from the Annual Meeting of Shareholders held today indicate that the company's 12 director nominees were re-elected to one - year terms and that shareholders ratified the selection of KPMG LLP as Pfizer's independent registered public accounting firm for the 2018 fiscal year.

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 charge.

If you hold your shares in street name and you do not instruct your broker how to vote your shares, your broker may vote your shares in its discretion on the ratification of the appointment of the independent registered public accounting firm (Proposal 3).

If you receive more than one proxy card or voting instruction form that means your shares are registered differently and are held in more than one account.

If you hold your shares in street name and you do not instruct your bank or broker how to vote your shares, your broker may vote your shares in its discretion on the ratification of the appointment of the independent registered public accounting firm, but will not be allowed to vote your shares on any of the other proposals.

If you own shares of FedEx common stock through the FedEx employee stock purchase plan or any FedEx or subsidiary benefit plan, you can direct the record holder or the plan trustee to vote the shares held in your account in accordance with your instructions by completing the proxy card and returning it in the enclosed envelope or by registering your instructions via the Internet or telephone as directed on the proxy card.

The portfolio is assumed to be held in a registered account, so it does not take taxes into account.

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

This unregistered account will go along with the other 4 (registered) accounts and I'll be using the same strategy with this one — buy and hold (and collect dividends in the meantime).

* CIBC U.S. Dollar Managed Portfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registered accounts.

To register your request for complimentary Marriott Rewards Gold Elite status: A MileagePlus member must hold an active, validated account with either Premier Gold, Premier Platinum, Premier 1K, or Global Services status in the MileagePlus Program.

As with the bank - owned brokerages, there may be an administrative (aka inactivity or minimum account balance) fee that is charged depending on the trading level or balance or whether a registered account is held.

Excluded are foreign securities held inside of pooled products, like Canadian mutual funds, or inside a registered account like an RRSP, RRIF, TFSA, RESP or RDSP.

For tax - efficiency, she should hold the equities in her taxable account and the bonds and REITs in 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 %.

While most brokerages now allow you to hold USD in registered accounts, they still tend to gouge you on currency conversion.

In our recent white paper, Asset Location for Taxable Investors, Justin Bender and I argue that most investors are better off keeping their bonds in an RRSP, while equities should be held in a taxable account (assuming, of course, that all registered accounts have been maxed out).

-- Foreign stocks and ETFs held in registered accounts such as RRSPs and TFSAs are also not considered «foreign property».

If you would really really like to implement synthetic DRiPs but the costs bother you, consider moving your accounts to a broker that does segregate holdings in registered accounts.

As 80 % of my equity holdings are in VEA, VWO and VTI this has meant I have paid approximately $ 200 in hidden fx charges due to the fact that TD can not handle US cash in their registered accounts.

Your TFSA contribution room or RRSP deduction limit information can be found by visiting the Canada Revenue Agency (CRA) web page at: http://www.cra-arc.gc.ca All Promotional Interest will be paid in March 2018 into a single Eligible Registered Savings Account held by a primary account Account held by a primary account account holder.

if this is in a registered account (since you can't actually hold USD, unless you have a RBC or questtrade account), you buy your desired USD stock, and then call for a wash trade before the end of the day.

Individuals must meet the criteria Simplii Financial to open or hold an Eligible Savings Account or Eligible Registered Savings Account in order to qualify for the Offer.

The accounts you can hold with HSBC InvestDirect can either be registered, such as the tax - free savings account (TFSA), registered retirement savings plan account (RRSP) or the registered education savings plan (RESP) or non-registered («personal investment») such as the cash and / or margin accounts.

Surely not all of that is held in registered accounts, which must be making the Canada Revenue Agency dance a little jig.

Another caveat: ShareOwner, like most brokerages, does not allow investors to hold US cash in registered accounts.

Interest bearing investments should be held in registered accounts such as RRSPs and RRIFs.

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.

Every investor knows that fixed - income investments are best held in registered accounts, because interest is fully taxable at your marginal rate.

If you're investing across registered and non-registered accounts, you should pay attention to where you hold each asset class.

You're allowed to use covered calls in a registered account, so you can hold this ETF inside your RRSP if you wish.

One of my biggest frustrations as an ETF investor is that so few online brokerages allow you to hold US dollars in registered accounts.

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

Do you hold the investment in a registered account or a taxable account?

Remember that ETFs are subject to capital gains tax just like individual stocks if held outside a registered retirement account.

But if such a creature existed AND the position was held in a registered account, then there would be no immediate tax consequences.

I would like to invest $ 150000 in a non registered account and buy etf's and hold them all in US dollars.

Your name on your Vanguard Brokerage Account is not exactly the same as the name that's registered with the company currently holding your accounts.

The GIC Bonus Rate Offer is available for 1 - year Non-Redeemable and 1 - year Redeemable Guaranteed Investment Certificates that are issued in respect of deposits made in Canadian dollars for an amount between $ 1,000 CAD and $ 500,000 CAD; not held in any registered plan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by sucregistered plan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by sucRegistered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persons.

For the moment, these registered accounts can accept deposits in USD and clients can trade (and hold) USD equities, however withdrawals from the account will result in a currency conversion back into CAD.

CD principal and interest are protected by FDIC insurance when held and registered according to FDIC rules Cash and Securities in your brokerage account are protected up to $ 500,000 per customer including a maximum of $ 250,000 in cash claims.

(1) The following shall be exempt from the Credit Services Organization Act: (a) A 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 or a lender approved by the United States Secretary of Housing and Urban Development for participation in a mortgage insurance program under the National Housing Act, 12 U.S.C. 1701 et seq.; (b) A bank or savings and loan association whose deposit or accounts are eligible for insurance by the Federal Deposit Insurance Corporation or a subsidiary of such a bank or savings and loan association; (c) A credit union doing business in this state; (d) A nonprofit organization exempt from taxation under section 501 (c)(3) of the Internal Revenue Code; (e) A person licensed as a real estate broker or salesperson under the Nebraska Real Estate License Act acting within the course and scope of that license; (f) A person licensed to practice law in this state acting within the course and scope of the person's practice as an attorney; (g) A broker - dealer registered with the Securities and Exchange Commission or the Commodity Futures Trading Commission acting within the course and scope of that regulation; (h) A consumer reporting agency; (i) A person whose primary business is making loans secured by liens on real property; (j) A person, firm, corporation, or association licensed as a collection agency in this state or a person holding a solicitor's certificate in this state acting within the course and scope of that license or certificate; and (k) A person licensed to engage in the business of debt management pursuant to sections 69 - 1201 to 69 - 1217.

To avoid being charged this fee, those clients can place at least 1 commission - generating trade per quarter or hold a registered account.

The portfolio is assumed to be held in a registered account, so it does not take taxes into account.

If you hold some cash in a self - directed registered account with a discount broker, you've probably resigned yourself to earning a pittance in interest.

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).