Sentences with phrase «transaction on behalf of the investor»
Robos probably picked US ETFs because they have better liquidity and a tighter spread, which is good when you're making lots of transactions on behalf of investors.
https://www.cheerfulegg.com/ Not exact matches
The services to be provided by Recipients may include, but are not limited to, the following: assistance in the offering and sale of Fund shares and in other aspects of the marketing of the shares to clients or prospective clients of the respective recipients; answering routine inquiries concerning the Funds; assisting in the establishment and maintenance of accounts or sub-accounts in the Funds and in processing purchase and redemption transactions; making the Funds» investment plan and shareholder services available; and providing such other information and services to investors in shares of the Funds as the Distributor or the Trust, on behalf of the Funds, may reasonably request.
In Ontario, only mortgage brokers and agents licensed with the Financial Services Commission of Ontario (FSCO) can engage in syndicated mortgage transactions on behalf of a brokerage, and only licensed mortgage brokers (not agents) can sign the required investor / lender disclosure statement forms.
A Qualified Intermediary, as an independent third party, is needed to facilitate a 1031 exchange transaction and hold the funds on behalf of the investor.
Mr. Bonner was also formerly a Managing Director at Prudential Real Estate Investors responsible for real estate transactions in the Mid-Atlantic, Northeast regions of the US and the Eastern Region of Canada where he and his team executed over $ 10 billion of transactions on behalf of the firm's third party Pension Fund Clients.
Since inception, the group's real estate holdings have grown to over $ 50 million, and it has bought and sold more than 4,000 properties on behalf of individuals and institutional investors, totaling over $ 750 million worth of transactions.
In the second transaction, Marcus & Millichap worked on behalf of the seller, a private investor, in the disposition of 378 Lewis Ave., an eight - unit apartment property.