Axis Bank
Ads
related to: transfer agent mutual fundReceive guidance from a high profile investment team - Investor Junkie
- 13 Retirement Blunders
Retire at ease, avoid these errors.
Blunder #9: Buying Annuities.
- Annuities In Retirement
Beware Of This Investment Vehicle
Learn Why Many Fail To Deliver
- 401(k) and IRA Tips
Learn the differences.
Is it time to rollover your 401(k)?
- Estate Planning Guide
Wills? Trusts?
What do you need?
- 6 Pitfalls of Funds
Funds alone are not a
comprehensive investment strategy.
- Retirement Income Guide
Discover How To Make Your
Portfolio Work For You!
- 13 Retirement Blunders
phxcapitalgroup.com has been visited by 10K+ users in the past month
Search results
Results from the Go Local Guru Content Network
A stock transfer agent, transfer agent, share registry or transfer agency is an entity, usually a third-party firm unrelated to security transactions, that manages the change in ownership of company stock or investment fund shares, maintains a register of ownership and acts as paying agent for the payment of dividends and other distributions to ...
A mutual fund's custodian may also act as one or more service agents for the mutual fund such as being the fund accountant, administrator and/or transfer agent which maintains shareholder records and disburses periodic dividends or capital gains, if any, distributed by the fund.
DST Systems, Inc. is an American company that was acquired by SS&C Technologies in 2018. The company provided advisory, technology and operations outsourcing services to the financial services and healthcare industries.
State Street Wins Mutual Fund Administrator and Transfer Agent of the Year Awards BOSTON--(BUSINESS WIRE)-- State Street Corporation (NYS: STT) , announced today that it has been named 2013...
Computer Age Management Services Limited (CAMS) is a mutual fund transfer agency serving Indian asset management companies. The company was incorporated in 1988 and is headquartered in Chennai. It became publicly listed in October 2020, subsequent to an initial public offering (IPO) through an offer by its existing shareholders.
The 2003 mutual fund scandal was the result of the discovery of illegal late trading and market timing practices on the part of certain hedge fund and mutual fund companies.
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.
Evergreen mutual funds were then distributed by Evergreen Investment Services, Inc. and Evergreen Service Company, LLC is the transfer agent for the Evergreen Funds. Evergreen Fund Information [1] OFFIT, a separate subsidiary of the legacy Wachovia, acquired in 1999, becomes Evergreen OFFIT.
Transfer agents and broker/dealers are now required by law to report the gains or losses of any sales of covered shares to the IRS. Institutions transferring covered shares to another institution must transfer the basis for those shares within 15 days of transfer.
The Virtus Mutual Funds family consists of 58 open-end mutual funds that are distributed primarily through intermediaries, including national and regional broker-dealers, independent broker-dealers, and independent financial advisory firms. Virtus' closed-end funds are managed by four affiliated managers.