List of mutual funds companies
[DOC File]Business Plan for Township Mutual Companies applying to ...
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Expand a township mutual’s authorized territory beyond nine counties, or Write business in a city with a population of 25,000 or greater After providing responses to the following list of questions, email the …
[DOC File]DEPARTMENT OF CONSUMER AND INDUSTRY SERVICES
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41 I have bonds 42 I have mutual funds or securities. 43 I have IRA's or Keogh account(s) at: _____ (List name(s) of institution) 44 I have time certificate(s) at: _____ (List name(s) of institution) 45 I own …
[DOC File]Financial Advisors and Mutual Fund Selection
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In addition, research indicates that investors using financial advisors have lower levels of financial knowledge, are more responsive to advertising, and rely more heavily on financial advisors for information compared to investors buying mutual funds directly from fund companies (i.e., no-load funds…
[DOCX File]Annual Investment Report (Including Deposits) Worksheet
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Both funds are operated according to the rules governing money market mutual funds (the SEC’s “Rule 2a-7”), which require a policy to maintain a stable net asset value per share (both funds seek to …
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