CONTRACTUAL PLAN - A plan in which fixed dollar amounts of mutual fund shares are purchased through per... CONTRACTUAL SERVICES - Services rendered to the City by private firms or other City departments. These ...
Contractual plan - An arrangement whereby an investor contracts to purchase a given amount of a security by a certain date and agrees to make partial payments at specified intervals.
CONTRACTUAL PLAN " A method of purchasing mutual funds where the investor signs a contract to make equal monthly payments for a period of years. They are referred to as front-end load plans since the sales charge during the first year is 50%.
Contractual Plan A type of accumulation plan in which an investor in mutual funds makes a firm commitment to invest a given amount of money over a given time. Control Persons ...
Contractual plans: A contract committing an investor to invest money over a period of time. The sales charges are deducted over the life of the contract, being higher in the early part of the contract.
Contractual Plan (finance term) Related answers: What is long term life insurance? Read answer...
CONTRACTUAL PLAN A program in which a legal vehicle (plan company or participating unit investment trust) agrees to invest a fixed amount in a fund at regular intervals for 10 or 15 years.
In a contractual plan, fund shares are accumulated through periodic fixed payments. The maximum sales charge is limited to 9% for the life of the contract.
Periodic payment plan (contractual plan) See dollar cost averaging. Portfolio Total securities held by a mutual fund company, an individual investor or a corporation.
Holder of an indirect claim in through a legal agreement that specifies that the individual must make periodic, fixed payments to the intermediary in exchange for the right to receive payments from the intermediary in the future. Contractual ...
contractual plan contrarian contributed capital control stock controlled and restricted stock controlled commodities controlled foreign corporation controlled wildcat drilling controller or comptroller controlling interest ...
See also: Bills, Expense, Margin account, Current Yield, Preferred share
 
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