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Contractual plan

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Contractual Plan - a contractual plan is an agreement that is arranged between a mutual fund company and an investor.

 


contractual plan investment & finance definition
A program in which an investor in a mutual fund agrees to invest a fixed amount of money at regular intervals in accumulating shares.

Contractual plan
Definition:
A plan in which fixed dollar amounts of mutual fund Shares are purchased through periodic investments, usually featuring some sort of additional incentive for the fixed period payments. ...

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 type of accumulation plan where a mutual fund investor makes a firm commitment to invest a specified amount of money over a specific period of time.

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.

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.

Spread-Load Contractual Plan
A fee-payment structure applicable to mutual funds in which the sales charge or commission (load) is not entirely paid at the time the investor first contributes funds to the mutual fund (or in the first several ...

A "periodic payment plan" is the legal name for an investment that might also be referred to as a "contractual plan" or "systematic investment plan.

Contractual Plan (finance term)
Regulated Investment Company (finance term)
Prime (finance term)
Investment Company (in banking)
Margin Security (finance term)
Municipal Investment Trust (MIT) (finance term)
Score (finance term) ...

risks, this business is lucrative when power prices are high, but when prices are low, corporate profits suffer. The plants (mostly nuclear) owned by Exelon (EXC) are merchant facilities. Dominion Resources (D) owns some contractual plants in ...

See also: Contract, Investment, Mutual Fund, Share, Market

Stock market Contract sizeContrarian

 
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