Florida Class C Distribution Plan and Agreement refers to the financial arrangement and strategy between Putnam Mutual Funds Corp and Putnam High Yield Trust II in the state of Florida. This plan and agreement are primarily developed to facilitate the distribution and sale of mutual funds offered by Putnam Mutual Funds Corp, particularly the Class C shares, through Putnam High Yield Trust II. The Florida Class C Distribution Plan and Agreement is designed to outline the terms, conditions, and responsibilities of both parties involved in the distribution process. It governs how the mutual funds will be distributed to investors and the compensation structure for intermediaries, such as brokers and dealers, who assist in the sale of these funds. The Plan aims to maximize the reach and accessibility of Putnam Mutual Fund Corp's Class C shares to investors in Florida. By establishing a clear structure for compensation and distribution, the Plan ensures that investors have access to diversified investment opportunities and that intermediaries are adequately incentivized for their efforts. Key elements typically covered in a Florida Class C Distribution Plan and Agreement include: 1. Objectives: The agreement defines the goals and purpose of the distribution plan, emphasizing the expansion of investor base and enhancing fund sales. 2. Compensation Structure: The agreement outlines the compensation models, including sales commissions, management fees, and other incentives provided to intermediaries. The compensation structure can differ based on various factors such as the type of fund, sales volume, and duration of investments. 3. Sales and Distribution Channels: The Plan specifies the authorized channels through which Class C shares can be sold, such as registered dealers, brokers, or other specified intermediaries who are approved to distribute the funds. 4. Marketing and Promotional Activities: The agreement may include provisions related to marketing strategies, advertising campaigns, and promotional materials that can be used to raise awareness about the mutual funds offered by Putnam Mutual Funds Corp. 5. Fund Termination or Modification: The agreement may also outline the conditions under which either party can terminate or modify the distribution plan, allowing for future adjustments to align with changing market dynamics or regulatory requirements. Different types of Florida Class C Distribution Plans and Agreements may exist based on the specific specifications of the mutual funds being offered by Putnam Mutual Funds Corp and Putnam High Yield Trust II. These variations can include differences in fee structures, target investor demographics, or distinctive attributes of the funds being distributed. Overall, the Florida Class C Distribution Plan and Agreement serves as a crucial framework that governs the relationship between Putnam Mutual Funds Corp and Putnam High Yield Trust II, providing a transparent structure for distributing mutual funds to investors in Florida while mutually benefiting all parties involved.
Florida Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
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Putnam Investments ? ETFs, Mutual Funds, Institutional, and 529. Putnam is the only fund family ranked in the top 10 by Barron's across all time periods. Barron's list of Best Fund Families, 2023.
Putnam is headquartered in Boston, Massachusetts and has offices in London, Tokyo, Frankfurt, Sydney, and Singapore.
The fixed income strategy includes funds with municipal bonds and tax-exempt bonds. Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.
WINNIPEG ? ? Great-West Lifeco Inc. (?Lifeco?) [TSX: GWO] today announced that Franklin Resources, Inc. [NYSE: BEN], operating as Franklin Templeton, one of the world's largest independent and diversified asset managers, has agreed to acquire Putnam Investments from Lifeco.