Iowa Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II The Iowa Class C Distribution Plan and Agreement is a legal document that outlines the terms and conditions governing the distribution of shares in Putnam Mutual Funds Corp's and Putnam High Yield Trust II's Class C shares in the state of Iowa. This agreement is essential in ensuring compliance with Iowa securities laws and regulations. Putnam Mutual Funds Corp is a reputable investment management company offering a wide range of investment solutions to meet the financial goals of investors. Putnam High Yield Trust II, on the other hand, is a mutual fund that focuses on investing in a diversified portfolio of high-yield fixed-income securities. The Iowa Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II encompasses several crucial aspects to ensure transparency and fairness in distributing shares within the state of Iowa. Some key elements covered in this agreement include: 1. Eligibility Criteria: This section outlines the eligibility requirements for investors to participate in the distribution of Class C shares. It may specify certain suitability criteria, such as minimum investment amounts or investor qualifications. 2. Distribution Channels: The agreement details the various channels through which Class C shares will be distributed to investors in Iowa. These channels may include financial advisors, brokers, or directly through Putnam Mutual Funds Corp. 3. Sales Charges and Fees: This section specifies the sales charges and fees associated with purchasing and redeeming Class C shares. For example, it may outline the front-end or back-end sales loads, contingent deferred sales charges (CDs), or any other fees imposed. The agreement ensures that these charges comply with Iowa regulations and are fair to investors. 4. Marketing and Sales Support: Putnam Mutual Funds Corp may provide various marketing and sales support to promote the distribution of Class C shares in Iowa. This may include educational materials, training programs, or access to specific marketing tools and resources. 5. Reporting and Compliance: The agreement establishes the reporting requirements and compliance obligations of both parties. This includes the submission of periodic reports to the Iowa securities regulatory authorities, clearly disclosing the distribution activities related to Class C shares. Different types of Iowa Class C Distribution Plans and Agreements may exist based on the specific offerings and strategies of Putnam Mutual Funds Corp and Putnam High Yield Trust II. These variations could include different sales charges structures, fee waivers, special offers, or targeted marketing initiatives. It is important for investors in Iowa to thoroughly review and understand the Iowa Class C Distribution Plan and Agreement before investing in Class C shares offered by Putnam Mutual Funds Corp and Putnam High Yield Trust II. Consulting with a financial advisor or reviewing the official documentation provided by the fund companies can help investors make informed decisions aligned with their investment objectives and risk tolerance.
Iowa Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
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Robert L. Reynolds will remain with Great-West Lifeco after the completion of the firm's recently announced deal to sell its Putnam Investments subsidiary to Franklin Templeton, a Putnam spokesman confirmed.
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.
Franklin Templeton will pay approximately $825 million2 in stock consideration up-front at closing and $100 million in cash 180 days after closing for 100% of Putnam.
Fund giant Franklin Templeton is buying Putnam Investments for $925 million and receiving a substantial investment from Great-West Lifeco, Putnam's parent company and a subsidiary of Power Corp.