Virgin Islands Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II

State:
Multi-State
Control #:
US-EG-9402
Format:
Word; 
Rich Text
Instant download

Description

Class C Distribution Plan and Agreement between Putnam Mutual Funds Corporation and Putnam High Yield Trust II dated July 16, 1999. 3 pages.

The Virgin Islands Class C Distribution Plan and Agreement is a crucial document that outlines the collaboration between Putnam Mutual Funds Corp and Putnam High Yield Trust II in distributing Class C shares in the Virgin Islands. This plan facilitates the sale, marketing, and redemption of Class C shares, ensuring a smooth and efficient investment process for both the fund management companies and the investors. The Virgin Islands Class C Distribution Plan and Agreement serves as a comprehensive guideline, ensuring compliance with all legal requirements and regulations governing the distribution of mutual funds in the Virgin Islands. It includes detailed provisions related to the distribution fees, sales charges, and other expenses associated with the sale of Class C shares. One type of Virgin Islands Class C Distribution Plan and Agreement may cover the general framework for the distribution of Class C shares across various channels, including brokerage firms, financial advisors, and other authorized intermediaries. This plan outlines the responsibilities and obligations of both Putnam Mutual Funds Corp and Putnam High Yield Trust II in ensuring an efficient distribution process. Another type of Virgin Islands Class C Distribution Plan and Agreement may focus on the specific distribution strategies employed for targeting particular investor segments or geographical regions within the Virgin Islands. These tailored plans address the unique needs and preferences of specific investor groups, allowing for a tailored approach to marketing and promoting Class C shares. The Virgin Islands Class C Distribution Plan and Agreement may also incorporate provisions for periodic reviews and amendments to reflect any changes in market conditions, regulatory requirements, or business strategies. These updates ensure the plan remains relevant and aligned with the evolving needs and best practices in the mutual fund distribution landscape. In conclusion, the Virgin Islands Class C Distribution Plan and Agreement represents a vital business agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II, outlining their collaborative efforts in promoting and distributing Class C shares in the Virgin Islands. Through this agreement, both parties strive to provide the best investment options and services to investors, while adhering to legal and regulatory standards.

Free preview
  • Preview Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
  • Preview Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
  • Preview Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II

How to fill out Virgin Islands Class C Distribution Plan And Agreement Between Putnam Mutual Funds Corp And Putnam High Yield Trust II?

You may invest several hours online attempting to find the authorized file template that suits the federal and state needs you require. US Legal Forms provides a large number of authorized varieties that happen to be examined by experts. You can easily download or printing the Virgin Islands Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II from the service.

If you already have a US Legal Forms accounts, it is possible to log in and click on the Down load option. After that, it is possible to total, modify, printing, or indicator the Virgin Islands Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II. Every authorized file template you buy is your own eternally. To get another copy for any acquired kind, go to the My Forms tab and click on the related option.

If you work with the US Legal Forms site initially, stick to the basic directions beneath:

  • Very first, make sure that you have selected the best file template for your county/metropolis of your choice. Look at the kind description to ensure you have picked out the proper kind. If available, use the Review option to appear from the file template as well.
  • In order to get another model from the kind, use the Lookup area to discover the template that fits your needs and needs.
  • Upon having found the template you would like, simply click Acquire now to carry on.
  • Pick the rates program you would like, type in your credentials, and sign up for an account on US Legal Forms.
  • Complete the deal. You can use your charge card or PayPal accounts to pay for the authorized kind.
  • Pick the formatting from the file and download it to your gadget.
  • Make alterations to your file if required. You may total, modify and indicator and printing Virgin Islands Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II.

Down load and printing a large number of file templates making use of the US Legal Forms web site, which provides the largest variety of authorized varieties. Use professional and express-distinct templates to deal with your organization or individual requires.

Form popularity

FAQ

Franklin Templeton is acquiring Putnam Investments from Great-West Lifeco, a deal that will combine two of the largest asset management firms in the U.S.

Franklin Templeton Establishes a Strategic Partnership with Power Corporation of Canada and Great-West Lifeco; Franklin Templeton to Acquire Putnam Investments.

Putnam is headquartered in Boston, Massachusetts and has offices in London, Tokyo, Frankfurt, Sydney, and Singapore.

Franklin Templeton is acquiring Putnam Investments from Great-West Lifeco, a deal that will combine two of the largest asset management firms in the U.S.

Although Putnam Investments itself is not a public company, GWL and Power are traded on the Toronto Stock Exchange.

Transaction Details 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.

Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.

Robert Reynolds serves as the CEO / President of Putnam Investments.

Founded in 1937, Putnam is a global asset management firm with $136 billion3 in AUM as of April 2023. Putnam has offices in Boston, London, Munich, Tokyo, Singapore and Sydney.

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. of Canada .

Interesting Questions

More info

How to fill out Class C Distribution Plan And Agreement Between Putnam Mutual Funds Corp And Putnam High Yield Trust II? When it comes to drafting a legal form, ... Manage or update your mutual fund account information with these forms and applications (pdf format).Oct 14, 2023 — The King Washington Class C Distribution Plan and Agreement is a comprehensive document that outlines the mutual relationship between Putnam ... The Trustees of The Putnam Funds have approved the merger of Putnam Investors Fund into Putnam Multi-Cap Core Fund contemplated by the Agreement and Plan of ... Dear Fellow Shareholder: We believe your mutual fund investment offers a number of advantages, such as investment diversification and daily liquidity. Putnam ... The fund has adopted distribution plans (the Plans) with respect to the following share classes pursuant to Rule 12b-1 under the Investment Company Act of 1940. Columbia Strategic California Municipal Income Fund (the Fund) seeks total return, with a focus on income exempt from federal income tax and California ... The fund has adopted a distribution plan for Class A and Class C shares in accordance with Rule 12b-1 under the Investment Company Act of 1940. Under the plan, ... Sep 30, 2022 — The Trust has adopted separate Distribution and Servicing Plans with respect to the Class A, Class C and Class C-2 shares of the Trust pursuant. Sep 30, 2022 — The Trust has adopted separate Distribution and Servicing Plans with respect to the Class A, Class C and Class C-2 shares of the Trust pursuant.

Trusted and secure by over 3 million people of the world’s leading companies

Virgin Islands Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II