Deferred Sales Charge Payment Date definition: Copy, customize and use instantly
Introduction
The term "Deferred Sales Charge Payment Date" refers to the specific date on which a deferred sales charge, typically related to investment products or funds, becomes due for payment. This date is crucial for both the investor and the issuer, as it marks the point when the investor must settle the charge, which is often associated with early withdrawals or the redemption of units. Understanding the Deferred Sales Charge Payment Date is essential for managing the timing of payments and avoiding penalties or additional fees.
Below are various examples of how "Deferred Sales Charge Payment Date" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Deferred Sales Charge Payment Date" for the first payment
This definition ties "Deferred Sales Charge Payment Date" to the first installment of a deferred sales charge.
"Deferred Sales Charge Payment Date" refers to the date by which the first payment of the deferred sales charge must be made after the transaction date.
Definition of "Deferred Sales Charge Payment Date" for a specific product
This definition links "Deferred Sales Charge Payment Date" to a particular investment product.
"Deferred Sales Charge Payment Date" means the date when the deferred sales charge for a particular investment product becomes due, typically after a holding period has ended.
Definition of "Deferred Sales Charge Payment Date" for post-sale transactions
This definition connects "Deferred Sales Charge Payment Date" to sales made after the original transaction.
"Deferred Sales Charge Payment Date" refers to the date by which a payment for a deferred sales charge is due on a post-sale transaction.
Definition of "Deferred Sales Charge Payment Date" for an extended term
This definition ties "Deferred Sales Charge Payment Date" to an extended charge period.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge must be paid, which may be extended based on the terms of the agreement.
Definition of "Deferred Sales Charge Payment Date" for investor schedules
This definition links "Deferred Sales Charge Payment Date" to specific investor schedules.
"Deferred Sales Charge Payment Date" means the date defined within the investor’s payment schedule when the deferred sales charge must be settled.
Definition of "Deferred Sales Charge Payment Date" for multiple payments
This definition connects "Deferred Sales Charge Payment Date" to multiple installments.
"Deferred Sales Charge Payment Date" refers to the date on which payments for the deferred sales charge, made in installments, are due under the terms of the agreement.
Definition of "Deferred Sales Charge Payment Date" for redemption
This definition ties "Deferred Sales Charge Payment Date" to the redemption process.
"Deferred Sales Charge Payment Date" means the date when the deferred sales charge is payable upon the redemption of the investment or withdrawal from the agreement.
Definition of "Deferred Sales Charge Payment Date" for mutual fund transactions
This definition connects "Deferred Sales Charge Payment Date" to mutual fund transactions.
"Deferred Sales Charge Payment Date" refers to the due date for any deferred sales charges associated with a mutual fund transaction, typically calculated from the initial purchase date.
Definition of "Deferred Sales Charge Payment Date" for non-cash contributions
This definition links "Deferred Sales Charge Payment Date" to non-cash contributions.
"Deferred Sales Charge Payment Date" means the date by which any deferred sales charges related to non-cash contributions must be paid.
Definition of "Deferred Sales Charge Payment Date" for sale-based fees
This definition connects "Deferred Sales Charge Payment Date" to fees related to sales.
"Deferred Sales Charge Payment Date" refers to the due date for any sales-related fees that are deferred and paid at a later time, based on the terms of the sale agreement.
Definition of "Deferred Sales Charge Payment Date" for a final payment
This definition ties "Deferred Sales Charge Payment Date" to the final installment.
"Deferred Sales Charge Payment Date" means the date by which the final payment of the deferred sales charge is due, as outlined in the contractual terms.
Definition of "Deferred Sales Charge Payment Date" for tax implications
This definition links "Deferred Sales Charge Payment Date" to tax consequences.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge payment becomes due, potentially triggering tax implications based on the contract’s structure.
Definition of "Deferred Sales Charge Payment Date" for investor rights
This definition connects "Deferred Sales Charge Payment Date" to investor entitlements.
"Deferred Sales Charge Payment Date" means the date by which an investor must make a payment for the deferred sales charge, in order to maintain certain rights under the investment agreement.
Definition of "Deferred Sales Charge Payment Date" for cumulative charges
This definition ties "Deferred Sales Charge Payment Date" to cumulative payment structures.
"Deferred Sales Charge Payment Date" refers to the date when a cumulative deferred sales charge, accumulated over a specified period, is due for payment.
Definition of "Deferred Sales Charge Payment Date" for structured payment schedules
This definition links "Deferred Sales Charge Payment Date" to structured payment plans.
"Deferred Sales Charge Payment Date" means the due date for payments on a structured plan that defers the sales charge over multiple periods.
Definition of "Deferred Sales Charge Payment Date" for early termination
This definition connects "Deferred Sales Charge Payment Date" to early termination of agreements.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge is due if the investment agreement is terminated earlier than anticipated.
Definition of "Deferred Sales Charge Payment Date" for charge waiver
This definition ties "Deferred Sales Charge Payment Date" to charge waiver scenarios.
"Deferred Sales Charge Payment Date" means the date by which the deferred sales charge must be paid unless waived under specific conditions outlined in the agreement.
Definition of "Deferred Sales Charge Payment Date" for automatic deductions
This definition links "Deferred Sales Charge Payment Date" to automatic payment processing.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge payment will be automatically deducted from the investor’s account, as per the terms of the agreement.
Definition of "Deferred Sales Charge Payment Date" for installment adjustments
This definition connects "Deferred Sales Charge Payment Date" to adjustments in the installment process.
"Deferred Sales Charge Payment Date" means the date by which the deferred sales charge payment is due, subject to adjustments in case of changes to the installment plan.
Definition of "Deferred Sales Charge Payment Date" for fee exceptions
This definition ties "Deferred Sales Charge Payment Date" to exceptions in payment requirements.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge is payable, with possible exceptions or extensions based on specific contractual clauses.
Definition of "Deferred Sales Charge Payment Date" for transfer agreements
This definition links "Deferred Sales Charge Payment Date" to investment transfers.
"Deferred Sales Charge Payment Date" means the date by which deferred sales charges must be settled if the investment is transferred to another account or owner.
Definition of "Deferred Sales Charge Payment Date" for contract renewal
This definition connects "Deferred Sales Charge Payment Date" to contract renewal timelines.
"Deferred Sales Charge Payment Date" refers to the date when deferred sales charges are due, particularly in the context of a contract renewal or extension.
Definition of "Deferred Sales Charge Payment Date" for early withdrawal
This definition ties "Deferred Sales Charge Payment Date" to early withdrawal conditions.
"Deferred Sales Charge Payment Date" means the date by which the deferred sales charge must be paid if the investment is withdrawn early, in accordance with the investment terms.
Definition of "Deferred Sales Charge Payment Date" for prepayment options
This definition links "Deferred Sales Charge Payment Date" to prepayment conditions.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge is due, with options for early prepayment or settlement under specific terms.
Definition of "Deferred Sales Charge Payment Date" for investment structure
This definition connects "Deferred Sales Charge Payment Date" to specific investment structures.
"Deferred Sales Charge Payment Date" means the date by which payment for the deferred sales charge is due, according to the specific structure of the investment arrangement.
Definition of "Deferred Sales Charge Payment Date" for account holders
This definition ties "Deferred Sales Charge Payment Date" to account holders’ obligations.
"Deferred Sales Charge Payment Date" refers to the date by which the account holder must pay the deferred sales charge after a specified waiting period.
Definition of "Deferred Sales Charge Payment Date" for managed accounts
This definition links "Deferred Sales Charge Payment Date" to managed account agreements.
"Deferred Sales Charge Payment Date" means the due date for any deferred sales charges that apply to managed accounts as part of the investment agreement.
Definition of "Deferred Sales Charge Payment Date" for dividends
This definition connects "Deferred Sales Charge Payment Date" to dividend payments.
"Deferred Sales Charge Payment Date" refers to the date by which the deferred sales charge must be settled from accumulated dividends.
Definition of "Deferred Sales Charge Payment Date" for fee recalculation
This definition ties "Deferred Sales Charge Payment Date" to recalculated fees.
"Deferred Sales Charge Payment Date" refers to the date on which the deferred sales charge payment is recalculated and due, according to adjustments in the fee structure.
Definition of "Deferred Sales Charge Payment Date" for cross-border transactions
This definition links "Deferred Sales Charge Payment Date" to international or cross-border sales.
"Deferred Sales Charge Payment Date" means the date when the deferred sales charge becomes due on a transaction that crosses borders or involves international elements.
Definition of "Deferred Sales Charge Payment Date" for structured investment products
This definition connects "Deferred Sales Charge Payment Date" to structured investment products.
"Deferred Sales Charge Payment Date" refers to the date by which any deferred sales charges related to structured investment products must be paid.
Definition of "Deferred Sales Charge Payment Date" for account transfers
This definition ties "Deferred Sales Charge Payment Date" to account transfers.
"Deferred Sales Charge Payment Date" refers to the date when the deferred sales charge is due in the event of an account transfer, as per the investment’s terms.
Definition of "Deferred Sales Charge Payment Date" for investment duration
This definition links "Deferred Sales Charge Payment Date" to the investment’s duration.
"Deferred Sales Charge Payment Date" means the date on which the deferred sales charge is due based on the length of the investor’s holding period.
Definition of "Deferred Sales Charge Payment Date" for shareholder agreements
This definition connects "Deferred Sales Charge Payment Date" to shareholder agreements.
"Deferred Sales Charge Payment Date" refers to the due date of the deferred sales charge under the specific terms of the shareholder agreement.
Definition of "Deferred Sales Charge Payment Date" for early settlement options
This definition ties "Deferred Sales Charge Payment Date" to early settlement conditions.
"Deferred Sales Charge Payment Date" refers to the date by which the deferred sales charge must be settled, with options for early settlement before the standard due date.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.