However, this process is offline and can be a bit cumbersome. Currently, the only way to give mutual fund units is by holding ...

Electronic Funds Transfer (EFT): The electronic exchange (transfer of money from one bank account to another), either within a single financial institution or across multiple institutions, through ...

For outgoing payments to a U.S. bank via electronic funds (wire) transfer, complete the Domestic Electronic Funds Transfer (EFT) Request form and a Direct Payment Request form. The forms require ...

A hearing panel of the Canadian Investment Regulatory Organization (CIRO) found that Jordan Michael Snitzler violated the Mutual Fund Dealer Rules by obtaining, possessing, and using three pre-signed ...