Gifting mutual fund (MF) units to your loved ones is a ... of the nominee or legal heir New bank account details Indemnity bond (for large amounts) Specific requirements could vary depending ...

Especially things like mutual funds, about which not everyone ... If the legal heir is claiming, they additionally need indemnity bond, personal affidavit and valid will or succession certificate.

Unclaimed shares and dividends that remain untouched for seven consecutive years are transferred by companies to the IEPFA.

Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders ...

Christian Brothers Automotive (CBA), a leading automotive repair franchise, announced today the signing of new Letters of Intent (LOIs) across five U.S. markets as part of its 2025 franchise ...

" width="100%" alt="chart visualization" /> Municipal yields fell slightly Thursday while investors digested several sizable ...

May 19, 2025--(BUSINESS WIRE)--Franklin Templeton today announced plans to convert 10 Putnam municipal bond mutual funds into ... California Tax Exempt Income Fund Putnam Massachusetts Tax Exempt ...

Fund holdings are as of the date given, are subject to change at any time, and are not recommendations to buy or sell any security. Current and future bond holdings ... of a mutual fund carefully ...

Mutual funds are popular vehicles ... invested in securities and assets such as stocks, bonds, cash, and money market vehicles based on the fund's profile. It might be a small-cap fund, an ...

According to the fund house, the objective of the scheme is to provide returns that closely correspond to the total returns of the securities represented by the underlying index. However, SBI Mutual ...

For an average investor, high-yield bond mutual funds are the best to invest ... Neuberger Berman Floating Rate Income Fund invests most of its net assets in floating-rate securities, loans ...