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https://www.sec.gov/rules/final/2018/33-10506.pdf
focus on electronic delivery of prospectuses, annual reports, and proxy solicitation materials); Use of Electronic Media by Broker-Dealers, Transfer Agents, and Investment Advisers for Delivery of Information, Investment Company Act Release No. 21945 (May 9, 1996) [61 FRFile Size: 1MB
https://www.sec.gov/rules/final/33-7912.htm
Final Rule: Delivery of Proxy Statements and Information Statements to Households ... annual reports and investment company semi-annual reports if the document is delivered to a shared address and security holders ... We would not consider two security holders who have separate electronic addresses under one internet service provider account to ...
https://www.lexology.com/library/detail.aspx?g=defff6f8-3885-4763-8102-d3d997a88e3e
Jun 25, 2018 · SEC permits internet delivery of investment company shareholder reports—including insurance company separate accounts ... to the SEC’s electronic delivery guidance;2 ...
https://chaseonline.chase.com/Content.aspx?ContentId=eds_agreement
In this Online and Mobile E-SIGN Disclosure and Consent Agreement ("E-Sign Consent"): "Account" or "Accounts" is each account, now or in the future, that you hold with us, are authorized to administer or for which you are designated as authorized signer, or a trust or other fiduciary account in which you have an interest that gives you legal authority to receive information or which is subject ...
https://www.federatedinvestors.com/customer-service/news-and-announcements/myfederatedaccountcom-makes-account-access-as-easy-as-pie.do
Apr 01, 2020 · Simply enter MyFederatedAccount.com in your browser or go to Account Login on the FederatedInvestors.com homepage.. MyFederatedAccount.com provides 24/7 access to: View your account information, including performance and transaction history. View and request electronic delivery of account statements, fund offering documents and reports, tax documents, newsletters and …Author: Deborah Cunningham
https://www.law.cornell.edu/cfr/text/17/270.30e-1
(a) Every registered management company shall transmit to each stockholder of record, at least semi-annually, a report containing the information required to be included in such reports by the company's registration statement form under the 1940 Act, except that the initial report of a newly registered company shall be made as of a date not later than the close of the fiscal year or half-year ...
https://foleyhoag.com/publications/alerts-and-updates/2019/february/important-dates-and-reminders
Feb 12, 2019 · Registered investment advisers relying on the “audited financials exception” to the account statement delivery and independent verification requirements of the Custody Rule must deliver such audited financial statements for their fund to investors within 120 …
https://www.putnam.com/literature/pdf/FM511.pdf
Request for redemption from a nonretirement account Return by mail: Putnam Investments PO Box 219697 Kansas City, MO 64121-9697 ... Brokerage checks and investment company checks cannot be used for bank instructions as these checks do not contain the correct wiring information. ... Electronic delivery of account documentsFile Size: 721KB
https://www.shawandpartners.com.au/media/2017/shawandpartners_international_account.pdf
(i) The International Account Opening Form on pages 4 and 5 together with the certified copies of your identification; and (ii) User ID and Electronic Delivery Request on pages 6 to 8. (iii) Corporation Resolution Certification (you will need to complete this if your client account is in the name of a company) on pages 9 to 11.
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