What is MLC Wrap?
MLC Wrap and Navigator gives your clients control and flexibility to build a super or pension portfolio. It’s the one account when working to save for retirement in super, transitioning to retirement to supplement employment income, or enjoying full-time retirement.
What is MLC Masterkey?
Designed for all Australians, it’s the easy-to-manage super account that will see you through your working life and into retirement. It’s easy to choose an investment option that suits your personal investment objectives and risk appetite.
What is a participating affiliate?
Participating Affiliate means an Affiliate which has been designated by the Committee in advance of the Purchase Period in question as a corporation whose eligible Permanent Full-Time Employees may participate in the Plan.
Is MLC Navigator a wrap?
MLC Wrap and Navigator Series 2 allows you to build a strong and diversified portfolio for your client that supports their personal investment objectives in retirement, while receiving a regular pension.
Is MLC an ethical super fund?
Does MLC offer an ethical investment option? For members looking for an ethical investment option, MLC offers the Perpetual Wholesale Ethical SRI Fund.
Does MLC super have exit fees?
Exit fees on any super account have been removed, effective 1 July 2019.
Where can I find SEC no action letters?
Division of Trading and Markets No-Action, Exemptive, and Interpretive Letters
- Request letters may be sent to the following email address: [email protected].
- For assistance in preparing a request for a no-action, interpretive or exemptive letter, please refer to the General Information section below.
How long does it take to get a no-action letter?
FinCEN notes in its report, however, that no-action letters for other agencies like the SEC and the CFTC typically take between several months to over a year to issue.
What is a superannuation wrap account?
Super wraps are effectively a sub-set of the retail superannuation sector where investors have greater control over their investment opportunities. A wrap allows an investor to hold superannuation investments, such as managed funds and direct shares, under the one umbrella.
What are the fees offered by Merrill Lynch?
Merrill Lynch charges markups and markdowns on fixed-income transactions, accounts exchange fees, and interest on margin loans and short sales. The company also offers financial planning services.
What are the fees associated with Merrill Edge?
Their you’ll find Merrill Edge charges on individual retirement accounts (IRAs), account transfer fees, broker trading commissions, and margin interest rates. There is no annual fee for Merrill Lynch wealth management account. The amount of charge called “style manager fee” depends on the portfolio or strategy the client chooses.
What commissions does Merrill Lynch charge for wealth management?
There are no commissions charged for stock, mutual fund, or ETF transactions for Merrill Lynch wealth management account. Merrill Lynch charges markups and markdowns on fixed-income transactions, accounts exchange fees, and interest on margin loans and short sales.