Investment Transfer definition

Investment Transfer to any Person means any loan or advance to, or any Guarantee of any obligations of, such Person, any transfer of any Equity Interests or other assets to such Person or any capital contribution to such Person (including pursuant to any merger or consolidation with such Person).
Investment Transfer means a transfer of assets from an Annuity Contract or Custodial Account that is provided by a Designated Vendor to an Annuity Contract or Custodial Account that is provided by a different Designated Vendor.

Examples of Investment Transfer in a sentence

  • EXERCISE 1: INVESTMENT TRANSFER TO A NON-POOLED INVESTMENT In this exercise we record an investment transfer from the primary checking account to the Hayes Bequest investment.

  • INVESTMENT TRANSFER DETAILSWould you like all your units to be transferred: Yes NoIf No, Please indicate how your unit trust portfolio/s should be transferred in the table below:Percentage Unit Trust PortfolioArgon BCI Absolute Return FundAccount NumberTotal amountsArgon BCI Bond Fund Argon BCI Flexible Income Fund TOTAL or oror oror or The transfer of participatory interests is automatically classified as a Capital Gains Tax event.

  • INVESTMENT TRANSFER DETAILSWould you like all your units to be transferred: Yes NoIf No, Please indicate how your unit trust portfolio/s should be transferred in the table below:Percentage Unit Trust PortfolioCentaur BCI Balanced FundAccount NumberTotal amountsCentaur BCI Flexible Fund TOTAL or oror or The transfer of participatory interests is automatically classified as a Capital Gains Tax event.

  • INVESTMENT TRANSFER DETAILSWould you like all your units to be transferred: Yes NoIf No, Please indicate how your unit trust portfolio/s should be transferred in the table below:Unit Trust Portfolio Account number Total amounts R or units or %R or units or %R or units or %R or units or %TOTAL R unitsThe transfer of participatory interests is automatically classified as a Capital Gains Tax event.

  • INVESTMENT TRANSFER DETAILSWould you like all your units to be transferred: Yes NoIf No, Please indicate how your unit trust portfolio/s should be transferred in the table below:Percentage Unit Trust PortfolioAccount NumberTotal amounts TOTAL or oror oror oror oror or Roll over CGT event for this transfer:YesNoSignature of transferorDate//Name of signatoryMMDDThe transfer of participatory interests is automatically classified as a Capital Gains Tax event.

Related to Investment Transfer

  • Co-Investment Transaction means any transaction in which one or more Regulated Funds (or its Wholly-Owned Investment Sub (defined below)) participated together with one or more Affiliated Funds and/or one or more other Regulated Funds in reliance on the Order.

  • Subsequent Transfer Instrument: Each Subsequent Transfer Instrument, dated as of a Subsequent Transfer Date, executed by the Trustee and the Depositor substantially in the form attached hereto as Exhibit I, by which Subsequent Loans are transferred to the Trust Fund.

  • Designated Payment/Transfer Office means (i) with respect to the initial Paying Agent/Registrar named herein, its office in Dallas, Texas, or at such other location designated by the Paying Agent/Registrar and (ii) with respect to any successor Paying Agent/Registrar, the office of such successor designated and located as may be agreed upon by the City and such successor.

  • Document Transfer Event As defined in the Pooling and Servicing Agreement.

  • Payment Transaction means an act, initiated by the payer or on his behalf or by the payee, of placing, transferring or withdrawing funds, irrespective of any underlying obligations between the payer and the payee;

  • Restricted Payment Transaction means any Restricted Payment permitted pursuant to Section 409, any Permitted Payment, any Permitted Investment, or any transaction specifically excluded from the definition of the term “Restricted Payment” (including pursuant to the exception contained in clause (i) and the parenthetical exclusions contained in clauses (ii) and (iii) of such definition).

  • Post-Event Transferee shall have the meaning set forth in Section 7(e) hereof.

  • Replacement Transaction means, with respect to any Terminated Transaction or group of Terminated Transactions, a transaction or group of transactions that (i) would have the effect of preserving for Party B the economic equivalent of any payment or delivery (whether the underlying obligation was absolute or contingent and assuming the satisfaction of each applicable condition precedent) by the parties under Section 2(a)(i) in respect of such Terminated Transaction or group of Terminated Transactions that would, but for the occurrence of the relevant Early Termination Date, have been required after that Date, and (ii) has terms which are substantially the same as this Agreement, including, without limitation, rating triggers, Regulation AB compliance, and credit support documentation, save for the exclusion of provisions relating to Transactions that are not Terminated Transaction, as determined by Party B in its sole discretion, acting in a commercially reasonable manner.

  • Subsequent Transfer Agreement A Subsequent Transfer Agreement substantially in the form of Exhibit P hereto, executed and delivered by the Sellers, the Depositor and the Trustee as provided in Section 2.01(d).

  • Subsequent Transferee has the meaning set forth in Section 4.06(b).

  • Private Placement Transaction means a “limited offering” as defined from time to time in Rule 17j-l under the 1940 Act or any applicable successor provision. Currently, this means an offering exempt from registration under the Securities Act of 1933 pursuant to Section 4(2) or 4(6) or Rule 504, 505 or 506 under that Act, including hedge funds.

  • Relevant Transfer means a transfer of employment to which the Employment Regulations applies;

  • Subsequent Transfer Instrument Each subsequent transfer instrument, dated as of a Subsequent Transfer Date, executed by the Trustee and the Depositor substantially in the form of Exhibit L, by which Subsequent Mortgage Loans are sold to the Trust Fund.

  • Exempt Transfer means, in relation to shares held by a member:

  • Subsequent Transaction has the meaning set forth in Section 1.08.

  • Subsequent Transfer Date With respect to each Subsequent Transfer Instrument, the date on which the related Subsequent Mortgage Loans are sold to the Trust Fund.

  • Commitment Transfer Supplement means a document in the form of Exhibit 15.3 hereto, properly completed and otherwise in form and substance satisfactory to Agent by which the Purchasing Lender purchases and assumes a portion of the obligation of Lenders to make Advances under this Agreement.

  • Pre-Event Transferee shall have the meaning set forth in Section 7(e) hereof.

  • Relevant Transaction has the meaning specified in Section 2.05(b)(ii).

  • Relevant Transfer Date means, in relation to a Relevant Transfer, the date upon which the Relevant Transfer takes place;

  • Exempt Transaction means an increase in the percentage of the outstanding shares of Common Stock or the percentage of the combined voting power of the outstanding Voting Stock of the Company beneficially owned by any Person solely as a result of a reduction in the number of shares of Common Stock then outstanding due to the repurchase of Common Stock or Voting Stock by the Company, unless and until such time as (a) such Person or any Affiliate or Associate of such Person shall purchase or otherwise become the Beneficial Owner of additional shares of Common Stock constituting 1% or more of the then outstanding shares of Common Stock or additional Voting Stock representing 1% or more of the combined voting power of the then outstanding Voting Stock, or (b) any other Person (or Persons) who is (or collectively are) the Beneficial Owner of shares of Common Stock constituting 1% or more of the then outstanding shares of Common Stock or Voting Stock representing 1% or more of the combined voting power of the then outstanding Voting Stock shall become an Affiliate or Associate of such Person.

  • Retail installment transaction means retail installment transaction as defined in section 2 of the retail installment sales act, Act No. 224 of the Public Acts of 1966, being section 445.852 of the Michigan Compiled Laws.

  • Securitization Transfer The sale or transfer of some or all of the Mortgage Loans to a trust or other entity as part of a publicly-issued or privately-placed, rated or unrated mortgage pass-through or other mortgage-backed securities transaction.

  • Qualified Securitization Transaction means any transaction or series of transactions that may be entered into by the Company or any of its Restricted Subsidiaries pursuant to which the Company or any of its Restricted Subsidiaries may sell, convey or otherwise transfer to:

  • Asset Transfer means a sale, lease, exclusive license or other disposition of all or substantially all of the assets of the Company.

  • Permitted Securitization Transaction Any financing transaction undertaken by the Seller or an Affiliate of the Seller that is secured, directly or indirectly, by the Collateral or any portion thereof or any interest therein, including any sale, lease, whole loan sale, asset securitization, secured loan or other transfer.