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This form allows shareholders to authorize CIBC Mellon Trust Company to apply optional cash payments for the purchase of common shares of Sun Life Financial Inc. under the Canadian Dividend Reinvestment
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How to fill out optional cash purchase form
How to fill out Optional Cash Purchase Form
01
Obtain the Optional Cash Purchase Form from your investment account portal or request it from your broker.
02
Fill in your personal information, including your name, address, and account number.
03
Specify the amount of cash you wish to invest in the purchase.
04
Select the payment method for the purchase (e.g., bank transfer, check).
05
Review the details to ensure accuracy.
06
Sign and date the form where indicated.
07
Submit the completed form to the designated department or email it to the provided address.
Who needs Optional Cash Purchase Form?
01
Investors looking to purchase additional shares in a company without incurring brokerage fees.
02
Shareholders who want to take advantage of the company's optional cash purchase program.
03
Individuals wanting to diversify their investment portfolio through direct share purchases.
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People Also Ask about
What is the PSA agreement?
A purchase and sale agreement (PSA), also called a sales and purchase agreement (SPA) or an agreement for purchase and sale (APS), is an agreement between a buyer and a seller of real estate property, company stock, or other assets.
What is the legal contract between buyer and seller?
A sales and purchase agreement (SPA) is a binding legal contract that obligates a buyer to buy and a seller to sell a product or service. SPAs are often used in real estate deals or when two parties are transacting a large item or a large number of items.
What is a formal agreement between buyer and seller?
It is a formal document that evidences the sale and purchase of certain goods or immovable property. An agreement for sale is a legal document and a written promise to transfer certain goods or property for consideration (money).
Is an option to purchase a contract?
You must state the serial number of the OTP when you submit a resale application to HDB. The OTP is a legally binding contract between you and the flat buyers.
What makes a purchase agreement legally binding?
The two parties should fully understand and agree to all the terms and conditions outlined in the purchase agreement. Both parties must sign the purchase agreement for it to be legally binding.
How do you format a purchase agreement?
How to draft a purchase agreement Name and contact information for buyer and seller. The address of the property being sold. The price to be paid for the property. The date of transfer. Disclosures. Contingencies. Signatures.
What is a legal contract between buyer and seller?
A sales and purchase agreement (SPA) is a binding legal contract that obligates a buyer to buy and a seller to sell a product or service. SPAs are often used in real estate deals or when two parties are transacting a large item or a large number of items.
What is a binding agreement between buyer and seller?
An agreement to sell signifies the promise of a future transfer of property ownership, whereas a sale deed marks the actual transfer of property ownership to the buyer. While the former is a legally binding commitment, the latter completes the transaction, making the buyer the rightful owner of the property.
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What is Optional Cash Purchase Form?
The Optional Cash Purchase Form is a document that allows shareholders to purchase additional shares of stock directly from a company, usually at a set price.
Who is required to file Optional Cash Purchase Form?
Shareholders who wish to purchase additional shares through the company’s direct purchase plan are required to file the Optional Cash Purchase Form.
How to fill out Optional Cash Purchase Form?
To fill out the Optional Cash Purchase Form, shareholders need to provide their personal information, select the amount of additional shares they wish to purchase, and submit payment as instructed on the form.
What is the purpose of Optional Cash Purchase Form?
The purpose of the Optional Cash Purchase Form is to facilitate the process for existing shareholders to buy additional shares easily and often at a discounted price.
What information must be reported on Optional Cash Purchase Form?
The information that must be reported on the Optional Cash Purchase Form typically includes the shareholder's name, address, account number, the number of shares they wish to purchase, and payment details.
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