Get the free Sterling Capital Sales Charge Waiver AddendumApril2013doc

This document is used to request a sales charge waiver for additional investments into Class A shares, detailing rights of accumulation, letters of intent, and NAV trades.

How to fill out sterling capital sales charge

How to fill out sterling capital sales charge:

1. Start by gathering all the necessary information and documents required for filling out the sterling capital sales charge form. This may include personal identification, financial information, and investment details.
2. Carefully read and understand the instructions provided on the sterling capital sales charge form. It is essential to follow the directions accurately to avoid any errors or delays in processing.
3. Begin by providing your personal details, such as name, address, phone number, and social security number, as requested on the form.
4. Next, input the relevant investment information, including the name of the investment, the amount invested, and any additional details required by the form.
5. Calculate and fill in the sales charge, ensuring that it is accurate according to the applicable rate or percentage provided by sterling capital.
6. Double-check all the information you have provided on the form for accuracy and completeness. It is crucial to review the form thoroughly to minimize the risk of errors.
7. Sign and date the sterling capital sales charge form, indicating your agreement and understanding of the information provided.
8. Submit the completed form to the appropriate sterling capital representative or follow the given instructions to submit it online.

Who needs sterling capital sales charge?

1. Individuals who have invested or are planning to invest in financial products offered by sterling capital may need to pay a sales charge.
2. Investors who wish to purchase mutual funds, bonds, or other investment options provided by sterling capital may be required to pay a sales charge.
3. Clients who use sterling capital as their investment or financial advisor may need to pay sales charges on certain investment transactions as per their agreement or contract.

Note: It is essential to consult with a financial advisor or representative from sterling capital to determine if you are subject to a sales charge and to understand the specific requirements and fees associated with the sterling capital sales charge.

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What is sterling capital sales charge?

The sterling capital sales charge is a fee that is imposed on investors when they buy or sell shares of a sterling capital mutual fund.

Who is required to file sterling capital sales charge?

Investors who buy or sell shares of a sterling capital mutual fund are required to pay the sterling capital sales charge.

How to fill out sterling capital sales charge?

To fill out the sterling capital sales charge, investors need to provide information such as their account details, the number of shares bought or sold, and the applicable sales charge rate.

What is the purpose of sterling capital sales charge?

The purpose of the sterling capital sales charge is to cover the costs associated with selling and distributing mutual fund shares, as well as providing compensation to brokers and financial advisors.

What information must be reported on sterling capital sales charge?

The information that must be reported on the sterling capital sales charge includes the investor's account details, the number of shares bought or sold, and the applicable sales charge rate.