Get the free Rule 22c-2 Sample Mutual Fund Agreement Package for Intermediaries - ici
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Model Variable Annuity Rule 22c2 Agreement
SHAREHOLDER INFORMATION AGREEMENT entered into as of (execution or
current date)
by and between the Fund and the Intermediary with an
effective date of (insert).
Optional
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What is rule 22c-2 sample mutual?
Rule 22c-2 is a regulation that requires mutual fund companies to disclose any transactions made outside of the normal trading process.
Who is required to file rule 22c-2 sample mutual?
Mutual fund companies are required to file rule 22c-2 sample mutual.
How to fill out rule 22c-2 sample mutual?
Rule 22c-2 sample mutual form must be completed with all relevant transaction information and submitted to the SEC.
What is the purpose of rule 22c-2 sample mutual?
The purpose of rule 22c-2 sample mutual is to prevent late trading and market timing in mutual funds.
What information must be reported on rule 22c-2 sample mutual?
Information such as the date of the transaction, the amount, the parties involved, and the reason for the transaction must be reported on rule 22c-2 sample mutual.
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