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  2. Investment certificate - Wikipedia

    en.wikipedia.org/wiki/Investment_certificate

    These surrenders would be shown on a 1099-R form for retirement accounts or a 1099-B for non-retirement accounts. Certificates also typically have lower surrender charges if the money is withdrawn early compared to CDs and feature a longer grace period between terms (generally between 14 and 16 days). (See: Certificate of deposit.)

  3. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management , asset management , insurance , annuities , and estate planning .

  4. Columbia Threadneedle Investments - Wikipedia

    en.wikipedia.org/wiki/Columbia_Threadneedle...

    Columbia Management Group and Threadneedle Asset Management were subsidiaries of Ameriprise Financial which were acquired in 2010 and 2003 respectively. Columbia Management was the asset management business of Bank of America .

  5. Form 4 - Wikipedia

    en.wikipedia.org/wiki/Form_4

    Form 4 is a United States SEC filing that relates to insider trading.Every director, officer and owner of more than 10 percent of a class of a particular company's equity securities registered under Section 12 of the Securities Exchange Act of 1934 must file with the United States Securities and Exchange Commission a statement of ownership regarding such security.

  6. Invesco - Wikipedia

    en.wikipedia.org/wiki/Invesco

    Invesco (then officially spelled with all-capital letters: INVESCO) was founded in Atlanta in 1978 when Citizens & Southern National Bank divested its money management operations. [4] In 1988, the company was purchased by the British firm Britannia Arrow , based in London, which later took the INVESCO name. [ 5 ]

  7. Mellon Financial - Wikipedia

    en.wikipedia.org/wiki/Mellon_Financial

    The $16.5 billion deal ($24.9 billion today) was announced in December 2006 and finalized on July 1, 2007, with Kelly as the chief executive officer (CEO) of the new company, and Renyi as executive chairman. [5] [6] Per the deal, the new Board of Directors is composed of ten directors appointed by the Bank of New York, and eight by Mellon. [7]

  8. 1121419 1 - highline.huffingtonpost.com

    highline.huffingtonpost.com/miracleindustry/...

    personally learned information and has come in contact with many documents that form the basis of the allegations in this Complaint. Judy Doetterl is an "original source" within the meaning of the False Claims Act, 31 U.S.C. § 3730(e)(4)(B), because she is an individual who has direct and

  9. Template (word processing) - Wikipedia

    en.wikipedia.org/wiki/Template_(word_processing)

    The term template, when used in the context of word processing software, refers to a sample document that has already some details in place; those can (that is added/completed, removed or changed, differently from a fill-in-the-blank of the approach as in a form) either by hand or through an automated iterative process, such as with a software assistant.