a type of periodic plan involving the periodic purchase and redemption of mutual funds or unit investment trusts in specified amounts. Customers may engage in an investment company plan by contractual agreement or through an individual retirement account or qualified pension plan.
Series 26: Investment Company Plan
Taken from our Series 26 - Investment Company Products/Variable Contract Limited Principal Exam
Definition of the term Investment Company Plan...
Since you're reading about Series 26: Investment Company Plan, you might also be interested in:
Please Enable Javascript
to view this content!
to view this content!