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What if a client wishes to have a specific fund redeemed to cover the fees?

April 26, 2017client cover fees fund redeemed wishes

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What if a client wishes to have a specific fund redeemed to cover the fees?

1 Answer

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Redemption instructions can be sent to our office, placed via wire order, to realize funds for fee payment. Clients must allow for a processing time of 4 business days and indicate the purpose of the redemption to cover the fee payment.