|
|
|
FEE-FREE RSP & RIF TRANSFERS |
Friday, July 24, 2009
Greetings Member-Partners and friends,
For a limited-time only, when you transfer or make a new RSP or RIF investment with League, we'll pay your Olympia Trust account opening and/or transaction fee.
Starting today, and until March 31st, 2010, when you make a new contribution or transfer $5,000 or more from another financial institution into a new League RSP or RIF investment, League will reimburse you the first-time account opening fee of up to $210. Existing RSP/RIF members can make a new contribution or transfer of $5,000 or more and League will reimburse* the $75 transaction fee. It's that simple.
The reason behind this special treatment is also simple: it's a demonstration of our commitment to "do for others, as we would have them do for us" -- just as we said we would in the first tenet of Our Credo.
This is a limited-time offer, and the institution that currently holds your investment is certainly in no hurry to release your funds. So be sure to get started now. Our Member Services staff will help you complete the paperwork to expedite the transfer(s).
Should you require assistance or have questions about this or any other investment matter, please do not hesitate to contact us at any time. As your fellow Member-Partners in League, we're here to help.
We're pleased to offer these savings to you and would be happy to extend the same benefit to your friends and colleagues. Such referrals are greatly appreciated. After all, any friend of yours is a friend of League's.
Warmest regards, |

Emanuel F. Arruda, Founding Partner
League Assets Corp.
Learn, Earn, Live, Give.™
-------------------------------------------------------------------- Qui dedit benificium taceat; narret qui accepit -- Let him who has done a good deed be silent; let him who has received it tell it. - Seneca - --------------------------------------------------------------------
* This offer does not apply to any other fees which may occur, such as those which may occur upon partial de-registration of RSP funds or "extra" lump sum payments from a RIF account.
|
Reminders...
The State of the Units Report for the REIT is published quarterly in March, June, September and December on this web page. This includes detailed updates on ongoing activities at each property.
Distribution payments for the REIT begin on the 21st day of the month following the day you invest. You need not wait until the next revaluation to subscribe and begin receiving your distribution payment.
Tax slips are issued for Limited Partnership and REIT unitholders by March 31st each year. Please note that electronic filing is not possible for Limited Partnerships less than one year old.
New unit values for the REIT are announced on the last day of February, May, August and November. Complete portfolio reappraisals take place prior to the May and November revaluations. At the February and August revaluations, only those properties that we expect to have changed in value are selected for reappraisal. To review how the revaluations are performed, click here or review the Frequently Asked Questions section of the current Investment Overview available in the Members Area. |
|
|
|
|
|
|
 |
|