Sample investment policy statement for qualified plans (employer-directed investment guidelines)
Evaluating APM advisors
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003634550 / 1993-08-23
Date of Publication:
June 11, 1993
Date of Creation:
1993
Title:
Evaluating APM advisors : how APM develops and monitors its reference list.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards surviving in a low interest rate world
example document: A.G. Edwards surviving in a low interest rate world
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Yield comparison calculator--tax-free versus taxable returns
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663628 / 1993-10-18
Date of Publication:
September 1, 1993
Date of Creation:
1993
Title:
Yield comparison calculator--tax-free versus taxable returns.
Description:
Device.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Tax-saving checkup
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663648 / 1993-10-18
Date of Publication:
August 11, 1993
Date of Creation:
1993
Title:
Tax-saving checkup.
Application Title:
Tax reform 93, tax-saving checkup.
Description:
Form.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Updates on current retirement plan topics
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663649 / 1993-10-18
Date of Publication:
August 12, 1993
Date of Creation:
1993
Title:
Updates on current retirement plan topics.
Series:
RP news ; Aug. 1993
Description:
2 p.
Number of similar titles:
5
Other Title:
RP news ; Aug. 1993
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Stage II profit sharing trust agreement
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663651 / 1993-10-18
Date of Publication:
September 28, 1993
Date of Creation:
1993
Title:
Stage II profit sharing trust agreement.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Make your move today to capture the king of IRA benefits
example document: Make your move today to capture the king of IRA benefits
Now choose from two A. G. Edwards fixed-income managed accounts
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663652 / 1993-10-18
Date of Publication:
August 17, 1993
Date of Creation:
1993
Title:
Now choose from two A. G. Edwards fixed-income managed accounts.
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Eight fallen angel stocks
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663667 / 1993-10-18
Date of Publication:
September 17, 1993
Date of Creation:
1993
Title:
Eight fallen angel stocks : bad news brings good news.
Description:
Pamphlet.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
The new tax law means the time to unleash the power of tax-free municipal bonds is now
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663668 / 1993-10-18
Date of Publication:
September 24, 1993
Date of Creation:
1993
Title:
The new tax law means the time to unleash the power of tax-free municipal bonds is now.
Description:
Pamphlet.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Tax-exempt fixed-income investment philosophy
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003663712 / 1993-10-18
Date of Publication:
August 12, 1993
Date of Creation:
1993
Title:
Tax-exempt fixed-income investment philosophy : the A. G. Edwards managed account.
Series:
Professional portfolio management
Description:
Pamphlet.
Other Title:
Professional portfolio management
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Updates on current retirement plan topics
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678492 / 1993-12-14
Date of Publication:
October 29, 1993
Date of Creation:
1993
Title:
Updates on current retirement plan topics.
Series:
RP news
Description:
Folder.
Number of similar titles:
5
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Basic profit sharing plan adoption agreement
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678494 / 1993-12-14
Date of Publication:
October 18, 1993
Date of Creation:
1993
Title:
Basic profit sharing plan adoption agreement : stage 1.
Description:
5 p.
Variant title:
Basic profit sharing plan adoption agreement : stage 1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Things change. Will you be financially ready when a major life change occurs?
example document: Things change. Will you be financially ready when a major life change occurs?
Broker workstation
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678495 / 1993-12-14
Date of Publication:
October 5, 1993
Date of Creation:
1993
Title:
Broker workstation : branch system administrator (BSA) manual.
Edition:
Rough draft 9/3/93.
Description:
26 p.
Number of similar titles:
3
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
The new tax law means the time to unleash the power of tax-free municipal bonds is now
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678505 / 1993-12-14
Date of Publication:
October 4, 1993
Date of Creation:
1993
Title:
The new tax law means the time to unleash the power of tax-free municipal bonds is now.
Description:
Pamphlet.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
5 money-saving reasons to have a business retirement plan
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678506 / 1993-12-14
Date of Publication:
October 12, 1993
Date of Creation:
1993
Title:
5 money-saving reasons to have a business retirement plan.
Description:
Pamphlet.
Other Title:
Money-saving reasons to have a business retirement plan
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Are your finances getting a little wild?
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678507 / 1993-12-14
Date of Publication:
November 2, 1993
Date of Creation:
1993
Title:
Are your finances getting a little wild?
Description:
Pamphlet.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
The Market Street
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003678508 / 1993-12-14
Date of Publication:
November 5, 1993
Date of Creation:
1993
Title:
The Market Street.
Description:
Greeting card.
Number of similar titles:
1
Similar Title:
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
[Christmas card (bears opening bull in package)]
Type of Work:
Art work
Registration Number / Date:
TX0003678528 / 1993-12-14
Date of Publication:
November 5, 1993
Date of Creation:
1993
Title:
[Christmas card (bears opening bull in package)]
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Title from appl.
Names:
Broker vision
Type of Work:
Motion picture or filmstrip
Registration Number / Date:
TX0003694844 / 1994-08-17
Date of Publication:
June 22, 1994
Date of Creation:
1994
Title:
Broker vision : the adventure begins.
Description:
Videocassette ; 1/2 in.
Number of similar titles:
4
Variant title:
Broker vision : the adventure begins
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Stage II profit sharing adoption agreement
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003700984 / 1993-10-18
Date of Publication:
September 28, 1993
Date of Creation:
1993
Title:
Stage II profit sharing adoption agreement.
Copyright Note:
C.O. correspondence.
Description:
8 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Tax saver special report
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003700985 / 1993-10-18
Date of Publication:
August 28, 1993
Date of Creation:
1993
Title:
Tax saver special report : tax reform 1993.
Copyright Note:
C.O. correspondence.
Description:
11 p.
Variant title:
Tax saver special report : tax reform 1993
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Things change. Will you be financially ready when a major life change occurs?
example document: Things change. Will you be financially ready when a major life change occurs?
Shield retirement savings from new higher taxes
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003730078 / 1994-02-17
Date of Publication:
January 12, 1994
Date of Creation:
1994
Title:
Shield retirement savings from new higher taxes.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
What year-end strategies can you use now to cut your taxes?
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003730079 / 1994-02-17
Date of Publication:
November 24, 1993
Date of Creation:
1993
Title:
What year-end strategies can you use now to cut your taxes?
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Start smart
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003730080 / 1994-02-17
Date of Publication:
January 12, 1994
Date of Creation:
1994
Title:
Start smart.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
1993 tax reporting
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003730143 / 1994-02-17
Date of Publication:
January 12, 1994
Date of Creation:
1994
Title:
1993 tax reporting : answering your clients' questions.
Description:
120 p.
Variant title:
1993 tax reporting : answering your clients' questions.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Expanded profit sharing disclosure requirements
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003739862 / 1994-02-17
Date of Publication:
January 18, 1994
Date of Creation:
1994
Title:
Expanded profit sharing disclosure requirements.
Series:
Stage II
Description:
14 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
401(k) disclosure requirements
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003739863 / 1994-02-17
Date of Publication:
December 31, 1993
Date of Creation:
1993
Title:
401(k) disclosure requirements.
Application Title:
401(k) disclosure documents.
Series:
Stage II
Description:
14 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Stage I
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003750511 / 1993-02-14
Date of Publication:
October 18, 1993
Date of Creation:
1993
Title:
Stage I : basic profit sharing plan trust agreement.
Basis of Claim:
New Matter: "additional text."
Copyright Note:
C.O. correspondence.
Description:
48 p.
Variant title:
Stage I : basic profit sharing plan trust agreement
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
The year in review '93
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003787497 / 1994-06-22
Date of Publication:
April 21, 1994
Date of Creation:
1994
Title:
The year in review '93 : A. G. Edwards Higher Education Finance Group ranks among top firms.
Description:
Folder.
Variant title:
The year in review '93 : A. G. Edwards Higher Education Finance Group ranks among top firms
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company confidential personal and financial survey
example document: A.G. Edwards Trust Company confidential personal and financial survey
Investor alert: new SEC regulation will affect how you handle investment transactions
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003787498 / 1994-06-22
Date of Publication:
May 27, 1994
Date of Creation:
1994
Title:
Investor alert: new SEC regulation will affect how you handle investment transactions.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
Employee benefit trust services
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003787499 / 1994-06-22
Date of Publication:
April 13, 1994
Date of Creation:
1994
Title:
Employee benefit trust services : a skilled professional helping you meet important responsibilities.
Description:
Folder.
Number of similar titles:
5
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Asset allocation with variable annuities
example document: Asset allocation with variable annuities
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