In a message dated 08/18/03 12:49:17 AM Eastern Daylight Time, spepper@bivio.com writes: Our investment club currently requires every member to pay the same amount of dues each month and we assesses a late fee when the payment is not received on time. We are considering ...
We are an existing investment club and have been trying to convert to Bivio for several weeks with little success. We are, therefore, seeking a club in Memphis, TN with someone who would be willing to help us with the conversion. Is there anyone out ...
We are an existing investment club and have been trying to convert to Bivio for several weeks with little success. We are, therefore, seeking a club in Memphis, TN with someone who would be willing to help us with the conversion. Is there anyone out ...
I see several "quick links" when I sign on to Bivio, including under "Investments" Bought stock, sold stock, and stock dividends. Any chance of getting a "reinvested dividend" quick link added?? Thanks!
>>Ira said << Of course, your partnership agreement must allow you to transfer shares. >> Are you saying that if your agreement is mute on the issue, you are precluded from using shares for the payoffs? I am not convinced that this is the case. ...
>>We have a member who is withdrawing and we want to pay her off in two or three payments. She will be getting cash and we don't want to sell any of our stocks. How do I handle this in the withdrawl page, where it ...
We have a member who is withdrawing and we want to pay her off in two or three payments. She will be getting cash and we don't want to sell any of our stocks. How do I handle this in the withdrawl page, where it ...
We had a member withdraw who did not cash her withdrawal check. The funds were returned to our brokerage account after a year. How do we record this in Bivio? Is this something for a suspense account? The former member has since moved across the ...
Do NOT do this!!! You are looking for trouble. Any beneficiary designation will not be binding on the partnership and any attempt by the partnership to follow the instructions of such a designation may open the partnership to a suit from the executor of the ...
As long as you have at least two members, you can still maintain your club. What you are probably referring to is the rule that if more than 50% of the ownership interest in a partnership is sold or transferred within a year, the partnership ...
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You are dealing with what is known as an escheatment issue. If you hold an asset that does not belong to you (the former partner's investment value), the value eventually must be transferred to the State. This is a common issue in business where a ...
Do any of you guys have a beneficiary form completed by each partner. My club is considering having each partner complete a beneficiary form and let the secretary keep this on file. We will also scan these documents into a computer. I was thinking of ...