AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND
Filed: December 11, 2015
Financial recordkeeping for the financial administration of employee benefit, pension and retirement plans
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 86846599
AMERICAN FUNDS CORPORATE BOND FUND
Filed: October 21, 2016
Financial services, namely, [ financial analysis, evaluation and consultation; ] investment management and advice; mutual…
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 87211515
AMERICAN FUNDS EMERGING MARKETS BOND FUND
Filed: October 21, 2016
Financial services, namely, [ financial analysis, evaluation and consultation; ] investment management and advice; mutual…
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 87211568
AMERICAN FUNDS PREMIERPASSPORT
Filed: October 24, 2016
Business administration services in the field of retirement plan recordkeeping, namely, assisting plan sponsors with conversions…
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 87213304
PREMIERPASSPORT
Filed: October 24, 2016
Business administration services in the field of retirement plan recordkeeping, namely, assisting plan sponsors with conversions…
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 87213657
A MODEL PORTFOLIO FOR EVERY INVESTOR
Filed: August 11, 2017
Financial analysis and consultation; financial planning and investment advisory services; funds investment; Investment consultation…
Owned by: CAPITAL CLIENT GROUP, INC.
Serial Number: 87565990
