| MFS FAMILY OF FUNDS MASSACHUSETTS FINANCIAL SERVICES COMPANY
73548893 19 Jul 1985 | on 15 Nov 2016
| FINANCIAL SERVICES - NAMELY, PROVIDING INVESTMENT MANAGEMENT AND ADMIN... Class 036 Class 036 Insurance & Financial Services FINANCIAL SERVICES - NAMELY, PROVIDING INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES FOR MUTUAL FUNDS | | | DISCIPLINED DIVERSIFICATION Massachusetts Financial Services Company
76578192 26 Feb 2004 | on 24 Apr 2015
| Financial services; namely, financial investment, financial advice, an... Class 036 Class 036 Insurance & Financial Services Financial services; namely, financial investment, financial advice, and the management, administration and distribution of mutual funds, variable annuities and other investment funds for investment companies and others | | | POWERED BY IRIS Massachusetts Financial Services Company
88247743 02 Jan 2019 | on 17 Sep 2024 | Management, administration and distribution of investment products, na... Class 036 Class 036 Insurance & Financial Services Management, administration and distribution of investment products, namely, mutual funds, variable insurance trusts, investment trusts, money market funds, fixed income products, equity products, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds and portfolios | | | DISCIPLINED DIVERSIFICATION Massachusetts Financial Services Company
85418236 08 Sep 2011 | on 28 Apr 2023 | financial services, namely, financial investment, financial advice, in... Class 036 Class 036 Insurance & Financial Services financial services, namely, financial investment, financial advice, investment advisory and management services, and the establishment, management, administration and distribution of mutual funds, variable annuities and other investment funds for investment companies and others | | | TIME IS AN ASSET Massachusetts Financial Services Company
86833886 30 Nov 2015 | on 03 Feb 2023 | Mutual fund investment services; administration and distribution of in... Class 036 Class 036 Insurance & Financial Services Mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information | | | EXPERTISE THROUGH COLLABORATION Massachusetts Financial Services Company
90672211 26 Apr 2021 | on 24 Oct 2022 | mutual fund investment services; administration and distribution of in... Class 036 Class 036 Insurance & Financial Services mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information | | | ONE IRA -THREE GENERATIONS OF INCOME Massachusetts Financial Services Company
76180883 14 Dec 2000 | on 27 May 2022 | financial services, namely providing investment management services an... Class 036 Class 036 Insurance & Financial Services financial services, namely providing investment management services and providing advice on financial, investment and retirement issues | | | EXPERTISE THROUGH COLLABORATION Massachusetts Financial Services Company
86230991 25 Mar 2014 | on 26 Nov 2021 | mutual fund investment services; administration and distribution of in... Class 036 Class 036 Insurance & Financial Services mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information | | | THERE IS NO EXPERTISE WITHOUT COLLABORATION Massachusetts Financial Services Company
86230992 25 Mar 2014 | on 26 Nov 2021 | mutual fund investment services; administration and distribution of in... Class 036 Class 036 Insurance & Financial Services mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information | | | HELPING YOURSELF HELPING YOUR PARENTS HELPING YOUR CHILDREN Massachusetts Financial Services Company
75612999 29 Dec 1998 | on 05 Nov 2021 | providing investment advice regarding intergenerational issues, namely... Class 036 Class 036 Insurance & Financial Services providing investment advice regarding intergenerational issues, namely estate planning and advice regarding assistance to parents and children | |