|
|
Enron Mail |
OK, got it. Rob ______________________________ Reply Separator _________________________________ Subject: RE: Re[2]: Pension Rollover Author: "Tycholiz Barry" <Barry.Tycholiz@ENRON.com< at Internet-Mail Date: 8/22/2001 1:52 PM I want to leave those funds with Jacy.... BT -----Original Message----- From: rob_mcdill_at_love-&-persson@ricemail.ricefinancial.com [mailto:rob_mcdill_at_love-&-persson@ricemail.ricefinancial.com] Sent: Wednesday, August 22, 2001 2:29 PM To: Tycholiz, Barry Subject: Re[2]: Pension Rollover Barry: I will send a note to Jacy. Also the funds I think we will go into are going to be more heavily weighted towards stocks, but will have some bonds as well, that what makes them a balanced fund. Also, do want us to manage the money Jacy has, or do you want to leave it with him? No problem either way, just let me know. Rob ______________________________ Reply Separator _________________________________ Subject: RE: Pension Rollover Author: "Tycholiz Barry" <Barry.Tycholiz@ENRON.com< at Internet-Mail Date: 8/22/2001 10:27 AM I wasn't worried for a second. I would like to have these funds in a portfolio that has a better performance than money markets. I already have a decent amount of money ( 60K) in the Rice portfolio thru andrew agencies in Virden. You may want to look at exactly what that is, contact Jacy Whyte at Andrew Agencies... he will get you the details for Kim and I. Was there a particular index fund you had in mind? What do you mean by balanced ? Once we put it there I don't plan on touching or managing this until I return to Canada. Thanks, talk to you soon. BT -----Original Message----- From: rob_mcdill_at_love-&-persson@ricemail.ricefinancial.com [mailto:rob_mcdill_at_love-&-persson@ricemail.ricefinancial.com] Sent: Tuesday, August 21, 2001 4:45 PM To: Tycholiz, Barry Subject: Pension Rollover Barry: You probably thought I had forgotten about you! I had not. I wanted to iron out some areas of concern from my end here. As you know, I am not supposed to do an investment for you while you are a resident of the US. I have discovered that if we put the money into an account and not make moves on it until you move back to Canada, then we can do it if I use a Canadian address. I was advised to put the money into a balanced fund and leave it there for now. My thoughts are to move it to a couple of funds in a self administered account and NOT make any moves with it. Please review this note, and let me know what you think. If all is ok I will mail you the forms to sign (which you signed here), and we will get this moving. Hope all is well with you down there. Regards Rob ********************************************************************** This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. **********************************************************************
|