UNSUITABILITY
Unsuitable (Unsuitability) is a circumstance where an investor’s investment strategy is within his or her means and does not meet his or her objectives. It is the duty of financial professionals to take the appropriate steps to make sure that an investment suits the client. In the United States, rules enforcing these kind of steps are within the jurisdiction os NASD.
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Dynasty Trust
Long-term trusts made to pass wealth from one generation to another without paying transfer taxes including estate and gift taxes. The trust can su ...
C&I
Loan made to a business or company, not to an individual, which provides either working capital or finances key capital expenditures. Usually short ...
Hypermarket
Hypermarket is a combination of a department store and a grocery supermarket. A hypermarket offers various products like clothing, groceries, and a ...
Assets Under Management
The asset's market value which an investment company handles on behalf of investors. Assets Under Management (AUM) is perceived as a scale of s ...
Business Income Coverage Form
Insurance policy which covers a loss of income a firm incurs due to a slowdown or temporary suspension of its operations because if damage to its p ...
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SEE FOREX TUTORIAL
Gauging Inflation
In the United States, the inflation rate was 0.2% through the 12 months ended July. In the United Kingdom, inflation was 0.1% in July.
A Guide to Your Personal Income Tax: Common Filing Mistakes
Failure to file the return on time is the most common mistake committed by taxpayers. Here are some of the other mistakes, which can cost you a lot ...
Ethical Investing: Knowing Human Rights and Workers` Rights
Ethical investors want to know how corporations treat people, specifically their workers. They depend on the UN Universal Declaration of Human Righ ...
Principles of Trading: Well Known Trading Instruments
Traders look at two primary factors when choosing the instruments they desire to trade: liquidity and volatility. Liquidity is the extent to which ...
Retirement Planning: Creating a Nest Egg
Last time, we discuss the different income sources for building a retirement fund. We shall now tackle the ways to create a retirement nest egg.
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