Time Horizon Sample Clauses

Time Horizon. When do you expect to need your money? For example, to buy a house, pay for education or to retire. Your investment plan will take into account the timing of your cash flow needs.

Time Horizon. E.2.1 Investments in the Portfolio are a long term investment and the client should be aware that if they need to realise the investments at short notice the value of investments may be significantly lower due to market fluctuations.

Time Horizon. 18. Time horizon How long do you intend to hold the portfolio? Short term (2-4 years) Medium term (5-10 years) Long term (over 10 years)

Time Horizon. How long do you expect to leave the portfolio invested without making major redemptions? Less than 2 years. 2-5 years. 6-9 years. More than 10 years.

Time Horizon. The Congregation expects to maintain the great majority of its assets invested for a period of 5 years or more. It does not anticipate requesting the return of capital from ELFEC in large amounts within that period.

Time Horizon. Time horizon is the period from now to when you will need to access a significant portion of the money invested. This will be determined by asking you the following: ■ How many years do you expect to be saving before beginning to withdraw from the Account? ■ After reaching your saving goal, indicate the approximate number of years you plan to make withdrawals? Why do we need to know this? Mutual funds may increase or decrease in value. The less time you have to invest the less time your investment has to recover losses from any downturns in the market. On the other hand, if you have more time to invest there may be more time to ride out any market volatility.

Time Horizon. Is the period from now to when the client will need access to a significant portion of the money invested. For example to: buy a house, pay for education, or enter retirement.

Time Horizon. Less than 3 years 3-6 years 7-10 years Over 10 years Please indicate in this section how soon you may require your investments returned to you. We understand that that circumstances do change over time. Are there are any special circumstances in the future that you would like us to be aware of: e.g. a wedding, moving house or long term care requirements Types of company to avoid: (e.g. Tobacco, Military etc.) Geographical areas to avoid: (e.g. Far East, North America etc.) Maximum Value (£) or Maximum Amount (%) (Maximum amount which should, ideally, be involved in any one transaction or proportion of portfolio) We will not automatically seek to rebalance the portfolio when the value of a holding exceeds the designated portfolio weighting or above the maximum value limit due to price movement. We may buy funds on your behalf that may contain stocks/asset classes/geographical areas that conflict with your restrictions but we cannot monitor this. Any other considerations you would like us to acknowledge? Please initial the relevant boxes to describe your experience and knowledge of investments Do you have experience of dealing in any of the following? Funds (Unit trusts, OEICS, replicated ETF’s) Bonds / Fixed Interest Complex stocks (synthetic ET- F’s, Hedge Funds, Warrants, derivatives) How many years experience do you have trading in these products? 1-4 5+ Please provide a brief description of the source of funding for the portfolio e.g. savings, existing investments, proceeds from property sale. Name of Bank or Building Society Account Name Account Number Sort Code

Time Horizon. This is the period from now to when you will need access to some or all the money invested. For example, to buy a house, pay for education, or enter retirement. The length of your time horizon impacts the types of investments that may be suitable for you. Investors with a longer investment time horizon may have a greater degree of flexibility when building a portfolio, whereas a short investment time horizon may mean that conservative investments may be the only suitable option.

Time Horizon. The length of my investment time horizon impacts the types of investments that may be suitable for me. Investors with a time horizon of greater than three years have a greater degree of flexibility when building a portfolio (although risk tolerance and investment objectives must also be considered). If I have a very short time horizon, more conservative investments like GICs or money market funds may be the only suitable option for me. Indicate time horizon that is suitable for me.