Investment Profile definition

Investment Profile or “Profile” means one of the distinct Investment Profiles under the RBC Managed Portfolios .
Investment Profile means the following information, but is not limited to, the retail investor’s age, other investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other information the retail investor may disclose to the broker, dealer, or a natural person who is an associated person of a broker or dealer in connection with a recommendation.
Investment Profile has the meaning specified in clause A25.1(a);

Examples of Investment Profile in a sentence

  • Source: Lazard Asset Management Investment Profile The Lazard European Alternative Fund aims to deliver steady capital appreciation with reduced volatility by taking long and short positions in the shares of European companies.

  • A – Investment Profile – select* % for each Investment ChoiceReturn this completed form to:legalsuper pension Locked Bag 5081Parramatta NSW 2124Phone: 1800 060 312Cash .

  • The Needs Analysis and Investment Profile (to be termed collectively as “Investment Objectives”) shall be recorded in the Client Investment Profile or such document as the Bank may require from time to time.

  • Option C only applies if you have an existing Direct Investment Option (DIO).If you select option ‘A – Investment Profile – select*’ you must select at least one investment option and your selection can only be up to 2 decimal places and must add up to 100%.If you select option ‘B – Investment Profile – transfer*’ legalsuper will use the closing dollar balance of your superannuation option(s) to commence the same or equivalent pension investment option(s).

  • Financing Low-Carbon, Climate-Resilient Urban Infrastructure in Asia and the Pacific: City Climate Investment Profile – Ho Chi Minh City.

  • The Bank gives no assurance or guarantee that the performance of the Assets credited to the Customer’s Portfolio Account will achieve the objectives of the Customer as stated in the Client Information Investment Profile or otherwise.

  • The ability of legalsuper to transfer an existing DIO account is subject to eligibility requirements.A – Investment Profile – select* % for each Investment ChoiceReturn this completed form to:legalsuper pension Locked Bag 5081Parramatta NSW 2124Phone: 1800 060 312Cash .

  • These include activities such as commerce and trade, agriculture and livestock keeping, small-scale industrial production and service provision E.g. transport, hotel, medical services, and civil service (Mbeya City Council Investment Profile 2010).

  • Minimums You must invest and maintain a minimum balance of Deposits Your deposits will only be accepted once the application to open an RBC Managed Portfolios Account has been approved by RMFI and subsequent to your selection of an Investment Profile .

  • It is estimated that 33.3% of City residents depend on agriculture for their livelihood;21% are employed in the public sector which is mainly service provision and 43.4% are engaged in the informal sector which is mainly small scale production, petty trade and selling of agricultural crops and 2.3% home works and others (Mbeya City Council Investment Profile, 2010).


More Definitions of Investment Profile

Investment Profile or “Profile” means one of the distinct investment models under the RBC Managed Portfolios;
Investment Profile means, in respect of a Member, the proportions in each Investment Portfolio that the Member indicates to the Manager he or she would like their interest in the Scheme to be invested;
Investment Profile means the Equities-biased, Property-biased and Commodities-biased Investment Profiles specified in the Term Sheet;
Investment Profile means the Equities-biased, Balanced and Commodities-biased Investment Profiles specified in the Term Sheet;”Investment Profile Return” means for a given Investment Profile, a percentage determined by the Issuer in accordance with the following formula:
Investment Profile the investment profile for the Partnership, as set

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