Tag: clients
Saitori
What is 'Saitori' A member of the Tokyo Stock Exchange who facilitates the trading of securities by matching buy and sell orders....
Ras Al Khaimah Investment Authority (RAKIA)
What is 'Ras Al Khaimah Investment Authority - RAKIA' An organization established under a 2005 decree issued by the ruler of Ras...
Safe Harbor
What is 'Safe Harbor' Safe harbor refers to a legal provision to reduce or eliminate liability in certain situations as long as...
Value Proposition
DefinitionA value proposition is a promise of value to be delivered, communicated, and acknowledged. It is also a belief from the customer about how...
Generation Gap
What is a 'Generation Gap' A generation gap consists of the differences in opinions expressed by members of two different generations. More...
Target-Date Fund
Target-date funds are a type of mutual fund that is designed to meet the investment needs of a particular target date. They are often...
Tax Advisor
DefinitionA tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are...
Tax Credit
DefinitionA tax credit is a tax incentive which allows certain taxpayers to subtract the amount of the credit they have accrued from the total...
Dawn Raid
DefinitionA police raid is a visit by police or other law enforcement officers often in the early morning or late at night, with the...
Know Your Client (KYC)
What is 'Know Your Client - KYC' The Know Your Client form is a standard form in the investment industry that ensures...