Tag: requirements
Canadian Securities Administrators (CSA)
What is 'Canadian Securities Administrators - CSA' A collective forum composed of all the provincial and territorial securities regulators of Canada. The...
Canadian Institute Of Actuaries (CIA)
What is 'Canadian Institute Of Actuaries - CIA' The Canadian Institute of Actuaries, or CIA, is an organization of the actuarial profession...
Pairoff
What is 'Pairoff' 1. A purchase of securities to offset a previously transacted sale of the same security. 2. A...
Qualified Professional Asset Manager (QPAM)
What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...
Qualified Retirement Plan
What is a qualified retirement plan
A qualified retirement plan is a type of retirement savings plan that offers certain tax advantages to encourage employees...
Qualified Eligible Participant (QEP)
What is 'Qualified Eligible Participant - QEP' An individual who meets requirements to trade in different investment funds, such as futures and...
Qualified Appraisal
What is a qualified appraisal and why do you need one
When you're buying or selling a home, it's important to have a qualified appraisal....
Qualified Exchange Accommodation Arrangements
What is 'Qualified Exchange Accommodation Arrangements' A strategy used in some 1031 exchanges where a third party, known as an "accommodation party,"...
Qualified Savings Bond
What are Qualified Savings Bonds
Qualified savings bonds are a type of investment that can offer certain tax advantages for taxpayers who meet the eligibility...
Value Engineering
DefinitionValue engineering is a systematic method to improve the "value" of goods or products and services by using an examination of function. Value, as...