Sentences with phrase «called qualified investors»

So far SolarCity's securities are being sold only to so - called qualified investors — wealthy individuals and institutions.

Not exact matches

For more than a decade, the so - called qualified foreign institutional investor scheme has allowed overseas investors to buy A-shares.

Investors should keep in mind that while monthly distributions from bond ETFs are often called «dividends,» interest from the underlying bond holdings aren't considered qualified dividends, and are taxed as ordinary income.

Making a so - called «qualified mortgage» (QM), which can't have riskier features like interest - only payments or balloon payments, protects a mortgage lender from liability if it sells the loan to investors and then the borrower defaults.

Requirement # 4: The most common exchange format, the delayed exchange, requires investors to work with an IRS - approved third - party principal called a qualified intermediary.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

The Excalibur action stemmed from a private placement of shares and warrants in a Chinese corporation called Southern China Livestock that were marketed and sold by the company's American owners to persons who qualified as accredited investors under the U.S. Securities Act of 1993.

In a unanimous decision, the tribunal - which had been constituted under the auspices of the World Bank's International Centre for Settlement of Investment Disputes (ICSID) Additional Facility Rules (the Additional Facility)- ruled that it lacked jurisdiction over NSPI's claims because NSPI was not an «investor» who had made a qualifying «investment» in Venezuela as called for by the Canada - Venezuela Bilateral Investment Treaty (Canada - Venezuela Treaty).

Investors enter into a legal agreement called the Qualified Exchange Accommodation Agreement («QEAA») with an Exchange Accommodation Titleholder («EAT»).

«I think that there's going to need to be an increasing sense, a call from people that this is safe, that there's no fraud here, that there's enough disclosure documentation provided by the portal so that qualified investors can browse the site and make good, smart, investment decisions,» he says.