Sentences with phrase «concerning qualified investments»

But the rules concerning qualified investments can be complex and detailed, especially when your investment is something other than a plain vanilla, blue chip Canadian stock.

Not exact matches

To qualify for special tax treatment, mutual funds must comply with rules concerning the types of investments they make, the payment of dividends, and various other matters.
You should always seek the guidance of qualified and licensed professionals concerning your personal insurance, investment, or tax matters.
Each Fund intends to qualify as regulated investment company under Subchapter M of the Internal Revenue Code of 1986, as amended (the «Code»), which requires compliance with certain requirements concerning the sources of its income, diversification of its assets, and the amount and timing of its distributions to shareholders.
Emma Sutcliffe Qualified: 2005 Made partner: 2015 Key cases: Advising a leading investment bank on internal regulatory investigations and response to the FCA; acting for a global bank in litigation concerning commissions and payment protection insurance.
Tom Cummins Qualified: 2007 Made partner: 2015 Key cases: Advising Rusal on a multibillion - dollar shareholder arbitration concerning Rusal's investment in Norilsk Nickel; advising Rusal on an LCIA arbitration relating to a $ 50bn commodity supply contract.
Mark Stefanini Qualified: 2006 Made partner: 2015 Key cases: Advised a Spanish real estate investment fund in relation to litigation concerning breaches of loan documentation, material adverse change and issues of delay and failure to provide information in relation to the construction of a London hotel.
«The bank is mostly interested in lending money to qualified buyers — with the buyer's investment being a secondary concern,» Linsin says.
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