Sentences with phrase «discretion over assets»

Discretionary investment management: An investment manager has discretion over both asset allocation and individual security selection in relation to the assets held in the client's portfolio.

Not exact matches

Assets can be commingled and still be eligible to roll into another employer plan in the future; however, it is at the discretion of the receiving plan to determine what type of assets can be rolledAssets can be commingled and still be eligible to roll into another employer plan in the future; however, it is at the discretion of the receiving plan to determine what type of assets can be rolledassets can be rolled over.

First, if they offer investment advice, sell investment product or have discretion over the management of investment assets, they will be concerned about the liability associated with the purchase and / or administration of any nontraditional investment.

The leading way is to get investors to give the investment advisor both discretion and custody over the assets.

He argues that other groups, such as low - and middle - income taxpayers, the elderly, and less successful investors, typically have low financial flexibility, and therefore have much less discretion over when to realize capital gains as they need the cash flow generated by these asset sales.

Investment managers have discretion over what assets to invest in and how much to invest into any given asset or market.

The Family Law (Divorce) Act 1996 gives the Irish courts extremely wide discretion over the distribution of a divorcing couples assets.

On the appeal, the Court of Appeal concluded it did have jurisdiction to grant a freezing order over the assets of the locally domiciled companies, although it declined to exercise that discretion on the facts before it.