Not exact matches
whose net personal
assets exceed in value the minimum amount of S$ 2 million (or its equivalent in a
foreign currency) or such other amount as the Exchange and the Book Depository may prescribe in place of the first amount; or
The United States still has substantial investments in
foreign countries, and income from U.S. investments abroad still
exceeds the income generated by U.S.
assets owned by foreigners.
(d) an entity (other than a corporation) with net
assets exceeding S$ 10 million in value (or its equivalent in a
foreign currency);
He says one should hedge
foreign currency once it
exceeds 25 % of the portfolio's
assets: «Beyond a quarter of portfolio
assets, the currency exposure constitutes a source of unwanted risk.»
If you own specified
foreign financial assets, complete and file Form 8938, Statement of Specified Foreign Financial Assets, if the assets» total value exceeds an applicable threshold
foreign financial
assets, complete and file Form 8938, Statement of Specified Foreign Financial Assets, if the assets» total value exceeds an applicable threshold a
assets, complete and file Form 8938, Statement of Specified
Foreign Financial Assets, if the assets» total value exceeds an applicable threshold
Foreign Financial
Assets, if the assets» total value exceeds an applicable threshold a
Assets, if the
assets» total value exceeds an applicable threshold a
assets» total value
exceeds an applicable threshold amount.
Among these requirements are the following: (i) at least 90 % of the fund's gross income each taxable year must be derived from dividends, interest, payments with respect to securities loans, and gains from the sale or other disposition of stock, securities or
foreign currencies, or other income derived with respect to its business of investing in such stock or securities or currencies and net income derived from an interest in a qualified publicly traded partnership; (ii) at the close of each quarter of the fund's taxable year, at least 50 % of the value of its total
assets must be represented by cash and cash items, U.S. Government securities, securities of other RICs and other securities, with such other securities limited, in respect of any one issuer, to an amount that does not
exceed 5 % of the value of a Fund's
assets and that does not represent more than 10 % of the outstanding voting securities of such issuer; and (iii) at the close of each quarter of the fund's taxable year, not more than 25 % of the value of its
assets may be invested in securities (other than U.S. Government securities or the securities of other RICs) of any one issuer or of two or more issuers and which are engaged in the same, similar, or related trades or businesses if the fund owns at least 20 % of the voting power of such issuers, or the securities of one or more qualified publicly traded partnerships.