Sentences with phrase «investment meets certain requirements»

Not exact matches

Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines.

Margin requirements are intended to help protect securities firms and their customers from some of the risks associated with leveraging investments by requiring customers to either meet or maintain certain levels of equity in their account.

While these pooled funds are similar to mutual funds, they do not require prospectuses and are therefore considered private offerings available to our clients only, subject to meeting certain minimum investment requirements.

That investment will grow tax - free (of federal taxes) and withdrawals will be tax - free, as well, as long as certain requirements are met related to the years contributions are made and the years withdrawals are made.

As you know, many alternative investments, including hedge funds and managed futures, are only available to sophisticated investors who meet certain strict regulatory requirements.

Government policies may prevent investment where certain tenure requirements are not met, but this is at the discretion of governments.

You must meet certain requirements in order to defer 100 % of your Federal, and in most cases state, capital gain and depreciation recapture income tax liabilities on the sale of your investment property.