Sentences with phrase «minimum asset requirement»

There is no minimum asset requirement.

«Sit down with those clients, tell them you're shifting to a smaller customer base and if they don't meet your new minimum asset requirement, then offer that you can charge them an hourly planning fee, for maybe $ 250, and meet once a year.

Anyone can invest in our funds and we have very low minimum asset requirements.

Not exact matches

Most seniors choose the RRIF option, which has minimum withdrawal requirements that climb from 7.4 % of assets at age 72 to 20 % by age 93.

In my nightly stock and ETF pick newsletter, I generally use a minimum ADTV requirement of 100k - 500k shares for individual stocks (depending on share size of the position), but may go as low as 50k shares for ETFs (in order to achieve greater asset class diversity).

The applicant also has to meet financial requirements, including a minimum capital of $ 87,300 and positive net assets.

In addition to maintaining the minimum $ 10 million asset requirement, institutions must pay a $ 100,000 setup fee to gain access tot he Custodial program.

The Trustee's custodial operations may refuse to accept instructions to transfer Bitcoins to or from the Trust Custody Account if, in the opinion of the Trustee's custodial operations they are or may be contrary to the standards set forth in the Trust Agreement which establish the minimum requirements acceptable for Bitcoins to be deposited into the Trust Custody Account («Good Delivery Standards»), as applicable, contrary to any applicable law, or a threat to the security of the Trust's assets or the Security System storing such Bitcoins on the Trustee's premises.

If the value of the assets in your margin account drops below the required maintenance level, your brokerage firm will make a margin call, or notify you that you need to add capital in order to meet the minimum requirements.

Reserve Requirements The minimum amount of cash and liquid assets as a percentage of demand deposits and time deposits that member banks of the Federal Reserve are required to maintain.

A stated income mortgage loan is suitable for borrowers who have no verifiable income and have assets to meet minimum reserve requirements of the lender.

The fund should also have low minimum requirements (less than $ 5000 according to our asset allocation).

There's no technical limitation or minimum requirement, but two practical factors would be: 1) in an irrevocable trust, you are placing some of your assets forever outside of your control and you can not directly benefit from them, and 2) since you can not be a trustee of your own irrevocable trust the trust will have to contain enough assets to pay the trustees for their time as well as to pay the beneficiaries for whom the trust is set up.

The net asset value is equal to your balance plus your unrealized P / L from all open positions calculated using the current bid or ask rates Regulatory Margin Requirement: The minimum margin required by the regulator for the instrument.

Your net wealth equals your assets minus your liabilities, and the bank might have a minimum requirement for this amount.

The minimum requirement for percentage of assets in large - cap stocks for large - cap funds was changed from 65 % to 75 %.

Operational covenants often require borrowers to maintain their physical assets to certain standards, meet minimum disclosure requirements, engage only in permissible business lines, or maintain a certain level of insurance.

We don't have an asset requirement to get started with us, but please be aware that we do have a minimum fee of $ 750.00 * per client per quarter.

The percentage reflects the minimum requirement of liquid assets the United States» financial institutions are required to hold by law in order to operate.

Thus, if you have assets that you want to protect, or if you think you are at a higher risk of causing an accident, you should consider getting insurance coverage that exceeds the minimum liability requirements.

Aside from the state minimum requirements, motorists should take the time to decide if they could benefit from higher liability limits to protect assets, and whether or not optional coverage would be needed such as comprehensive and collision to pay for a loss sustained by a policyholder's vehicle.

Coverage to Protect Your Assets Despite the required minimum requirements for bodily injury liability, it is probably in your best interest to purchase higher limits.

These are the minimum liability requirements, but many car owners elect to carry much higher limits to adequately protect their assets.

Definitely consider buying more than the state auto insurance coverage requirement minimum to protect your assets, such as your home and savings.

If you own property or other valuable assets, supplementing the minimum requirements can help you protect yourself from monetary loss.

However, If you own property or other valuable assets, supplementing the minimum requirements can help you protect yourself from monetary loss.

However, if you own property or other valuable assets, supplementing the minimum requirements can help -LSB-...]

The downside is you will need to live there, for a minimum of one year (to satisfy FHA Requirements); AND because you closed personally, you will not have Asset Protection, in the form of closing in the name of a LLC.

Another option for states is to change the eligibility requirements for Medicaid, raising the minimum income threshold and requiring people to spend down more of their assets before they become eligible for Medicaid coverage.

Asset Based Lending's new construction loans are flexible, with no minimum credit score requirements, borrowers can be sure of our faith in them because we won't fund a hard money loan if our experience doesn't convince us that everyone involved in the deal will profit.