Sentences with phrase «of qualified investors»

With more than 1,800 investment sales and financing professionals throughout the U. S. and Canada, the firm's property marketing system integrates investment specialization, market expertise, comprehensive research, and relationships with the largest pool of qualified investors.

«SecondMarket has a track record of making alternative investments accessible to a broader group of qualified investors, and our infrastructure enables streamlined capital raising, liquidity, and investor communications for funds and companies.

An individual investor, also known as a retail client, is a client organisation or individual who can not meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive (Directive 2004 / 39 / EC), and (ii) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003 / 71 / EC).

Not exact matches

U.S. - based asset managers like Federated Investors Inc. and Franklin Resources Inc. pay high effective tax rates because they qualify for fewer deductions, so they will keep more of their income.

Foreign investors will no longer have to meet requirements to qualify as foreign institutional investors, according to the news agency but will have to continue to obey limits on foreign ownership of stocks.

«It's just not possible that 90 % of the people who are qualified to be venture investors are men, so I don't buy that argument.»

To qualify for the Start - up Visa, entrepreneurs must be accepted into one of 14 incubators, or secure a minimum investment of $ 200,000 from one of 26 VC funds or $ 75,000 from one of six angel investor groups.

Among other things, qualifying investors can get tax relief equal to 30 % of the cost of those shares, to be set against their income taxes owing for the year during which the shares were purchased.

The province offers tax incentives for these investors, in the form of a 30 per cent investment rebate for investors and qualified companies.

He goes on to say that, in the absence of a willingness to learn about the market, investors should at least put their money with a qualified registered advisor so that there is some accountability for the advice they receive.

The proposal, dubbed the International Entrepreneur Rule, would be administered by the Department of Homeland Security and would affect only entrepreneurs who, among other criteria, have received funding from qualified U.S. investors or institutions.

They also need to show high - growth potential — evidenced by successfully raising at least $ 345,000 in funding from a qualified U.S. investor or attracting grants of at least $ 100,000 from federal, state, or local governments.

Her TriLinc Global Impact Fund, with individual investments as low as $ 2,000, is among only a handful of financial vehicles available to «retail» investors, the approximately 50 million U.S. households who don't qualify as high net - worth, or «accredited,» investors.

A proposed EB - 6 «startup visa» — a component of the bill that passed in the Senate but stalled in the House — would offer a path to permanent citizenship tailored to entrepreneurs, allocating up to 10,000 visas annually to foreign - born founders whose companies raise at least $ 500,000 from qualified investors and create at least five full - time U.S. jobs.

As part of the new TCJA, access to favorable capital gains tax rates now demands a three - year holding period; previously, an investor needed only to maintain his or her position in the startup for 12 months to qualify for a lower rate on an eventual sale.

Bonds issued to finance things like stadiums, replenishment of a municipality's underfunded pension plan, or investor - led housing are a few examples of issues that would not qualify for federal tax exemption.

Regardless of whether securities in the offering have been or may be sold to persons who do not qualify as accredited investors, enter the total number of investors who already have invested in the offering:

Select if securities in the offering have been or may be sold to persons who do not qualify as accredited investors, and enter the number of such non-accredited investors who already have invested in the offering.

Companies selected for Illumina's seed investment program, receive backing fro accredited investor through a convertible note and dollar - for - dollar matching funding through the company's $ 40 million Illumina Accelerator Boost Capital, (if they raise between $ 1 million and $ 5 million of qualifying capital).

Consult a qualified attorney familiar with this type of transaction before finalizing any agreement and treat every meeting with potential investors (including friends and family) professionally.

The MSCI China Indexes consist of a range of country, composite and non-domestic indexes for the Chinese market, intended for both international and domestic investors, including Qualified Domestic Institutional Investors (QDII) and Qualified Foreign Institutional Investors (QFII) linvestors, including Qualified Domestic Institutional Investors (QDII) and Qualified Foreign Institutional Investors (QFII) lInvestors (QDII) and Qualified Foreign Institutional Investors (QFII) lInvestors (QFII) licensees.

While I generally consider this advice to be wise, especially for inexperienced investors who should probably opt for something like an index fund, working with a qualified advisor or, if they are wealthy enough, an asset management group, the problem comes from the fact that if you find a truly outstanding business — one that you have conviction will continue to compound for decades at rates many times that of the general market, even a high price can be a bargain.

They did this through secured funding options in various channels for purchase of assets by qualified investors.

«Financing Conversion Securities» means securities with identical rights, privileges, preferences and restrictions as the Qualified Financing Securities issued to new investors in a Qualified Financing, other than (A) the per share liquidation preference, which will be equal to (i) the Note Conversion Price at which this Note is converted, multiplied by (ii) any liquidation preference multiple granted to the Qualified Financing Securities (i.e., 1X, 2X, etc. of the purchase price), (B) the conversion price for purposes of price - based anti-dilution protection, which will equal the Note Conversion Price, and (C) the basis for any dividend rights, which will be based on the Note Conversion Price.

To qualify as an accredited investor, you have to meet at least one of several financial conditions.

Instead of finding investors one by one, companies who qualify and register offer their shares in a stock exchange, also known as a stock market.

In Mexico, this material is for the sole use of Qualified and Institutional Investors.

Fidelity also owns a quota of $ 1.2 billion under the Qualified Foreign Institutional Investor (QFII) scheme, which allows foreign institutions to buy Chinese stocks and bonds.

Company proxy materials and related mailings should provide equal space and equal treatment of nominations by qualifying investors.

But it was precisely for this reason — his nature of being a responsible, long - term investor — that he did not have any «qualifying activity».

By tapping only well - heeled «accredited» and institutional investors, who are viewed by regulators as less in need of protection when they invest, the peer - to - peer marketplace lenders qualify for the prospectus exemption.

With a breathtaking view of the intracoastal from the Gunster offices on Flagler Drive, five companies presented themselves to qualified investors from Palm Beach, Florida.

Potential changes to securities laws could decrease the number of households qualifying as accredited investors from approximately 8.5 million to...

In general, to qualify as an Accredited Investor, individuals must have a net worth of more than $ 1 million (excluding their primary residence), or gross income for each of the last two years of at least $ 200,000 ($ 300,000 jointly with their spouse) with the expectation of a similarly qualifying income during the current year.

Most alternative investments on the AI platform are sold on a private placement basis to eligible clients who must be Accredited Investors and / or Qualified Purchasers depending on the requirements of the specific investment.

E-Trade, however, offers a tiered commission schedule that reduces costs for high - volume traders: Investors who trade at least 30 times per quarter qualify for reduced commissions of $ 4.95.

For qualified investors in Switzerland, this material shall be exclusively made available to, and directed at, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended.

In the Hong Kong - to - Shanghai «northbound trading link», global investors can trade in up to 568 eligible stocks listed in Shanghai, up to a daily quota for (net) purchases of RMB 13 billion, and an aggregate quota of RMB 300 billion, with the shares qualified for trading representing 90 % of the SSE's market capitalisation.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such juriInvestors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such juriinvestors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Develop an investor examination for individuals to qualify as accredited investors, which would enable financially sophisticated investors to be included regardless of wealth.

I'll leave discussion of the legal and ethical issues to those more qualified, but as someone who writes for investors, I'd like to take a look at how the allegations could impact Wynn Resorts» business and stock.

He agreed, saying «Parker [Zenefits» founder] let us into his round because of the wider exposure he got to our investor community, many of which are entrepreneurs and qualified early customers.»

They include «rules of origin,» or the percentage of parts that must be made in North America for a product to qualify for free - trade status; language on how to settle disputes affecting foreign investors; changing Mexican labor standards; and Trump's stated goal of reducing U.S. bilateral trade deficits.

Applying the 71 - year old Howey Test, this qualifies as an investment in a «common enterprise,» in which investors are led to «expect profits» that are «generated from the efforts of others.»

Income Test — Verify the income of each investor by reviewing documents such as an IRS Form W - 2, 1099, or 1040 and require a written representation from each investor that he / she has a reasonable expectation of reaching the income level necessary to qualify in the current year; or

It seems to me that only individual investors who would otherwise have been likely to invest in qualifying companies during this window already will be the ultimate beneficiaries of this provision.

Most of the discussion about the 100 % exclusion of capital gains from the sale of «qualified small business» stock, extended now by the new tax law for stock purchased prior to January 1, 2012, has been about the enticement it represents for angels and other early - stage venture investors to fund more startups.

It is above my own minimum yield target of 2.7 %, and it also qualifies as «enough» for most dividend growth investors.

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.

While the Company considers these historical estimates to be relevant to investors as it may indicate the presence of mineralization, a qualified person for the Company has not done sufficient work to classify the historical estimates as current mineral resources as defined by NI 43 - 101 and the Company is not treating these historical estimate as a current mineral resource.