Sentences with phrase «one's portfolio statements»

We provide portfolio statements as frequently as monthly and detailed portfolio performance every quarter.

Important: Please attach a copy of your last portfolio statement for the account you wish to transfer in order to facilitate the process.

Researched, fixed and cleared Trades, Corporate Actions (Mergers, Tenders, and Dividends etc.) and contributed to the production of client portfolio statements of Net Asset Value (NAV) calculations for multiple clients.

Processed Trades, Corporate Actions and contributed to the production of client portfolio statements and Net Asset Value (NAV) calculations for Dimensional (Client) Funds serviced by the Bank of New York.

In the budget portfolio statement for Indigenous Affairs released as part of the federal budget in May, the Minister for Indigenous Affairs has stated that:

He fabricated portfolio statements and, with his lawyer's help, deceived the SEC and outside accountants.

I'm more interested in «value adders» such as reports, particularly consolidated performance reports versus portfolio statements; and research and guidance information such as recommendations for asset mix; geographic, FI vs Equity; Mutual Funds vs ETFs, etc..

While portfolio statements dazzle with tables and charts to illustrate performance, they leave out some crucial information.

In the budget portfolio statement for Indigenous Affairs released as part of the Commonwealth budget in May 2008, the Minister for Indigenous Affairs stated that:

These portfolio statements are also required to disclose illiquid securities in the portfolio, investment made in rated and unrated debt securities, non-performing assets (NPAs), etc..

Had the numbers on all portfolio statements been marked down by 65 percent during the bubble years, many companies providing luxury goods would have been put out of business and many companies providing well - priced goods and services that in a bubble environment failed would instead have thrived.

You must carefully review your trade confirmations, portfolio statements and other correspondence, and promptly report any errors and omissions.

It is not realistic to expect that you really will stick with it when the phony gains disappear from your portfolio statement.

According to securities regulation, National Bank Direct Brokerage must send you a portfolio statement every month during which you carry out transactions, or once per quarter (March, June, September and December) if there is no activity in your account.

Acceptable documents include trade confirmations, portfolio statements and Trading Summaries.

The information can be found on your trade confirmations, your portfolio statements and on the Trading Summary.

And the friends and neighbors and co-worked gave it a spin and soon found bigger numbers showing up on their portfolio statements too.

It was added to the portfolio statements of millions of investors following Buy - and - Hold strategies.

Investors knew that, if they cashed in their funds, they would receive the amount indicated on the portfolio statements.

It's driven by the Get Rich Quick impulse (investors who enjoy seeing big numbers on their portfolio statements continue to bid prices upward and there is no restraint on them doing so).

These reports are separate from the portfolio statements investors already receive and view online.