Sentences with phrase «qualified investment decisions»

The average investor, who buys stocks and bonds, does not have the necessary time to assess securities, nor the expertise to make qualified investment decisions; thus he indirectly hires the fund's manager to make these decisions.

Not exact matches

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
Before making any investment decision, it is strongly recommended that you seek outside advice from a qualified investment advisor.
Trading and investing in securities involves substantial risks and you should consult with a qualified financial professional before making any investment decision.
With only 1 % of the investment decision - making VCs in the industry being women, that makes for very few who can spin out to form a new firm and qualify under these criteria.
The three - year review by Michigan - based Funston Advisory Services says the Common Retirement Fund's 2009 decision to ban paid placement agents used by other pension funds does not appear to have kept it from accessing qualified outside investment managers.
Not only may be a good investment but show the lender the seriousness of your decision of purchasing a home as well as indicating your commitment towards the investment, thus increasing your chances of qualifying for home loans for high debt ratio.
Every investor has to make a decision, says Luk, either claim expenses and report the sale as income, or eat the expenses and sell the property as an investment, enabling it to qualify for the preferential capital gains tax treatment.
Always consult a qualified advisor before making any investment decision for tax purposes.
Before making an investment decision based on this information you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.
Any investment or allocation decisions should be made with the advice of a qualified investment professional with respect to individual circumstances, preferences, risk tolerance, and after reading the relevant prospectuses.
We assist in the development of an investment policy statement to provide guidelines for the investment management decisions of your qualified retirement plan.
I would say do more research, discuss with qualified financial people or friends before make any investment decision.
Financial decisions are also being made by qualified portfolio managers with years of experience and industry insight which may lead to smarter investment purchases and higher returns.
It's always a good idea to talk to a qualified financial advisor before you make any investment decisions.
Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
There is plenty of information available to help you make an investing plan, or you could talk to a qualified financial adviser if you want help with your investment decisions.
As you determine whether gold mutual funds or other similar investments are right for your situation, you may want to consider consulting with qualified financial professionals before you make any investment decisions.
If you're looking to make last - minute year - end planning decisions that involve larger assets or investments, or decisions that may lock you into contracts like annuities, definitely get the advice of a qualified financial professional first.
Tax investment and all other decisions should be made with guidance from a qualified professional.
Credible, science - based, widely - supported guidelines about what should and should not be considered a qualifying investment helps investors make informed decisions about the environmental credentials of a bond.
Consult a qualified financial advisor before making any investment decisions, and do your own research before investing.»
As such, they would be subject to onerous obligations under the Investment Company Act, such as registering with the SEC as an «investment company» or qualifying for an exemption from registration, conforming to a narrow set of allowable governance structures, and registering the individual with ultimate discretion over investment decisions as an investmenInvestment Company Act, such as registering with the SEC as an «investment company» or qualifying for an exemption from registration, conforming to a narrow set of allowable governance structures, and registering the individual with ultimate discretion over investment decisions as an investmeninvestment company» or qualifying for an exemption from registration, conforming to a narrow set of allowable governance structures, and registering the individual with ultimate discretion over investment decisions as an investmeninvestment decisions as an investmentinvestment advisor.
In a unanimous decision, the tribunal - which had been constituted under the auspices of the World Bank's International Centre for Settlement of Investment Disputes (ICSID) Additional Facility Rules (the Additional Facility)- ruled that it lacked jurisdiction over NSPI's claims because NSPI was not an «investor» who had made a qualifying «investment» in Venezuela as called for by the Canada - Venezuela Bilateral Investment Treaty (Canada - VenezuelInvestment Disputes (ICSID) Additional Facility Rules (the Additional Facility)- ruled that it lacked jurisdiction over NSPI's claims because NSPI was not an «investor» who had made a qualifying «investment» in Venezuela as called for by the Canada - Venezuela Bilateral Investment Treaty (Canada - Venezuelinvestment» in Venezuela as called for by the Canada - Venezuela Bilateral Investment Treaty (Canada - VenezuelInvestment Treaty (Canada - Venezuela Treaty).
Trustees are required to take investment advice from someone authorised to do so by the Financial Conduct Authority («FCA»)(or reasonably believed by the trustees to be sufficiently qualified in financial matters) before making investment decisions.
BSML has a strong team of qualified analyst professionals, which helps investors make wise investment decisions.
CoinDesk strongly recommends that you perform your own independent research and / or speak with a qualified investment professional before making any financial decisions.
The graduate has proven their academic mettle but they're still hardly qualified to help a family make the most important financial decision in their lives or to assist an investor in making a major investment decision.
Prior to making any investment decision, it is recommended that you seek outside advice from a qualified or registered investment advisor.
If you're buying on your own and earn a lot less, you may be faced with the tough decision of «driving until you qualify» or renting in the city and buying an investment property in more affordable surrounding markets like London and Waterloo.)
Hazzi says the company brings a focus to the financial side of property ownership, offering qualified professional advice to help guide the decision - making around investments.
«I think that there's going to need to be an increasing sense, a call from people that this is safe, that there's no fraud here, that there's enough disclosure documentation provided by the portal so that qualified investors can browse the site and make good, smart, investment decisions,» he says.
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