Sentences with phrase «qualified investments such»

ULIP is a life insurance product, which provides risk cover for the policy holder along with investment options to invest in any number of qualified investments such as stocks, bonds or mutual funds.

Not exact matches

If you do choose to sell any investment held outside of a tax - deferred account, such as an IRA, make sure, if at all possible, you hold it for at least one year and one day in order to qualify for the long - term capital gains rate.

Set a goal of saving at least 20 percent of your salary to investment vehicles such as your retirement account, brokerage account or other qualified accounts.

-LSB-(Version 2, which is not quite as aggressive): If any holder of Series A Preferred Stock fails to participate in the next Qualified Financing, (as defined below), on a pro rata basis (according to its total equity ownership immediately before such financing) of their Series A Preferred investment, then such holder will have the Series A Preferred Stock it owns converted into Common Stock of the Company.

Examples include provisions that allow immediate expensing or accelerated depreciation of certain capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income on contributions to and income accrued within qualified retirement plans.

Financial products such as stocks have a potential for loss and any investments should me made with the guidance of a qualified investment professional and your own kick ass due diligence.

You should always seek and obtain investment, tax and financial advice from a qualified professional properly trained and licensed to provide such advice.

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 jurisdiction.

(ii) persons whom the SEC determines by regulation to have demonstrable education or job experience to qualify such persons as having professional knowledge of a subject related to a particular investment, and whose education or job experience is verified by FINRA or an equivalent self - regulatory authority.

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.

At present, individual investors, in Hong Kong or from overseas, can only participate indirectly in the Mainland's securities markets through certain investment products such as the Qualified Foreign Institutional Investor (QFII) funds, Renminbi Qualified Foreign Institutional Investor (RQFII) funds and RQFII A-share Exchange Traded Funds (ETFs).

Further, prospective investors may not invest in any such products for a period of 30 days after initial qualifying contact, except for those who have already invested or are actively considering an investment.

Such an offer or solicitation can only be made by the confidential private placement memoranda relating to the investment vehicles managed by Artemis Capital Management, LLC (the «firm»), which the firm will provide only to qualified offerees.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Alternative investments, such as hedge funds and private equity funds are only available to persons who are «accredited investors» or «qualified purchasers» within the meaning of U.S. securities laws.

According to You Yunting, a Shanghai - based intellectual property lawyer, Amazon China is even not a qualified body to apply for such a license as «video & audio production as well as the electronic publication and making is prohibited for foreign investment.»

Because of the tax treatment of these securities, tax - advantaged purchasers, such as qualified pension funds and tax deferred retirement accounts, including 40l (k) plans and individual retirement accounts (IRAs), may view an investment in inflation - protected securities as appropriate.

Distributions from qualified retirement accounts, such as IRAs, are taxed as ordinary income regardless of the underlying investments.

Tax Deductible Loan For Real Estate Investment In Canada, does a non-principle residence property need to be rented out in order to qualify as an investment such that the interest on a loan to pInvestment In Canada, does a non-principle residence property need to be rented out in order to qualify as an investment such that the interest on a loan to pinvestment such that the interest on a loan to purchase...

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.

Other assets, such as cash investments, may also qualify to be used as collateral.

To determine whether your dividend is considered qualified or not, you must ensure that you have held the investment for at least 60 days, the dividend comes from a qualified company, and that you did not receive a «non-dividend» distribution — such as a capital gains distribution.

If you are not a Nevada taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

The GIC Bonus Rate Offer is available for 1 - year Non-Redeemable and 1 - year Redeemable Guaranteed Investment Certificates that are issued in respect of deposits made in Canadian dollars for an amount between $ 1,000 CAD and $ 500,000 CAD; not held in any registered plan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persons.

If you have no earned income (investment income such as interest and dividends do not count as earned income), you do not qualify to make IRA contributions.

Investments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insuranceInvestments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insuranceinvestments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insurance companies.

Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401 (k) or IRA, and may be found at a lower cost in other investment products.

A qualified investment professional and your tax advisor can be a great resource in formulating such strategies.

So you can have pretty significant assets — such as a paid - off home and a large investment portfolio — and still qualify for GIS, as long as you don't generate a lot of income.

(b) engaged as an «investment advisor» as that term is defined in Section 201 (11) of the Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not investment advisor» as that term is defined in Section 201 (11) of the Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not so exempt.

PFM announced an agreement to acquire the assets of Fiduciary Capital Management (FCM) that will allow PFM's asset management business to expand its services to include «stable value» investments to qualified retirement plans such as 401 (k) and 457 plans.

You agree to promptly notify ChoiceTrade in writing if you are now or if you become: (a) registered or qualified with the Securities Exchange Commission, the Commodities Futures Trading Commission, any state securities agency, any securities exchange or association, or any commodities or futures contract market or association; (b) engaged as a «registered investment adviser» within the meaning of Section 201 (11) of the Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not investment adviser» within the meaning of Section 201 (11) of the Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not so exempt.

Qualified Eligible Person (QEP): An individual who meets requirements to trade in different investment funds, such as futures and hedge funds.

What may seem unfair here or even ironic is that in some cases, an individual with a lot of assets, such as an expensive home or retirement investments may actually qualify for more aid than someone with fewer assets to their name but with a higher income.

If you are not a Nevada or Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

In such an event, qualifying investors will be eligible for compensation of 90 % of their investment, subject to a maximum limit of $ 20,000.

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.

Tax tip: For a company to qualify as a QSBC at the time of a future sale, it may be necessary to take steps now to remove from the company non-active business assets, such as excess cash or portfolio investments.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

A 529 Savings Plan, also known as a «qualified tuition plan,» allows you to choose investments such as stock or bond mutual funds, money - market funds and age - based portfolios to pay for your child's college expenses.

«Fixed» Investments such as Defined Benefit Plans, Fixed Annuities, GICs, and Preferred Stock (in qualified plans)

All kinds of other transactions — such as setting up an investment account with a specific company, taking out a mortgage from a specific mortgage lender, signing up for a newspaper subscription or getting satellite television — may also qualify you for extra airline miles when you follow the airline's instructions.

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.

Since the Smiths would be able to qualify for term life insurance and since they still have some more room to save in various tax free investment accounts, such as Cindy getting a Roth IRA, and using a 529 account for college savings, the added cost of whole life policy probably does not justify the increased cost.

If the policy has as investment element such as an endowment policy, whole of life policy or an investment bond then the tax treatment is determined by the qualifying status of the policy.

Unearned income, such as investment income, can also reduce the amount of coverage you can qualify for.

Hence, investment in such plans will not qualify for tax deduction.

Many jobs require an initial investment, such as in prior education and training, but no job should require you to pay the hiring company to apply or become qualified for the job.

While many learn their skill in a local vocational training institution, or a community college, there also are completely free training and vocational rehab programs to be considered, such as through the Job Corps, ROP and other Department of Labor funded programs for the unemployed, low income and financially needy people, high school graduates who qualify for educational grants from the government under the Workforce Investment Act.