Sentences with phrase «qualified investors from»

«Our platform serves over 15,000 qualified investors from more than 30 countries, spanning high - net - worth - individuals (HNWI), wealth advisors, and institutional money managers.

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.

Not exact matches

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.

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.

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.

First, it will be possibly for capital to be taken out daily from the $ 150 billion Qualified Foreign Institutional Investor (QFII) program, which provides foreign institutions access to domestic stocks.

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.

Select from more than 140 products — including mutual funds, exchange - traded funds, separately managed accounts and alternative investment opportunities (for qualified investors).

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

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

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.

Investors should keep in mind that while monthly distributions from bond ETFs are often called «dividends,» interest from the underlying bond holdings aren't considered qualified dividends, and are taxed as ordinary income.

REITs, Irish Qualifying Investor Alternative Funds (QIAIF) and large scale residential property owners will also benefit from this across their portfolios, according to leading international law firm, Maples and Calder.

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).

Because the individual private investors are considered qualified to do their own research into the credit and financial status of a district, «private placements» for bond sales by educational districts are exempt from the federal requirement to post Official Statements.

Eight out of ten veterans are unable to qualify for conventional loans; because the program largely mitigates investors from the burden...

If a U.S. Holder elects to treat a Fund as a QEF, then any future gain from the sale of securities of the Fund will qualify for capital gain treatment (assuming the U.S. investor holds the securities as a capital asset).

still worth maxing out your 401 (k)(IRA, SEP, 529 accounts if you qualify) to avoid taxes, but like this question from an Indian investor it may be worth seeing an investment professional about this.

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.

The IRS requires investors to hold shares for a minimum period of time to benefit from the lower tax rate on qualified dividends.

- the Roth IRA investor must be 59 and 1/2 years or older at the time of the distribution - the Roth IRA investor becomes disabled at the time of taking the distributions - the Roth IRA investor dies and his / her beneficiary receives the assets contained in the plan - the distributions taken from the Roth IRA will be used in the purchase or building of a new home for the Roth IRA holder or qualified family member.

Qualified dividends are listed in box 1b on IRS Form 1099 - DIV, a tax form sent to investors who receive distributions during the calendar year from any type of investment.

As per the new circular passed by SEBI - Securities Exchange Board of India, citizens from other countries, meaning foreign nationals who are non Indian citizens can also trade live or make investments in real time in the mutual funds provided they come as a QFI - Qualified Foreign Investor.

Making a so - called «qualified mortgage» (QM), which can't have riskier features like interest - only payments or balloon payments, protects a mortgage lender from liability if it sells the loan to investors and then the borrower defaults.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

While the company is still far from having a long enough dividend growth history to qualify as a member of the dividend aristocrats list, it has numerous attractive qualities for investors seeking income and growth.

Eventually both investors tried to withdraw money from their accounts, which were showing profits — the older man thought he had $ 60,000 in his account — and both were told they had to add more money in order to qualify for the withdrawals.

Research from Cerulli Associates finds that qualified retirement plans and other institutional investors remain enthusiastic about leveraging collective investment trusts (CITs)-- resulting in strong growth and innovation in the space.

For specific tax advice, ProShares recommends that investors seek advice from a qualified professional.

† A distribution from a Roth IRA is federally tax - free and penalty - free provided the five - year requirement has been satisfied and one of the following conditions is met: Investor is age 59 1/2 or older, suffered a disability, or is using the withdrawal for a qualified first - time home purchase.

Qualifying for an FHA loan from traditional lending sources can be difficult; real estate investors looking for quick rehab loans must often use hard money lenders to procure the financing they need in a timely manner.

«please note that if you can provide us with a current statement from your other brokerage firm indicating you have accumulated the number of trades needed to qualify for the active investor rates, we will code your accounts to have the lower commission rates immediately.»

Qualified Peerform investors will also see certain credit data (such as a range of your credit score) collected from or calculated based on your credit bureau file.

View the Qualified Organization Designation to the FINRA Investor Education Foundation from the U.S. Coast Guard.

For corporate investors in the fund, dividend distributions the fund reports to be from dividends received from qualifying domestic corporations will be eligible for the 70 % corporate dividends - received deduction to the extent they would qualify if the fund were a regular corporation.

These sources of real estate finance may serve as venues that provide funding for many home buyers and investors who currently either do not qualify for loans from traditional financing sources or who need to raise additional funds for their purchase.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

If you find that you don't qualify for loans from business lenders, you could consider a personal loan for business use or an equity investor to get the funding you need.

Earn an additional 1.5 % cash back per dollar of purchases using an enrolled Charles Schwab Investor Credit Card ™ from American Express at qualifying small businesses.

Forest management contracts include concession areas of 50,000 hectares to 400,000 hectares and are open for bids from qualified bidders that demonstrate at least 51 % ownership by Liberian citizens; concessions of more than 100,000 hectares are open for bidding from international investors.

The Excalibur action stemmed from a private placement of shares and warrants in a Chinese corporation called Southern China Livestock that were marketed and sold by the company's American owners to persons who qualified as accredited investors under the U.S. Securities Act of 1993.

The OETF invests alongside private - sector qualified investors to help Ontario companies get the most from their capital raising efforts.

Investors, property managers, and asset managers can benefit from the expanded qualified real property under section 179 expensing.

Find out today if your business qualifies and if you can benefit from associating with Atlanta's most progressive real estate investors.

Interest rates for hard money loans range anywhere from 9 % -15 %, and ABL's competitive loan programs offer qualified investors some of the best rates in the industry.

But can you put a price on the quality of the long - term financial planning assistance that investors receive from a qualified investment advisor?

Therefore, the amount of investors from particular countries that could qualify under the existing program is beginning to be limited.

Relinquished property closes with Investor direct deeding property to purchaser and closer disbursing all Exchange proceeds from relinquished property to Qualified Intermediary.