Sentences with phrase «require net assets»

There is no English case law containing a definitive statement on this meaning, but it is generally thought that it would require net assets to be reduced by no more than 0.5 %.

Not exact matches

The simplest reason is to dodge an undesirable asset like a piece of real estate that could cost you more than you'd net by selling it (say, because of high property taxes or required repairs), or an asset that comes with strings attached (such as care of the deceased's pet or a requirement to marry).

If you are providing evidence of your accreditation on the basis of having over $ 1 million in net assets, the company you are investing in is required to verify your debts in order to confirm that your net assets are greater than $ 1M.

«In our search for new stand - alone businesses, the key qualities we seek are durable competitive strengths; able and high - grade management; good returns on the net tangible assets required to operate the business; opportunities for internal growth at attractive returns; and, finally, a sensible purchase price.

Net Worth Test — Verify a bank statement, asset valuation, tax assessment, or statement of securities holdings and require a written representation that all liabilities have been disclosed to provide an accurate representation of net worNet Worth Test — Verify a bank statement, asset valuation, tax assessment, or statement of securities holdings and require a written representation that all liabilities have been disclosed to provide an accurate representation of net wornet worth.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

These funds may continue to seek to maintain a stable $ 1.00 net asset value (NAV), but are subject to potential liquidity fees and redemption gates (i.e., the fund may impose a fee upon the sale of your shares, or may temporarily suspend your ability to sell shares, if the fund's liquidity falls below required minimums because of market conditions or other factors).

The members are required to verify their photos, age, education, and occupation by submitting their IDs and other supporting documents, so a wealthy Sugar Daddy to be certified as a millionaire, he has to submit financial information using the tax return form from last year, which has to shows more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

Well, it depends on the Fund, but funds that are expected to generate dividends might be required to try to keep the net asset value around a certain amount, and dividend gains above that.

Haircut: A haircut is a percent reduction required to certain valuations of assets included in a firm's net capital calculation.

However, net - nets are very rare now and require us to move beyond this basic reliable asset value approach.

In the past, an investor required financial assets of at least $ 1 million, income in excess of $ 200,000 in the past two years ($ 300,000 combined with a spouse), or a net worth of over $ 5 million to get into private capital markets.

«As of that date, institutional prime money - market funds will be required to float their net asset value, based on the market value of the underlying investments,» he warns.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

The required minimum amount will be specified as a percentage of the fund's net assets to be invested in highly liquid, cash - type investments that can be converted to cash within three business days or less.

The required minimum will be specified as a percentage of the fund's net assets to be invested in «highly liquid investments» — meaning cash held by a fund and any investment that the fund reasonably believes is convertible into cash in current market conditions within three business days without significantly changing the market value of the investment.

This rule is called the «forward pricing» rule, which requires funds and their principle underwriters to sell and redeem fund shares based on the fund's net asset value.

As an asset - based investor this should mean I require hard net assets (not intangibles) that are worth at least the market cost of the equity.

Let me quote the latest 6K: «We have completed a comprehensive review of our assets and identified some merchant banking and other non-core net assets in the amount of approximately $ 102.0 million, or $ 1.63 per share, which are not required for our future operations.

The net asset value is equal to your balance plus your unrealized P / L from all open positions calculated using the current bid or ask rates Regulatory Margin Requirement: The minimum margin required by the regulator for the instrument.

She has suggested far - reaching new regulations that would, among other things, require money market funds to vary their share prices, or net asset values.

If you want to see complete list online in real time, go to GuruFocus Benjamin Graham Net Current Asset Value Screener (subscription required).

Using monthly net returns and assets under management (AUM) for specific (not fund - of - funds) and distinct CTA funds with at least 12 months of returns denominated in U.S. dollars and monthly data required to estimate futures risk factor premiums as available during January 1987 through July 2015, they find that: Keep Reading

Mutual Funds Money Funds and the Regulators Following the 2008 financial crisis, there has been debate about how much regulatory change is needed, including whether floating net asset values should be required.

Following the 2008 financial crisis, there has been debate about how much regulatory change is needed, including whether floating net asset values should be required.

GFS also provides the Funds with accounting services, including: (i) daily computation of net asset value; (ii) maintenance of security ledgers and books and records as required by the 1940 Act; (iii) production of a Fund's listing of portfolio securities and general ledger reports; (iv) reconciliation of accounting records; (v) calculation of yield and total return for a Fund; (vi) maintenance of certain books and records described in Rule 31a - 1 under the 1940 Act, and reconciliation of account information and balances among the Funds» custodian and Adviser; and (vii) monitoring and evaluation of daily income and expense accruals, and sales and redemptions of shares of the Funds.

I suppose I fit into the 6 month catagory (tapping beyond 6 months requires liquidation of some assets and positions, so my net worth is being impacted).

It's clear EIIB's new asset management strategy requires far less capital (even with bolt - on acquisitions) than the current GBP 129.8 mio of net equity.

We've recently been using the GuruFocus Benjamin Graham Net Current Asset Value Screener (subscription required) to generate regular watchlists of net net stocNet Current Asset Value Screener (subscription required) to generate regular watchlists of net net stocnet net stocnet stocks.

Except with respect to limitations on borrowing and futures and option contracts, any subsequent change in total assets or net assets or other circumstances does not require a fund to sell an investment if it could not then make the same investment.

With respect to futures contracts that are required to «cash settle,» however, a fund is permitted to set aside or earmark liquid assets in an amount equal to the fund's daily marked to market (net) obligation, if any, (in other words, the fund's daily net liability, if any) rather than the market value of the futures contracts.

Thus, any subsequent change in values, net assets or other circumstances does not require the fund to sell an investment if it could not then make the same investment.

A: To determine the extent and nature of the community assets in a high net divorce requires the retention of a forensic accounting experts.

These regulations are currently published in draft form in the Canada Gazette; if passed, they will require the applicant to provide a statement of net assets or of funding arrangements that demonstrates, to the Board's satisfaction, it is able to pay the applicable amount.

He works with both traditional divorces, and large cases that require complex business valuation, framing of assets, net disposable income, taxation and all aspects of complicated financial matters involved in such cases.

Handling a high net worth divorce case requires having access to many other professionals that will help to deal with various assets and build a solid case.

Family law issues involving high - net - worth estates or significant assets require special consideration from a law firm with a long - standing reputation for resolving intricate legal and financial matters.

Regulations are relatively tight for equity crowdfunding with investors required to hold net assets of RMB 10 million ($ 1.55 million) or income over RMB 500,000 a year.