- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
Ability of the fund to use borrowed money with the intent to improve performance and/or enhance yield.
Industry:Financial services
An adult person selected to manage the assets of a minor under either the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act. The custodian is responsible for investing and reinvesting a minor's assets prudently and disbursing the assets to the minor, or for the minor's benefit.
Industry:Financial services
The trading date for a quote or the day a news headline or research comment was released.
For Mutual Funds: The date is as of close of business the previous day.
For Margin Violations: The date the violation occurred.
Industry:Financial services
The deadline after the pricing date by which you must submit your order confirmation for participation in the deal if you wish to purchase the shares.
Industry:Financial services
A view of an account's activity for a specified period of time up to the maximum available (six weeks for central asset accounts and 16 weeks for retirement accounts).
Industry:Financial services
A feature that provides a view of an account's activity for a default date range (10 days from the last activity date), or for a specified date range up to the maximum available (six weeks for central asset accounts and 16 weeks for retirement accounts).
Industry:Financial services
The dollar value of the cash balance and money market account assets in a client's account.
Industry:Financial services
