- 行业: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
Trust certificates issued by a special purpose trust in par amounts of $10, $25, or $1000 units.
Industry:Financial services
The least amount of money that a person may use to purchase additional shares in a previously existing mutual fund account. Typically, minimum investment limitations do not apply to fund shares purchased pursuant to dividend reinvestment plans or other programmes by which fund distributions are automatically invested in additional fund shares.
Industry:Financial services
A feature that provides a view of an account's activity for particular Supplemental Year-End Tax Information related to Mortgage Pools, Grantor Trusts, Commodity Trusts, HOLDRs, Royalty Trusts and REMIC CDOs. Supplemental Year-End Tax Information includes: Supplemental Summaries, Summaries by Security, Original Issue Discount Detail, Gross Proceeds Detail and Gain/Loss Detail FIFO.
Industry:Financial services
Also known as "contingent deferred sales charge." Charge for withdrawal prior to the expiration of the surrender charge period.
Industry:Financial services
The amount available in cash upon cancellation of an insurance policy, usually a whole life policy, before it becomes payable upon death or maturity.
Industry:Financial services
A system of letters used to uniquely identify a security. For Fixed Income, see Security Number.
The option symbol consists of the Root Symbol and the corresponding Strike Codes. To view a single option quote you must know the Root Symbol and the Strike Codes, which are joined together with an underscore character.
Root Symbol-For listed stock, the option symbols are the same as for the underlying stock. Symbols for options on qualified over-the-counter securities vary according to the market data vendor.
Strike Codes-After the Root Symbol is determined, it must be joined with the appropriate Strike Codes. The Strike Code consists of two letters, the first letter designates the expiration month and the second letter indicates the strike price.
Note: Options involve risk and are not suitable for all investors. Clients should understand thoroughly the risks and opportunities associated with trading options and should read the document entitled Characteristics and Risks of standardised Options before engaging in any options transactions.
Industry:Financial services
Use to find a symbol by entering a company name and selecting "Symbol Look-up".
Industry:Financial services
Fund invests principally in zero-coupon U.S. Treasury securities or in coupon-bearing U.S. government securities targeted to mature in a specific year.
Industry:Financial services
Contract may be tied to another contract held by same owner and taxes combined on the aggregate of the two (or more) contracts.
Industry:Financial services
A short-term debt obligation issued by the U.S. Treasury to meet short-term financial needs, and which will be repaid upon maturity with tax receipts.
Industry:Financial services
