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Accredited Investment Fiduciary

См. также в других словарях:

  • accredited investor — ac·cred·it·ed investor /ə kre də təd / n: an investor that qualifies under the Securities Act of 1933 and related Securities and Exchange Commission regulations as one having at least a specified net worth and a certain level of knowledge and… …   Law dictionary

  • institutional accredited investors — (IAIs) USA Any institutional investor which falls within any of the following categories of accredited investor at the time of the sale of the securities to that investor: • Any bank; any savings and loan association, whether acting in its… …   Law dictionary

  • Harold Evensky — (Born September 9, 1942 [Miami Today Advertisement, September 2002] ) is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and president of Evensky Katzhttp://www.fpanet.org/member/meetings/online education/09 14… …   Wikipedia

  • IAIs — institutional accredited investors (IAIs) USA Any institutional investor which falls within any of the following categories of accredited investor at the time of the sale of the securities to that investor: • Any bank; any savings and loan… …   Law dictionary

  • IAI — institutional accredited investors (IAIs) USA Any institutional investor which falls within any of the following categories of accredited investor at the time of the sale of the securities to that investor: • Any bank; any savings and loan… …   Law dictionary

  • Dodd–Frank Wall Street Reform and Consumer Protection Act — Full title An Act to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail , to protect the American taxpayer by ending bailouts, to protect consumers… …   Wikipedia

  • Mortgage broker — A mortgage broker acts as an intermediary who brokers mortgage loans on behalf of individuals or businesses. Traditionally, banks and other lending institutions have sold their own products. However as markets for mortgages have become more… …   Wikipedia

  • Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

  • National University (California) — National University Motto Discendo Vivimus (Latin) Motto in English We live through learning Established 1971 Type Private, non profit Endowment $32 …   Wikipedia

  • Business broker — A business broker is a person or firm who/which acts as an intermediary between sellers and buyers of small businesses. Business brokers, also called business transfer agents, or intermediaries, assist buyers and sellers of privately held small… …   Wikipedia

  • Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States …   Wikipedia

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