KNOW YOUR CLIENT - KYC
A standard policy in the financial industry that requires brokers to know detailed information about the risk appetite, investment knowledge, and financial position of their clients. It aims to protect both clients and investment advisors. Clients are protected because their investment advisor will know what investments best suit their personal conditions. Investment advisors are secured by determining what they should and should not include in their client's investment portfolio.
POPULAR TERMS
Investment Strategy
An investor’s systematic attack plan to guide his investment decisions according to an individual’s financial goals, risk tolerance, an ...
American Jobs Creation Act of 2004
Designed for multinational corporations, domestic manufacturers and other entities, as well as energy sector and the agriculture. It has 270 provis ...
DOP
Currency abbreviation for the peso oro, Dominican Republic’s lone official legal currency. The currency is comprised of 100 centavos and is p ...
Short-Term Paper
Short-Term Paper is a kind of financial instrument. They usually have less than nine months in their original maturity and are issued with a discou ...
Endowment
Financial asset donated to a non-profit institution, in the form of investment funds or property, with the purpose at the donor’s bequest. Th ...
POPULAR ARTICLE
SEE FOREX TUTORIAL
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Traders look at two primary factors when choosing the instruments they desire to trade: liquidity and volatility. Liquidity is the extent to which ...
Retirement Planning: Allocating Money for Retirement
In the previous tutorial, we outlined the significance of retirement. Now, let’s talk about the how in retirement planning.
“ ...
Income Sources for Creating Retirement Fund
We have already tackled the overview of retirement, its significance, and allocating money for it, the next we are about to discuss is looking for ...
Buying a Home: Determining the Amount You Can Afford
You have decided to buy a house, choose the best location, and select a home suitable for you needs. It is high time to determine the amount you ca ...
Buying a Home: Getting Pre-Approved for a Mortgage
You have determined the amount needed to buy the home of your dreams. Now, figure out the amount a bank can lend you. The rationale behind this is ...
ECONOMIC CALENDAR
| Time | Country | Indices | Period |
|---|---|---|---|
| 02:00 | Mid-Year Economic and Fiscal Outlook | ||
| 02:01 | Rightmove House Prices | Dec | |
| 04:00 | Fixed Asset Investment | Nov | |
| 04:00 | Industrial production | Nov | |
| 04:00 | Retail Sales | Nov | |
| 04:00 | Unemployment Rate | Nov | |
| 04:00 | NBS Press Conference | ||
| 06:30 | Tertiary Industry Index | Oct | |
| 09:00 | Wholesale Price Index | Nov |
