Assets Under Management A Complete Guide - 2020 Edition
145 pages
English

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145 pages
English

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Description

Is there a limit to the amount of stable value assets the firm will manage? What fiduciary responsibility do you assume if advice is provided? What are the two major means of fund distribution and what has been the trend for each approach? What is the funds target dividend distribution to investors? Please consider the current redemption procedures as it relates to a withdrawal queue (Pro-rata, first-in/first-out, a combination, etc.) How is the pro rata allocation determined?


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Your purchase includes access details to the Assets Under Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:


- The latest quick edition of the book in PDF


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- The Self-Assessment Excel Dashboard


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INCLUDES LIFETIME SELF ASSESSMENT UPDATES


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Informations

Publié par
Date de parution 19 septembre 2019
Nombre de lectures 0
EAN13 9780655973713
Langue English

Informations légales : prix de location à la page 0,3600€. Cette information est donnée uniquement à titre indicatif conformément à la législation en vigueur.

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