- Industria: Financial services
- Number of terms: 25840
- Number of blossaries: 0
- Company Profile:
UBS AG, a financial services firm, provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
Form which can be used at either a bank or a post office to make a deposit or transfer money in favour of a recipient. See also bank payment slip with reference number.
Industry:Banking
Account opened jointly in the names of two or more persons whereby it is agreed that each can dispose of the assets in the account individually and without having to obtain the consent of the other(s). See also collective account.
Industry:Banking
Positive/negative difference between the price at which an investment is purchased and the price at which it is sold. Profit or loss on the realization of a long-term investment.
Industry:Banking
15th day of the month. Date on which forward transactions are settled (squared) on the exchanges, especially in Belgium and the United Kingdom.
Industry:Banking
The base price at which US stocks are traded on the Swiss Exchange. Equals the share price on the NYSE translated at the current exchange rate.
Industry:Banking
The amount an insurance company will repay to a policyholder who wishes to terminate his policy early. Usually, the life insurance policy premiums must have been paid for at least three years. The surrender value is used as a guideline for determining the credit line granted against the pledge of life insurance claims as collateral.
Industry:Banking
Selling technique in the issuing business whereby the price/return are not defined by the issuer or seller but instead on the basis of bids submitted by the investors or buyers.
Industry:Banking
A fund raising technique for companies willing to exchange equity in return for money to grow or expand the business.
Industry:Banking
Research which produces financial reports for portfolio managers, fund managers, relationship managers and private banking clients, who are then in a position to purchase the securities on their own account. Opposite: sell-side research.
Industry:Banking
Settlement date for forward currency contracts that does not coincide with standard contract periods.
Industry:Banking
