Terms with Tag Investment

  • Cash Return on Gross Investment (CROGI)Acronym,
    • Central Bank Definition,
      • An institution that manages a nation's monetary policy.
    • Certificate of Deposit (CD)Acronym,
      • A time deposit product offered by US banks. In Canada these are referred to as guaranteed investment certificates or GICs.
    • Certified Annuity Advisor (CAA)Acronym,
      • Certified Annuity Specialist (CAS) Acronym, Important,
        • A professional who is certified to provide investment advice about annuities to clients.
      • Certified Financial Planner (CFP)Acronym, Canada, Important,
          Certification awarded in Canada by Financial Planners Standards Council (FPSC).
        • Certified ROI [Return on Investment] Professional (CRP)Acronym,
          • Charitable Gift Annuity (CGA) Acronym, Canada, Very Important,
            • A method to facilitate charitable giving whereby an individual transfers assets to a charity in exchange for a tax deduction and lifetime retirement income payments from the charity.
            A form of planned giving.
          • Chartered Investment Manager (CIM)Acronym, Canada, Important,
            • Chequing Account Definition,
              • A bank account that allows quick access to the money in the account.
            • Client Account Agreement (CAA)Acronym,
                Terms set out by banks when opening a savings or securities / investment account.
              • Closed-end Fund Definition,
                • A mutual fund with shares initially sold to investors through an IPO; afterwards, the fund is listed on a stock exchange to be bought and sold.
              • Combination Account Definition,
                • An account that is part savings and part chequing. You may write cheques and you will be paid interest if you have enough money in the account.
              • Commerce International Canada (CICan)Company, Canada,
                • Commercial Investment Real Estate (CIRE)Acronym,
                  • Commercial Mortgage-Backed Securities (CMBS)Acronym, Important,
                    • Commercial Property Investment (CPI)Acronym,
                      • Commission (comm) Abbreviation,
                        • A fee paid to a salesperson for selling a product to a customer.
                        • An agent's fee for negotiating a real estate or mortgage loan transaction, often expressed as a percentage of the selling price.
                      • Commissioners' Reserve Valuation Method Definition,
                        • A method used to determine the minimum statutory reserves for annuities and insurance products.
                      • Committee on Foreign Investment in the United States (CFIUS)Acronym, United States,
                          A US acronym.
                        • Common Stock (CS) Acronym,
                          • A security that allocates partial ownership in a corporation, but at a lower standing than preferred stocks.
                        • Common Stock Non-Voting (CSNV)Acronym,
                            Also referred to as non-voting shares.
                          • Commutation Definition,
                            • An option given to the beneficiaries of annuities and life insurance policies that allows them to modify the frequency and size of benefit payments.
                          • Compound Interest Definition,
                            • Interest that is calculated by adding the interest earned in the current period to the principal and figuring the next period's interest on this "compounded" total amount.
                          • Compounded Rate of Return (CROR)Acronym,
                            • Compounding Method Definition,
                              • Used in Bank rate tables. These include: S--Simple interest. A--Compounded annually. H--Compounded semi-annually. Q--Compounded quarterly. M--Compounded monthly. D--Compounded daily.
                            • Conduct and Practices Handbook (CPH)Acronym, Canada,
                              • A study in understanding the rules, regulations, practices and ethics for investment advisors or representatives.
                              An investment advisor course.
                            • Constructive Receipt Definition,
                              • The idea in which a taxpayer does not actually have to take possession of money for it to be taxable. An example of this is when savings account interest is reinvested rather than sent to the account holder as a separate payment. In this case, the account holder constructively received the interest because the earnings were credited to his account and could have been taken out at the owner's discretion. As such, the earnings are taxable.
                            • Contingent Beneficiary Definition,
                              • A beneficiary who only receives his or her benefit when specific conditions have been met.
                            • Continuously Compounded Rate of Return (CCRR)Acronym,
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