Collective investment scheme

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  • Financial Planning Essay

    the issue is by taking a numerous measures to better and simplify product disclosure statement (PDSs) which are used by consumers to make a decision on financial products. For products like margin loans, superannuation and simple collective investment schemes the PDSs have been condensed and only the important key information is provided in summary form. All the added information to these key information is ‘incorporated by reference’ and is provided on request or by online. Financial Product regulation: The government implemented strict regulation on financial products to restrict consumer’s access to highly risky and complicated products. This ensure that the consumer do not fall prey to products which are not going to be beneficial to them. (Sandlant, 2011) 3) Explain three (3) potential impacts of the provision of financial advice being inappropriate to a client’s needs and at odds with their risk tolerance. 1) Answer: The three potential impacts a) Financial loss: Most of the clients start planning and saving for their retirement from very early on. If such a client were to invest in high risk and poorly diversified portfolio, they are risking their life saving and end up losing it all especially if there is a financial crisis. b) Bad investment: If a client acts on a bad advice from a planner to invest in property during a bubble in the market. The client might end up paying more for the property than he should be and end up with nothing when the bubble burst and the…

    Words: 731 - Pages: 3
  • Why I Want To Go To Interview Essay

    their main goal is to figure out ways to manage their client’s money in order to keep them on track to meet their money goals. However, my mom’s job goes much more in depth than that including creating an education savings for the future, determining retirement plans, and putting peoples money into the stock market. Besides the stock market she also puts her clients money into bonds, CDs or certificates of deposits, and annuities. As a Vice President, this gives her more credibility when dealing…

    Words: 1390 - Pages: 6
  • Questions: Can You Describe Your Investment?

    to make better investment decisions. 1. Can You Describe This Investment? Your financial advisor or the person pushing you towards an investment should be able to describe the investment very clearly in just a few sentences. You should understand what the investment buys and sells, how frequently it trades or invests, and how much the investment expects to make. You should be able to understand the basics of a possible investment in just a few minutes. If you don 't understand it, that 's a…

    Words: 1117 - Pages: 5
  • Rhetorical Analysis Strategies

    important life lesson. Beginner doesn’t need to be college educated to start investing, in fact, they doesn’t need to be a high school graduate. They only need to have a basic understanding of business and have the confidence to make a plan for their life. Throughout the article, DeFeo mentions why investing can be scary, but it won’t stop people for doing it. Also, he states the goal of investing, persuading people to invest for their own future good. He specifies whether people should invest…

    Words: 1473 - Pages: 6
  • Personal Narrative: My First Work Experience

    This semester I had my first work experience related to my field of study. I interned with Morningstar which is an independent provider of investment research, financial information on mutual funds, stocks, exchange-traded funds and multiple saving plans (Morningstar 2016). Morningstar’s mission is to provide software, reliable information on its investing site, online and print-based products for individual investors, professional advisors and institutional clients. It has offices in 27…

    Words: 1007 - Pages: 5
  • In The Game Of Tetriminos

    In collective action, however, each part is a person. While humans are certainly much more complex than blocks on a computer screen, tetriminos and individuals are surprisingly comparable. Each individual takes up a different space in society, fitting into different social roles. Likewise, each tetrimino fits into a different crevice because of its shape. Yet, like humans, tetriminos are all fundamentally the same; they are all made up of four blocks, pieced together in different ways.…

    Words: 1261 - Pages: 6
  • The Asset Management Industry Analysis

    Business Issue: The Asset Management Industry There are two general approaches to investment management – either utilizing active investment management or passive investment management. An active investment managers’ goal is to outperform a specific benchmark index by identifying mispriced securities. A passive managers’ goal is to closely track or replicate the return pattern of a specified benchmark index at a low cost. A passive manager does not make any attempt to seek out mispriced…

    Words: 1014 - Pages: 5
  • Mcmaster University Pension Plan Case Study

    McMaster University Pensions Plans The Investment Sub-Committee on the Board of Trustees of McMaster University pension plans is scheduled to meet to evaluate the performance of Investments the established benefit and contribution plans that are provided. Given the stipulations in the McMaster University Statement of Investment Policies (SIP), an opinion about the plan’s current investment manager must be provided. The process towards giving that opinion involves collecting any additional…

    Words: 934 - Pages: 4
  • The Lusitania Disaster

    as casualty is a important psychological concept that describes how the collective “culture attempts to heal the trauma through the process of regrouping, redefinition and renewal that results in a range of possible outcomes, from greater social cohesion and clarity of purpose at one end to intergroup conflict, institutional failure and social disintegration at the other” (Pastor, 2004 pg. 619). In both, The Lusitania disaster and the 9/11 attacks, the surprising attack and loss of American…

    Words: 1037 - Pages: 5
  • Personal Narrative: My Experience At MTSU Jazz Music

    instrument amount was varied, but the expected Jazz instruments were all there: stand-up bass, piano, horn section, drums, etc. All of the woodwind players played different instruments throughout each piece. It was held in the T. Earl Hinton Music Hall in the Wright Music Building. Around 130 people were there. I never really know what to expect from school performances. I have never been to a completely Jazz concert before, and especially not one done by professionals. There were a lot more…

    Words: 982 - Pages: 4
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