INVESTMENT TIME HORIZON and LIQUIDITY NEEDS. The Firm defines investment time horizon as the expected period of time you plan to invest in order to achieve your financial goals. The Firm defines liquidity needs as the ability to quickly and easily convert to cash all or a portion of the investments in your account(s) without experiencing significant loss in value from, for example, the lack of a ready market, or incurring significant costs or penalties.
Appears in 5 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
