Examples of Qualifying Shares in a sentence
I have read this Application Form and I confirm that I have provided information on my personal and financial circumstances which is true and accurate at the date of this Application Form in order that the Portfolio Managers may assess the suitability for me of investment in the Qualifying Shares.
In particular, the Investor acknowledges that the Investments are of a type that cannot easily be valued or realised and that the default period of holding Qualifying Shares will be at least three years for the Investor’s protection since tax relief may be otherwise lost.
The Portfolio Managers are required by the FCA Rules to obtain sufficient information from you to determine whether investment in Qualifying Shares is either suitable or appropriate for you depending on your choices of investment.
Directors Qualifying Shares of subsidiaries are deemed to be owned by their immediate parent entity.
We will act on the instructions of the Fund Manager to realise investments for investors; and be authorised to buy, sell, retain, convert, exchange or otherwise deal in the Qualifying Shares.