Suitability Assessment definition

Suitability Assessment for residential treatment means a determination by a Qualified Evaluator, who has conducted a personal examination and assessment of the child, that the child meets the criteria for placement in a residential treatment center, pursuant to s. 39.407(6)(c), F.S.
Suitability Assessment means the whole process of collecting information about a client and the subsequent assessment by the firm that a given investment product is suitable for him, based also on the firm’s solid understanding of the products that it can recommend or invest into on behalf of the client.
Suitability Assessment or “SA” means an exercise carried out by HLISB to gather necessary information from the prospective Investor(s) on the Investor(s)’s financial capabilities, risk appetite and ability to bear risk in order to form a reasonable basis for the Bank’s recommendation.

Examples of Suitability Assessment in a sentence

  • Below the EU Threshold only Suitability Assessment Questions may be asked.

  • The objective of a Client Suitability Assessment (CSA) is to profile the risk-return orientation of the investor and the result is used as basis to recommend various classes of UITFs. The CSA shall be subject to review every three (3) years.

  • And if there are any changes to my/our risk tolerance profile, I/we will notify and furnish RHBAM with the updated Investor Suitability Assessment Form.• With the completion and execution of this purchase/switch form, I/We, the abovenamed unitholder(s)/member(s), agree that all facsimile and/or electronic mails ("emails") confirmation(s) are conclusive and irrevocable as to its terms and contents.

  • A standardised form of Suitability Assessment Questions must be used.

  • The information provided to me in this Suitability Assessment is strictly confidential and is used for the purpose of fact finding and to facilitate the advisory process.


More Definitions of Suitability Assessment

Suitability Assessment means the suitability assessment undertaken by APM which sets out the Client’s financial circumstances, needs and investment objectives (as amended or updated from time to time);
Suitability Assessment means a determination by a qualified evaluator as to whether a child or adolescent meets the criteria in Section 39.407(6)(a)3.a.-c., F.S., for needing placement in a residential treatment center. The assessment includes a personal examination and assessment of the child and results in written findings.
Suitability Assessment means the assessment by KBC of whether a Transaction in a KBC Investment Fund is suitable for your risk profile or not.
Suitability Assessment means the assessment whether a Transaction in a KBC Investment Fund is suitable for you based on your financial situation including Your ability to bear losses, Your risk profile, Your knowledge and experience of financial investments and your investment objectives
Suitability Assessment means such studies, due diligence and other activities determined by the Developer to be sufficient for it to make the determination that the condition precedent set forth in Section 3.3(b) herein has been met (or is otherwise waived by the Developer), as evidenced by its consummation of the Project Real Estate Closing.
Suitability Assessment means the assessment by KBC of whether an Investment Fund(s) is suitable for your risk profile or not.
Suitability Assessment means the assessment whether a Transaction in a KBC Investment Fund is suitable for Your risk profile or not.