Investment discretion definition

Investment discretion means that, with respect to an account, a bank di- rectly or indirectly:
Investment discretion means the making of one or more investment decisions (buy, sell or otherwise handle) by an "individual” or "entity" with respect to the assets, “securities" or other investments belonging to a third party without that third party's prior approval of each such decision.
Investment discretion means that, with respect to an account, a bankdirectly or indirectly:

Examples of Investment discretion in a sentence

  • Investment discretion is explained to clients in detail when an advisory relationship has commenced.

  • We also utilize independent contractors and consultants to assist us with the operation, repair and maintenance on the AFJ rig, installing the satellite equipment, and maintaining and supervising such services in order to complement our existing work force, as needed.

  • Investment discretion is explained to Clients in detail when an advisory relationship has commenced.

  • Investment discretion over the segregated portfolio is exercised by or granted to anyone other than the investment manager.

  • Investment discretion is defined as the sole or shared authority (whether or not that authority is exercised) to determine what securities or other assets to purchase or sell on behalf of the fiduciary related account.


More Definitions of Investment discretion

Investment discretion means that,with respect to an account, an FDIC- supervised institution directly or indirectly:
Investment discretion means that, with respect to an account, an FDIC- supervised institution directly or indi- rectly:
Investment discretion means, with respect to an account, the sole or shared authority (whether or not that authority is exercised) to determine what securities or other assets to pur- chase or sell on behalf of the account. A bank that delegates its authority over investments and a bank that re- ceives delegated authority over invest- ments are both deemed to have invest- ment discretion.
Investment discretion means legal authorization to select, obtain and dispose of investments on the client’s behalf without separate authorization for each transaction;
Investment discretion means, with respect to an account, the sole or shared authority (whether or not that authority is exercised) to determine what securities or other assets to purchase or sell on behalf of the account.
Investment discretion means the authority of a corporate credit union, as trustee, to determine what securities, property, or other investments will be purchased or sold by or for an account.
Investment discretion means legal authorization to select, obtain and dispose of an investment on behalf of a client without separate authorization for each transaction.