Investment Undertaking definition

Investment Undertaking means the Partnership, any intermediate holding or investing entities that the Company or the Partnership may establish from time to time for the purposes of efficient portfolio management and to assist with tax planning generally and any subsidiary undertaking of the Company or the Partnership from time to time;
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Investment Undertaking means an investment undertaking within the meaning
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Investment Undertaking means an investment undertaking within the meaning of section 739B of the Taxes Act;
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Examples of Investment Undertaking in a sentence

  • For instance, it does not address the tax position of Shareholders whose acquisition of Shares in the Company would be regarded as a shareholding in a Personal Portfolio Investment Undertaking (PPIU).

  • Personal Portfolio Investment Undertaking An investment undertaking will be considered to be a personal portfolio investment undertaking (PPIU) in relation to a specific Irish Resident Shareholder where that Irish Resident Shareholder can influence the selection of some or all of the property of the undertaking.

  • Irish resident companies entitled to the lower rate of Investment Undertaking Tax are required to provide a statement on its letterhead confirming that the company is within the charge of corporation tax.

  • Other Taxes – All Shareholders Personal Portfolio Investment Undertaking An investment undertaking such as the ICAV will be considered to be a personal portfolio investment undertaking ("PPIU") in relation to a specific Irish Resident Shareholder where that Shareholder is an individual and the Shareholder or certain persons connected with the Shareholder can select or influence the selection of some or all of the property of the undertaking.

  • Irish resident companies entitled to the lower rate of Investment Undertaking Tax are required to provide a statement on its letterhead confirming that the company is within the charge of corporation tax.OR (ii) Exempt Irish residentsAs an Intermediary, I/we declare that the person who will be beneficially entitled to the shares/units is an Irish resident who will not cause the Fund to have an obligation to deduct and pay tax to the Irish Revenue Commissioners.

  • Similarly, if a non-exempt Shareholder transfers (by sale or otherwise) an entitlement to Shares, an Irish Fund will account for Irish Investment Undertaking tax in respect of that transfer.

  • In order for the non-Irish resident shareholder to be exempt from Irish Investment Undertaking Tax (“IUT”), it must complete the relevant non-resident declaration and provide a copy of that declaration to the Irish Fund.

  • As an Investment Undertaking, the Company is not required to deduct dividend withholding tax from dividend payments made to Shareholders.

  • Stamp Duty As an Investment Undertaking, no liability in respect of Irish stamp duty will arise in respect of the issue, redemption, sale, conversion, transfer or reissue of Shares in the Company.

  • An investment undertaking is not a Personal Portfolio Investment Undertaking if the only property which may or has been selected was available to the public at the time that the property is available for selection by an investor and is clearly identified in the investment undertaking's marketing or other promotional material.


More Definitions of Investment Undertaking

Investment Undertaking means an undertaking which provides services involving the holding of funds or securities for third parties and collective investment funds;
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Investment Undertaking means any collective investment undertaking, including its segments, which:
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Investment Undertaking means an investment undertaking
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Investment Undertaking means an investment undertaking within the meaning ofsection 739B of the Taxes Act;
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Investment Undertaking has the meaning assigned to it in Clause 1.1.3 hereof.
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Investment Undertaking has the meaning assigned to it in Clause 1.1.3 hereof.
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Related to Investment Undertaking

  • parent undertaking means a parent undertaking as defined in point (15)(a) of Article 4(1) of Regulation (EU) No 575/2013;

  • financial undertaking means any of the following entities:

  • subsidiary undertaking means an undertaking controlled by a parent undertaking, including any subsidiary undertaking of an ultimate parent undertaking;

  • related undertaking means any undertaking in which any person has a

  • Demerged Undertaking means the Premium Brands Business of the Demerged Company and includes related assets, liabilities, rights and powers, on a going concern basis, representing an undertaking in compliance with Sec. 2(19AA) of the Income Tax Act, as on the Appointed Date, which shall be transferred and vested with the Resulting Company upon Demerger by the Demerged Company in terms of this Scheme. Without prejudice and limitation to the generality of the above, the Demerged Undertaking means and includes,:

  • Investment Advisory Agreement means an agreement under which Company or a Company Subsidiary acts as an investment adviser or sub-adviser to, or manages any investment or trading account of, any Client.

  • Standard Securitization Undertakings means representations, warranties, covenants and indemnities entered into by the Borrower or a Subsidiary thereof that are reasonably customary in non-recourse securitization transactions.

  • Investment Adviser or "Adviser" means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • Investment Agreement shall have the meaning set forth in the recitals.

  • Continuing Disclosure Undertaking means the Continuing Disclosure Undertaking of the Issuer, in substantially the form attached hereto as Exhibit 1, dated the Closing Date, for the purpose of providing continuing disclosure information under Rule 15c2-12 adopted by the Securities and Exchange Commission under the Securities Exchange Act of 1934, as may be amended from time to time.

  • Investment Advisor means, in relation to a Portfolio, the investment manager or investment advisor of the Portfolio.

  • Investment Management Agreement means the Investment Management Agreement made

  • Investment Advisers Act means the Investment Advisers Act of 1940, as amended.

  • Principal Underwriter shall have the meanings given them in the 1940 Act.

  • Initial Investment : means the amount that you initially subscribed to invest into the Plan.