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  2. Loan agreement - Wikipedia

    en.wikipedia.org/wiki/Loan_agreement

    Loan agreements offered by regulated banks are different from those that are offered by finance companies in that banks receive a "banking charter" granted as a privilege and involving the "public trust". Loan agreements are usually in written form, but there is no legal reason why a loan agreement cannot be a purely oral contract (although ...

  3. Securities lending - Wikipedia

    en.wikipedia.org/wiki/Securities_lending

    In finance, securities lending or stock lending refers to the lending of securities by one party to another.. The terms of the loan will be governed by a "Securities Lending Agreement", [1] which requires that the borrower provides the lender with collateral, in the form of cash or non-cash securities, of value equal to or greater than the loaned securities plus an agreed-upon margin.

  4. CapitalSource - Wikipedia

    en.wikipedia.org/wiki/CapitalSource

    In 2006, CapitalSource completed its conversion to a Real Estate Investment Trust , which enabled the company to remain competitive in a highly liquid market due to the tax benefits of REIT status. In 2009, CapitalSource completed its revocation of REIT status. [3] Today the company operates as a C-Corp, as it did prior to 2006.

  5. Guaranteed investment contract - Wikipedia

    en.wikipedia.org/wiki/Guaranteed_investment_contract

    In the late 2000s, AIG, a holding company and not an insurance company, was bailed out by the federal government to the tune of over a hundred billion dollars. The NY Times reported that some of the government money (at least 9 billion dollars) was used to pay out on "Guaranteed Investment Agreement" contracts that AIG had sold to investors. [9 ...

  6. Syndicated loan - Wikipedia

    en.wikipedia.org/wiki/Syndicated_loan

    This might include terms which relate to when the loan is to finance a company acquisition or a large infrastructure project, conferring interests in the lenders. Often term sheets are made to be expressly non-binding. However, in Maple Leaf Macro Volatility Master Fund v Rouvroy (2009) a loan term sheet was held to create a contract.

  7. Fiduciary - Wikipedia

    en.wikipedia.org/wiki/Fiduciary

    Typically, a fiduciary prudently takes care of money or other assets for another person. One party, for example, a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to another party, who, for example, has entrusted funds to the fiduciary for safekeeping or investment.

  8. Security agreement - Wikipedia

    en.wikipedia.org/wiki/Security_agreement

    If the security agreement is for a purchase money security interest in consumer goods, perfection is automatic. Otherwise, the lender must record either the agreement itself, or a UCC-1 financing statement , in an appropriate public venue (usually the state secretary of state or a state business commission under that person's authority).

  9. Financial intermediary - Wikipedia

    en.wikipedia.org/wiki/Financial_intermediary

    A financial intermediary is an institution or individual that serves as a "middleman" among diverse parties in order to facilitate financial transactions.Common types include commercial banks, investment banks, stockbrokers, insurance and pension funds, pooled investment funds, leasing companies, and stock exchanges.

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