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  2. Equalization payments - Wikipedia

    en.wikipedia.org/wiki/Equalization_payments

    The money the provinces receive through equalization can be spent in any way the provincial government desires. The payments help guarantee "reasonably comparable levels" of health care, education, and welfare in all the provinces. The definition of "reasonably comparable levels", however, has been the subject of considerable debate.

  3. Unit trust - Wikipedia

    en.wikipedia.org/wiki/Unit_trust

    A unit trust is a form of collective investment constituted under a trust deed. A unit trust pools investors' money into a single fund, which is managed by a fund manager. Unit trusts offer access to a wide range of investments, and depending on the trust, it may invest in securities such as shares, bonds, gilts, [1] and also properties, mortgage and cash equivalents

  4. Open-ended investment company - Wikipedia

    en.wikipedia.org/wiki/Open-ended_investment_company

    The terms "OEIC" and "ICVC" are used interchangeably with different investment managers favouring one over the other. In the UK OEICs are the preferred legal form for new open-ended investment over the older unit trust. As an open-ended company the manager must create shares when money is invested and redeem shares as requested by shareholders.

  5. Unit investment trust - Wikipedia

    en.wikipedia.org/wiki/Unit_investment_trust

    A RIC is a trust, corporation or partnership in which investors have common investment and voting rights but do not have direct interest in investments of the investment company or fund. A grantor trust, in contrast, grants investors proportional ownership in the underlying securities. A UIT is created by a document called the Trust Indenture.

  6. Undertakings for Collective Investment in Transferable ...

    en.wikipedia.org/wiki/Undertakings_for...

    The Undertakings for Collective Investment in Transferable Securities Directive (Directive 2009/65/EC, "UCITS") [1] is a EU directive that allows collective investment schemes to operate freely throughout the EU on the basis of a single authorisation from one member state.

  7. UTI Asset Management - Wikipedia

    en.wikipedia.org/wiki/UTI_Asset_Management

    Erstwhile Unit Trust of India was bifurcated with the non-NAV based schemes brought under the government purview and other under the purview of SEBI. While the former came under the Administrator of the Specified Undertaking of The Unit Trust of India (SUTTI) and the latter became the asset manager, UTI Mutual Fund. [7] [8] [9]

  8. What Does "FBO in Trust" Mean? - AOL

    www.aol.com/finance/does-fbo-trust-mean...

    FBO is an abbreviation for the common term “for the benefit of” and it is often used in estate planning. In a trust, the term conveys ownership and value to the trustee. The FBO legal language ...

  9. Closed-end fund - Wikipedia

    en.wikipedia.org/wiki/Closed-end_fund

    U.S.-based closed-end funds are referred to under the law as closed-end companies and form one of three SEC-recognized types of investment companies along with mutual funds and unit investment trusts. [7] Like their better-known open-ended cousins, closed-end funds are usually sponsored by a fund management company.