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  2. Accredited investor - Wikipedia

    en.wikipedia.org/wiki/Accredited_investor

    an investment fund that distributes or has distributed its securities only to (i) a person that is or was an accredited investor at the time of the distribution, (ii) a person that acquires or acquired securities in the circumstances referred to in sections 2.10 of NI 45 106 [Minimum amount investment] or 2.19 of NI 45 106 [Additional ...

  3. Bank of Singapore - Wikipedia

    en.wikipedia.org/wiki/Bank_of_Singapore

    Bank of Singapore is the private banking arm and a wholly owned subsidiary of Oversea-Chinese Banking Corporation (OCBC), Southeast Asia’s second largest bank. Formerly known as ING Asia Private Bank, it was acquired by OCBC in 2009 from ING Group for US$1.46 billion. [3] After completed the acquisition, OCBC subsequently combined ING Asia ...

  4. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    Series 65 – Uniform Investment Adviser Law Exam* Series 66 – Uniform Combined State Law Exam (Combined 63 and 65)* Series 72 – Government Securities – Limited Representative; Series 79 – Investment Banking Exam; Series 82 – Private Securities Offerings – Limited Representative; Series 86 – Research Analyst – Securities ...

  5. Institutional investor - Wikipedia

    en.wikipedia.org/wiki/Institutional_investor

    An institutional investor is an entity that pools money to purchase securities, real property, and other investment assets or originate loans.Institutional investors include commercial banks, central banks, credit unions, government-linked companies, insurers, pension funds, sovereign wealth funds, charities, hedge funds, real estate investment trusts, investment advisors, endowments, and ...

  6. Chartered Alternative Investment Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Alternative...

    Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The Chartered Alternative Investment Analyst Association was founded in 2002 by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Markets (CISDM).

  7. Wealth strategies that used to be reserved for billionaires ...

    www.aol.com/wealth-strategies-used-reserved...

    Investment tactics often require big buy-ins and high fees. New tech is lowering the price of entry in fields like direct indexing and private markets. This article is part of "Transforming ...

  8. What’s the difference between a cashier’s check and a ...

    www.aol.com/finance/difference-between-cashier...

    Cashier’s check. Certified check. Cost per item. $5 to $15. $15 to $20. Availability. Can be purchased at a bank or credit union, online or in person. Can be purchased at a bank or credit union ...

  9. Qualified institutional buyer - Wikipedia

    en.wikipedia.org/wiki/Qualified_Institutional_Buyer

    A business development company as defined in section 202(a)(22) of the Investment Advisers Act of 1940. A 501(c)(3) charitable organization, corporation (other than a bank or a savings and loan association), partnership, or Massachusetts or similar business trust; and; An investment adviser registered under the Investment Advisers Act of 1940.

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