glossary Page 22 of 40

1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. An individual who has the day-to-day responsibility of investing and monitoring the cash and securities within a fund’s portfolio in order to achieve the fund’s objectives.

A vehicle is a medium for the expression, communication, or achievement of ideas, information, power, goals or objectives. Therefore, an Investment Vehicle is a medium for the achievement of investment objectives. Different vehicles suit different purposes, just like automobiles can be chosen for comfort, speed, reliability, endurance, road conditions, retaining value, prestige, etc. an investment has attributes that accomplish certain goals. Balancing the investment timeframe, risk profile, expected return, capital growth vs income, enables an investor to select a vehicle that matches their exact profile. For example, if your investment plan involves a target monthly income goal, then you will select a very different vehicle than you would if capital growth was your objective.

A person who invests money in order to make a profit. Types of investments include: equity, debt securities, real estate, currency, commodity, token, derivatives such as put and call options, futures, forwards, etc.

An Initial Public Offering is the open sale of shares in a company prior to the company being listed on a stock exchange and traded publicly for the first time.

1. A regular activity performed in exchange for payment, especially as one’s trade, occupation, or profession: Her job is doing customer service. 2. A position of employment: How many jobs are open at the company? 3. A task that must be done: Let’s finish this job before we start the next one. 4. A specified duty or responsibility: Your job is to look after the dogs while we’re away. 5. A difficult or strenuous task: It’s a real job getting people to help out at these charity events. 6. A specific piece of work to be done for a set fee: a cheap repair job. 7. The object to be worked on: Those overgrown shrubs are a big job. 8. Something resulting from or produced by work: I like the job they did on those gardens.
9. An operation done to improve one’s appearance, or the result of such an operation. Often used in combination: a nose job. 10. A program application that may consist of several steps but is performed as a single logical unit. 11. A criminal act, especially a robbery: a bank job. 12. An example of a specified type, especially of something made or constructed. Often used in combination.

1. Explaining away wrongnesses, mistakes or violations. Most explanations of conduct, no matter how far-fetched, seem perfectly right to the person making them since they are only asserting self-rightness and other-wrongness.  2. The act of justifying. 3. The condition or fact of being justified.

1. To give a reason for taking a particular action. 2. Show the rightness of a person or an action.

1. To retain possession of. 2. To have a supply. 3. To cause to continue in a state, condition, or course of action. 4. To adhere or conform to; follow. 5. To be faithful to; fulfill: keep one’s word. 6. To celebrate; observe. 7. To maintain records or entries, enter data, detain, restrain, prevent, deter, refrain from indulging, save; reserve.

1. Something that a person does not want anyone to know about; something a person must not tell another. 2. An antisocial, embarrassing, or “must not be experienced” act that an individual keeps to himself. 3. Financially supported by another, esp. in exchange for sexual services.