Discretionary meaning finance
WebDiscretionary definition, subject or left to one's own discretion. See more. WebDiscretion. The ability to make decisions on one's own without the need to consult …
Discretionary meaning finance
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WebMay 25, 2024 · A discretionary account is sometimes referred to as a managed account; many brokerage houses require client minimums (such as $250,000) to be eligible for this service, and usually charge between... WebDiscretionary Payments means any payments or distributions, other than dividends, that are within the discretion of the financial service provider to make and, if not paid by the financial service provider, are not an event of default, including staff bonuses; Sample 1 Sample 2 Sample 3. Based on 2 documents.
WebStrict restrictions: With this account, you set a very tight list of restrictions for advisors, such as keeping only to blue-chip stocks or requiring the broker to keep a set ratio of bonds to stocks. This is more of a collaborative relationship. Full non-discretionary status: In this situation, you must approve every decision before a broker ... WebMar 30, 2016 · “Discretion” in this context refers to discretionary trading, which is when a …
WebJan 26, 2024 · A discretionary expense is a non-essential expense that is incurred by an … WebMar 9, 2024 · A discretionary trust could make more sense in certain financial situations than others and it’s important to consider both the pros and cons. As mentioned, the chief advantage of this type of trust is the ability to preserve assets for beneficiaries under the guidance and discretion of a trustee.
WebNov 6, 2024 · Seller's Discretionary Earnings, or "SDE", is a financial metric used to determine the true historical benefit to the owner of a small business. Calculating SDE is a way to standardize or "normalize" a company's earnings so it can be more accurately compared to the earnings of other companies and the industry as a whole.
WebFeb 26, 2024 · Definition A discretionary budget is an unspecified lump sum that states what the amount is for, what the maximum sum overall will be, and possibly specifies also a maximum sum per item. Discretionary budgeting is useful when the expenditure for each item is small in terms of value. molly trolley mapWebThe ability to make decisions on one's own without the need to consult others. For example, a discretionary account gives a broker the right to make significant investment decisions without permission from or even consultation with the account's owner. Likewise, certain investments give an investor more discretion than others. molly trolley maineWebSeller’s discretionary earnings (SDE) is a measure of the earnings of a business and is … hyvee thanksgiving meals 2022WebDec 30, 2024 · This means the investor bears the financial consequences of the manager's actions. FiNRA is interested in regulating and monitoring money managers, so it wants to make a distinction between actions taken by the manager that are just doing specifically what was asked by the investor and those that were the manager's perogative. hy-vee thanksgiving meals 2021Webdiscretionary fund noun [ C ] FINANCE uk us an amount of money that is available to … hy vee thanksgiving meals to goWebDiscretionary and Mandatory Spending? The labels discretionary and mandatory identify the process by which the Congress provides funds for federal programs or activities. The distinction is generally made at the time a law creates a program or provides authority to undertake an activity. molly tropperWebDec 15, 2024 · A discretionary account is one in which clients hand over control of their … hy-vee thanksgiving meal 2022