Discretionary accounts - vertaling naar spaans
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Discretionary accounts - vertaling naar spaans

FEE-BASED INVESTMENT MANAGEMENT PRODUCT FOR HIGH-NET-WORTH INDIVIDUALS
Managed Accounts; Managed accounts; Discretionary account; Controlled account

Discretionary accounts      
Cuenta discrecional
Un arreglo en el cual el poseedor de una cuenta da un poder a otra persona, usualmente su operador, para tomar desiciones de compra o venta sin tener que notificarle al dueño de la cuenta. Cuentas discrecionales frecuentemente son llamadas "cuentas administradas" o "controladas."
Controlled account         
Managed account         

Definitie

disposable income
¦ noun income remaining after deduction of taxes and social security charges, available to be spent or saved as one wishes. Compare with discretionary income.

Wikipedia

Managed account

In banking, a managed account is a fee-based investment management product for high-net-worth individuals. The main appeal for wealthy individuals is the access to professional money managers, a high degree of customization and greater tax efficiencies in a fee-based product. They are not to be confused with managed bank accounts such as thinkmoney, e-money accounts and basic bank accounts, all of which are consumer banking products in the UK.

Managed accounts started as separately managed accounts (SMAs) and have since evolved into multiple strategy accounts (MSAs) and the rapidly emerging unified managed accounts (UMAs). There is broad agreement that managed accounts provide the added benefits of greater transparency, liquidity and control.

Managed account minimums and the cost to operate managed account programs have steadily dropped as technology helps with efficiency and scale. Increasingly, managed account products are seeing interest from the "mass affluent" as well.

The retail managed accounts industry was sized at $1.70 trillion in 3Q 2009. Managed Accounts are typically offered by global investment banks and specialist investment firms.

Voorbeelden uit tekstcorpus voor Discretionary accounts
1. Those programs and projects supported the formulation and implementation of a new budget law with deadlines and rules for preparing and publicizing the budget bill; a drastic reduction of the use of discretionary accounts on the part of the public sector; the shaping of strategic plans to modernize the customs and tax bureaus and the establishment of an anti–corruption unit.