Financial strategy


 

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Financial strategy

Practices a firm adopts to pursue its financial objectives.



Financial strategy

Similar Matches

Financial adviser

Financial adviser

A professional offering financial advice to clients for a fee and/or commission.


Swiss Options and Financial Futures Exchange (SOFFEX)

Swiss Options and Financial Futures Exchange (SOFFEX)

The Swiss derivatives market with the first fully electronic trading system in the world, now called Eurex Zurich AG.


Financial institution buyer credit policy

Financial institution buyer credit policy

Insurance coverage for loans by banks to foreign buyers of exports.


Independent financial adviser

Independent financial adviser

A person qualified to give financial advice to clients on life assurance, pensions, funds, and other financial products, who is not tied to any one financial institution.A financial adviser may charge his clients a fee for his advice, and, depending on his contract with product providers, may also receive a commission on the products which the client buys.In theory, an IFA's recommendations should be based on which company and products best suit the needs of the client, not on the level of commission he receives.In contrast, a company representative or tied agent is a financial adviser who is authorised to recommend only the products of the company he represents, so his advice is partial.Financial advisers have to make it clear to their clients whether they are independent or tied.


Financial futures

Financial futures

Futures contracts where the underlying instruments are financial such as shares, interest rates, currencies and indexes etc.


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