Financial strategy


 

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Financial strategy

Practices a firm adopts to pursue its financial objectives.



Financial strategy

Similar Matches

Financial pager

Financial pager

A pocket sized pager with datascreen which can display a variety of financial information including equities, bonds, futures and market news etc plus facilities for alert for limit breaches. The type of information transmitted is dependent on the service provider.


Society for Worldwide Interbank Financial Telecommunications

Society for Worldwide Interbank Financial Telecommunications

An international body which sets protocols and standards for international payment systems, such as electronic money transfers.


Financial guarantee insurance

Financial guarantee insurance

Insurance created to cover losses from specified financial transactions.


Financial press

Financial press

Media devoted to reporting financial news.


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.


Further Suggestions

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Chartered Financial Analyst (CFA)
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Financial Services Act 1986
Financial objectives
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Financial Intermediaries Managers and Brokers Regulatory Association


 
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