Contributors in Funds

Funds

Margin option equity

Financial services; Funds

Represents the liquidating value of all the assets in a customer's margin account (including options as well as any other investment instruments such as stocks, corporate bonds etc.) and applying the ...

Prospectus

Financial services; Funds

A printed document that summarises a corporation's registration statement for a new issue of non-exempt securities that was filed with the SEC. It details material information about the corporation ...

New fund for this account

Financial services; Funds

The first purchase of a specific fund in an account.

Root symbol

Financial services; Funds

The symbol of the option contract subject to being purchased or sold.

Margin requirement (for options)

Financial services; Funds

The amount an uncovered (naked) option seller (writer) is required to deposit and maintain to cover his or her daily position valuation and reasonably foreseeable intraday price changes. See Margin ...

Protective put

Financial services; Funds

Buying a put option contract to open against a long position in the security underlying the option. Note: Options involve risk and are not suitable for all investors. Clients should understand ...

New issue

Financial services; Funds

The offering of securities, either through an initial public offering or an additional financing for corporations that are already publicly traded. The Securities and Exchange Commission rules and ...

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