Fixed return toolsIt is a header that affects the correct planning of the process in Investment Tools. Investment broker assessment; the target of the person should be made in the framework of the need of vadesi, liquidity, risk tolerance and total costs. The past performance does not guarantee future return; product documents and authorized institution information should be checked. Compare the return definition, vade, exporter/counterparty risk, tax/cost, early output and payment calendar from product documents; do not offer the rated amount as real earnings.
Risk control
Type the probable error, when it comes out and its effect separately. Preventive control, if the second control and problem to capture the error is formed, set the interfere step. Become a owner and the last review date of each control.
Control points
- Rate time horizon, cash need, total cost and risks together.
- Check the current state of the product information form, exporter and service provider.
- Openly write assumptions and ambiguities without guaranteeing a guarantee or a single tool proposal.
Sample application
For example, when a business prepared a transaction titled “Sabit-turned vehicles”, the purpose of processing and evidence of the hand is lost. Then the related teams compare data, confirms missing information from the source and the approved version holds in the transaction file. When the procedure is completed, it compares and saves the difference and follow-up action.
Discussion question: When comparing, what do you notice from vade, liquidity, fee and risk information?
This sharing is for general information and professional discussion. Up-to-date legislation, contract and product/procession properties should also be evaluated.
Current source: SPK — Investor information booklets —