TERMIUM Plus®

The Government of Canada’s terminology and linguistic data bank.

MANAGED ACCOUNT [1 record]

Filter results by subject field Alphabetical list of terms

Filter results by subject field

Alphabetical list of terms

Record 1 2010-12-20

English

Subject field(s)
  • Stock Exchange
  • Investment
DEF

... an investment portfolio account of a client established in writing under which the portofolio adviser to the account makes investment decisions for the account and has full discretion to trade in securities of the account without requiring the client's express consent to a transaction ...

CONT

Managed accounts. This refers to an investment portfolio managed by a member through the grant of discretionary authority by a client on a continuing basis.

French

Domaine(s)
  • Bourse
  • Investissements et placements
DEF

[...] compte dans lequel un tiers est habilité à prendre des décisions de placement quotidiennes [...]

CONT

Les comptes gérés : Il s'agit d'un portefeuille de placement géré par un membre à qui un client a donné des pouvoirs discrétionnaires de façon continue.

Spanish

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© Public Services and Procurement Canada, 2024
TERMIUM Plus®, the Government of Canada's terminology and linguistic data bank
A product of the Translation Bureau

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