Portfolio management.

Portfolio management and advice

Portfolio management services ( 3 )

Portfolio management, trust and custody services ( 3 )

Portfolio management.

portfolio management and advice,

portfolio withdrawals receivable must be deducted.

Portfolio of products distributed through the same distribution system

portfolio withdrawals credited to ceding and retroceding insurance undertakings, and

Portfolio entries payable on the conclusion or amendment of outward reinsurance contracts shall be added;

The Government may also contain up to two ministers without portfolio.

It should at least provide an indication of the total value of the state's portfolio.

express definition that all companies, which are not mentioned as strategic, are a Portfolio Capital Investment, and a framework strategy of the handling of portfolio investments;

»Portfolio Capital Investments« are investments which are determined as part of the portfolio within the Strategy and with which the Republic of Slovenia aims to achieve exclusively economic goals.

Asset management, such as cash or portfolio management, all forms of collective investment management, pension fund management, custodial depository and trust services.

It shall be deemed that the Government has taken office if more than two-thirds of the Ministers of State have been appointed, not including ministers without portfolio.

Advisory intermediation and other auxiliary financial services on all the activities listed in points 1 to 10 above, including credit reference and analysis, investment and portfolio research and advice, advice on acquisitions and on corporate restructuring and strategy.

<>Also concerning portfolio investments?

Minister without Portfolio, responsible for relations with the European Communities;

Prior to this, the transfer of the insurance portfolio to the accepting insurance undertaking shall not be permitted.

the size of the client's financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500000,

The Koha Group portfolio also includes the Koha Print printing house, Koha Vision Television (KTV) with national coverage, and the Koha Net Internet Provider.

(1) An insurance undertaking may, by means of an agreement, transfer to another insurance undertaking (hereinafter: accepting insurance undertaking) insurance contracts within an individual group or class of insurance (hereinafter: insurance portfolio) together with the assets covering technical provisions equalling the provisions to be set aside for the insurance portfolio being transferred or the assets covering mathematical provisions to be set aside for the insurance portfolio being transferred.

Each Member State shall make it possible for an undertaking to assign all or part of its portfolio of policies if the assignees possess the necessary solvency margin, due account being taken of the assignment.

"Portfolio management" means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;

A prudent business plan shall be submitted by the co-financiers or sponsors of the fund in the same way as for venture capital funds (Rule No 8), mutatis mutandis, and specifying the target guarantee portfolio.

The current level of long term contracts is adequate on the Community level, and it is believed that such contracts will continue to make a significant contribution to overall gas supplies as companies continue to include such contracts in their overall supply portfolio.

The assets of the ECSC in liquidation, including both its loan portfolio and its investments, shall be used as necessary to meet the remaining obligations of the ECSC, in terms of its outstanding borrowings, of its commitments resulting from previous operating budgets, and of any unforeseeable liability.

"freezing of funds" means preventing any move, transfer, alteration, use of, access to, or dealing with funds in any way that would result in any change in their volume, amount, location, ownership, possession, character, destination or other change that would enable the funds to be used, including portfolio management;

"freezing of funds" means preventing any move, transfer, alteration, use of, access to, or dealing with funds in any way that would result in any change in their volume, amount, location, ownership, possession, character, destination or other change that would enable the funds to be used, including portfolio management;

"freezing of funds" means preventing any move, transfer, alteration, use of, access to, or dealing with funds in any way that would result in any change in their volume, amount, location, ownership, possession, character, destination or other change that would enable the funds to be used, including portfolio management;

(1) The Insurance Supervision Agency shall refuse to grant an authorisation to transfer insurance contracts if the volume of the assets covering technical provisions or assets covering mathematical provisions is lower than that of the provisions to be set aside for the insurance portfolio to be transferred, or if there exist other reasons due to which the interests of policy holders could be threatened.

When providing investment advice or portfolio management the investment firm shall obtain the necessary information regarding the client's or potential client's knowledge and experience in the investment field relevant to the specific type of product or service, his financial situation and his investment objectives so as to enable the firm to recommend to the client or potential client the investment services and financial instruments that are suitable for him.

(2) In the cases referred to in items 1, 2 and 4 of the fifth paragraph of Article 80 of this Act, the Insurance Supervision Agency shall also refuse to grant an authorisation if the accepting insurance undertaking fails to meet the conditions for performing insurance business within groups or classes of insurance to be transferred or if, due to the taking-over of the portfolio, the operation of the accepting insurance undertaking may be threatened according to the rules on risk management.

The Conference notes the Commission's intention to prepare a reorganization of tasks within the college in good time for the Commission which will take up office in 2000, in order to ensure an optimum division between conventional portfolios and specific tasks.

All insurance undertakings engaged in the said insurance shall be compulsorily included in the equalisation schemes designed to equalise, among insurance undertakings, differences relating to the costs of health services arising from the differences in the age structure, sex structure and structure of seriously ill insured persons in the portfolios of individual insurance undertakings.

- portfolio management and advice,

Financial portfolio management supplied by security intermediaries

Whereas the First Directive's provisions on transfer of portfolio should be reinforced and supplemented by provisions specifically concerning the transfer to another undertaking of the portfolio of contracts concluded by way of freedom to provide services;

(b) the assets shall be invested in such a manner as to ensure the security, quality, liquidity and profitability of the portfolio as a whole.

(f) investment in the sponsoring undertaking shall be no more than 5 % of the portfolio as a whole and, when the sponsoring undertaking belongs to a group, investment in the undertakings belonging to the same group as the sponsoring undertaking shall not be more than 10 % of the portfolio.

In some markets it may be relatively easy and not too costly for the active firms to reposition their products or extend their product portfolio.

Securities held owing to statutory requirements and investment activities for a specific purpose, carried out by NCBs on their own account such as the management of an earmarked portfolio corresponding to capital and reserves and the management of an earmarked portfolio held as a permanent investment (financial fixed assets).

(d) investment in derivative instruments shall be possible insofar as they contribute to a reduction of investment risks or facilitate efficient portfolio management.

asset management, such as cash or portfolio management, all forms of collective investment management, pension-fund management, custodial depository and trust services;

(xiii) asset management, such as cash or portfolio management, all forms of collective investment management, pension fund management, custodial, depository and trust services;

(a) investing up to 70 % of the assets covering the technical provisions or of the whole portfolio for schemes in which the members bear the investment risks in shares, negotiable securities treated as shares and corporate bonds admitted to trading on regulated markets and deciding on the relative weight of these securities in their investment portfolio.

They shall also ensure, from the beginning of the second stage, free movement of capital relating to portfolio investment and financial loans and credits with a maturity shorter than a year.

In the case of a potential conflict of interest, the institution, or the entity which manages its portfolio, shall ensure that the investment is made in the sole interest of members and beneficiaries;