- Industry: Financial services
- Number of terms: 73910
- Number of blossaries: 1
- Company Profile:
World's leading financial information-service, news, and media company.
The process of turning over unclaimed or abandoned property to a state authority. Escheatment laws require mutual funds to turn over uncashed or returned check dollars and/or client account fund shares if the owner cannot be located within a length of time determined by each state.
Industry:Financial services
Property or money held by a third party until the agreed upon obligations of a contract are met.
Industry:Financial services
A document provided by a bank in options trading to guarantee that the underlying security is on deposit and available for potential delivery.
Industry:Financial services
Holding of the proceeds from a new bond issue to pay off an existing bond issue at its maturation date.
Industry:Financial services
The preparation of a plan to carry out an individual's wishes as to the administration and disposition of his/her property before or after his/her death.
Industry:Financial services
A federal or state tax imposed on an individual's assets inherited by heirs.
Industry:Financial services
Tax to be paid quarterly on income that is not subject to withholding tax, including self-employed income, investment income, alimony, rent, and capital gains.
Industry:Financial services
