GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW) | ||||||
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20:32 Dec 11, 2001 |
French to English translations [PRO] Bus/Financial - Finance (general) / banking | |||||||
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| Selected response from: Helen D. Elliot (X) Canada Local time: 11:13 | ||||||
Grading comment
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Summary of answers provided | ||||
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5 +3 | management mandate |
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4 +1 | management authority or management mandate |
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4 | management authority or management mandate | |||
4 | managed accounts |
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4 | Discretionary Management |
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4 | asset management authorization |
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management authority or management mandate Explanation: none Reference: http://granddictionnaire.com |
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management authority or management mandate Explanation: none -------------------------------------------------- Note added at 2001-12-11 21:28:23 (GMT) -------------------------------------------------- Mandat donné à la banque par le titulaire d'un dépôt titres aux fins d'administration de ce dépôt (mutations de portefeuille, etc.), mais n'accordant pas le droit de disposition. Reference: http://granddictionnaire.com |
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managed accounts Explanation: the funds will be marketed primarily through managed accounts which are managed by the financial institution acting in behalf of the client (as opposed to accounts self-managed by the customers) A reference: . whether conservative, balanced or aggressive. Our programs are suitable for all types of accounts - retirement plans, corporations, IRA's, trusts or personal. ... www.systemsandforecasts.com/Managed_Accounts/managed_accoun... I hopethis helps exp bus. |
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Discretionary Management Explanation: That's what private bankers and other call the management authorization . This is the official term. Discretionary Account A type of brokerage account whereby clients authorize their broker to buy and sell securities or commodities when the broker deems it is appropriate. The broker will decide when and which securities, the amount of shares, and price to be paid or received without the client's prior knowledge or consent. Some clients may set guidelines for the broker, such as limiting the type of securities in which to invest. Mandat de gestion / Verwaltungsvollmacht / procura amministrativa / management authorization; management mandate Mandat donné à la banque par le titulaire d’un dépôt titres aux fins d’administration de ce dépôt (mutations de portefeuille, etc.), mais n’accordant pas le droit de disposition. |
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management mandate Explanation: depending on the specific mandates: asset management mandate, risk management mandate, cash management mandate, investment portfolio mandate... Also, this term IN Termium: English:Banking Investment management authorization s CORRECT management mandate s CORRECT portfolio management agreement s DEF - a limited authorization for the bank to manage only the technical aspects of a client's securities safekeeping account, without taking over the economic supervision of the investment, e.g. changes in the security holdings. s 1986-01-13 French:Banking Investment mandat de gestion s CORRECT,MASC CONT - si le client ne désire pas gérer lui-même sa fortune, il peut confier à la banque l'administration de son compte et de son dépôt de titres en lui donnant un mandat de gestion. Ce mandat habilite la banque à effectuer des travaux de gérance sans aucun droit de disposition. |
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Grading comment
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