sophisticated investor

sophisticated investor
USA
An investor who either alone or together with his, her or its purchaser representative, has sufficient knowledge and experience with financial and business matters that the investor can evaluate the risks and merits of the investment.
This term is often used to refer to this type of investor generally. Depending on the context, it can also refer to groups of sophisticated investors that are defined in the Securities Act of 1933, as amended, such as accredited investors (including institutional accredited investors) or qualified institutional buyers.

Practical Law Dictionary. Glossary of UK, US and international legal terms. . 2010.

Игры ⚽ Поможем написать реферат

Look at other dictionaries:

  • Sophisticated Investor — A type of investor who is deemed to have sufficient investing experience and knowledge to weigh the risks and merits of an investment opportunity. For certain purposes, net worth and income restrictions must be met before a person can be… …   Investment dictionary

  • investor — noun ADJECTIVE ▪ big, large, major ▪ long term ▪ average, ordinary, small ▪ Many ordinary investors s …   Collocations dictionary

  • sophisticated — adj. VERBS ▪ be, feel, look, seem ▪ become, get, grow ▪ The software grows more sophisticated over time …   Collocations dictionary

  • Accredited investor — is a term defined by various securities laws that delineates investors permitted to invest in certain types of higher risk investments including seed money, limited partnerships, hedge funds, and angel investor networks. The term generally… …   Wikipedia

  • Institutional investor — Institutional investors are organizations which pool large sums of money and invest those sums in companies. They include banks, insurance companies, retirement or pension funds, hedge funds and mutual funds. Their role in the economy is to act… …   Wikipedia

  • Angel investor — An angel investor or angel (known as a business angel or informal investor in Europe), is an affluent individual who provides capital for a business start up, usually in exchange for convertible debt or ownership equity. A small but increasing… …   Wikipedia

  • Accredited Investor — A term used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by certain government filings. Accredited investors include …   Investment dictionary

  • nonaccredited investor — Wealthy, sophisticated investors who do not meet SEC net worth requirements. These investors require less protection because of large financial resources, but only 35 nonaccredited investor can be included per investment. Bloomberg Financial… …   Financial and business terms

  • Offshore financial centre — Many leading offshore financial centres are located in small tropical Caribbean countries. An offshore financial centre (OFC), though not precisely defined, is usually a small, low tax jurisdiction specializing in providing corporate and… …   Wikipedia

  • Alternative Investment Market — The Alternative Investment Market (AIM) is a sub market of the London Stock Exchange, allowing smaller companies to float shares with a more flexible regulatory system than is applicable to the Main Market. The AIM was launched in 1995 and has… …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”