fact find

indaga sui fatti

In other languages:

  • fact find [EN] - a document compiled by an intermediary that details vital facts about an investor's financial circumstances and investment objectives. The intermediary will rely on the information contained in a fact find to make appropriate investment recommendations to the investor (IW)
  • dokumenti tal-fatti [MT] - dokument kompilat minn intermedjarju li jagħti dettalji tal-fatti ewlenin dwar iċ-ċirkustanzi finanzjarji u l-objettivi ta' investiment ta' investitur. L-intermedjarju joqgħod fuq informazzjoni li jkun fih dokument tal-fatti biex jagħmel lill-investitur rakkomandazzjonijiet xierqa dwar investiment (IW)
2018-09-19T08:53:44+00:00

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