Glossary
Finance Glossary
Clearly explained terms from pension planning, wealth management and private markets. Each term links to the matching knowledge topic.
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- Capital Call
- Capital Protection Certificate
- Capital Requirements
- Capital Withdrawal Tax
- Carried Interest
- Client Segmentation (FinSA)
- Co-Investment
- Commercial Securities Trading
- Commitment
- Compliance Function
- Concentration Risk
- Conflict of Interest
- Conversion Rate
- Coordination Deduction
- COSI (Collateral Secured Instrument)
- Coupon
- Currency Gains (Private Assets)
- Custodian Bank
- Illiquidity Premium
- Imputed Rental Value
- Income Tax
- Independent Asset Management
- Independent Asset Manager
- Inheritance and Gift Tax
- Inheritance Contract
- Investment Advice
- Investment Fund
- Investment Guidelines
- Investment Horizon
- Investment Strategy
- Investor Protection
- Issuer
- Issuer Risk
- IV (Disability Insurance)
- Partial Liquidation
- Partial Retirement
- Participation Certificate
- Participation in Acquired Property
- Pension Advice and Retirement Planning
- Pension Certificate
- Pension Fund
- Pillar 3a · see topic
- Pillar 3a: Bank vs. Insurance
- Pillar 3b
- Private Debt
- Private Equity
- Private Markets · see topic
- Prudential Supervision