Suitability


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Suitability

A requirement that any investing strategy fall within the financial means and investment objectives of an investor.

Suitability

The legal requirement than an investment adviser, broker, or other party act in a way most likely to fit a client's investment goals. See also: Fiduciary responsibility.
References in periodicals archive ?
If the Board does not direct his release, it has been asked to advise the Secretary of State on his suitability for open conditions (Category D prison).
Failing to adequately explain the features and benefits of variable annuities, assure suitability before making a sale, and make required disclosures.
Suitability of a recommendee and the consultation are not subject to judicial review but the issue of lack of eligibility or an effective consultation can be scrutinised for which a writ of quo warranto would lie.
The report refers to the NAIC's latest version, the Suitability in Annuity Transactions Model Regulation of 2010, which applies to the sale of annuities to all age groups, not just senior citizens and the elderly, industry experts said.
So far, a large number of studies have been done in relation to land suitability for different types of the tourism and ecotourism [10,16,14], However few studies have been done about land suitability for forest park location.
broker-dealers' suitability obligation to their customers under
Based on the draft findings of the Suitability Study Report, we again contracted with CH2M Hill to develop a repair/ improvement strategy for constructing a new dock at the North End of the Port of Anchorage Terminal and to stabilize and remove the areas that were deemed not successfully constructed and those that had major defects.
Key words: Adirondacks, Alces alces, habitat suitability, heat stress, moose, operative temperature, thermal cover.
com)-- Success CE is pleased to announce that the state of Washington has approved their course, WA Annuity Suitability 4 Hour Course, to satisfy the recently passed annuity training requirement (effective 3/29/2012).
The company, which has pioneered the mapping of solar energy potential, has also announced a nationwide solar mapping project and an on demand service providing detailed solar suitability reports.
Using existing geographic data of the physical attributes of the river, a GIS-based restoration suitability index has been developed with the goal of identifying specific areas that hold a greater probability for success in oyster restoration.
Also, if you hold a public role, there is a public interest in the media publishing information for a debate as to the person's suitability for that role.