Mutual fund
Across
- 5. Investor's formal process for reporting grievances or issues. (9 letters)
- 6. PH agency regulating mutual funds and securities. (3 letters)
- 8. A corporate entity investment fund regulated by the SEC. (10 letters)
- 9. Spreading investments across different asset classes to reduce risk. (15 letters)
- 11. Rules ensuring investments match the client's financial profile and goals. (11 letters)
- 13. Bank-offered investment fund regulated by the BSP. (4 letters)
- 14. "Know Your "rule for identity verification. (3 letters)
- 15. Strategic division of investments among asset classes (short for Asset (10 letters)
Down
- 1. Key document detailing a fund's objectives, risks, and fees. (10 letters)
- 2. The person or entity putting money into a fund. (8 letters)
- 3. Requirement to provide important fund information to the public. (10 letters)
- 4. The possibility of losing money on an investment. (4 letters)
- 7. Guiding principles for fund manager conduct. (6 letters)
- 10. Manager's duty to always act in the investor's best interest. (9 letters)
- 12. PH agency regulating banks and UITFs. (3 letters)