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