Englisch: KYC and suitabilityPolnisch translation: zasada \"poznaj swojego klienta\" i zapewnienia właściwej/odpowiedniej strategii inwestycyjnej  KudoZ The KudoZ network provides a framework for translators ... More  |
|
| Glossareintrag (aus Frage unten abgeleitet) | | Englisch Begriff oder Satz: | KYC and suitability | | Polnisch Übersetzung: | zasada \"poznaj swojego klienta\" i zapewnienia właściwej/odpowiedniej strategii inwestycyjnej | | Eingetragen von: | Irena Daniluk |
| Optionen:
- Zu diesem Eintrag beitragen |
Übersetzungen Englisch > Polnisch [PRO]
Law/Patents - Recht (allgemein) / EU regulations | | Englisch Begriff oder Satz: KYC and suitability | kolejna zasada z dyrektywy o rynkach finansowych
wiem już, że KYC - know your client
nie wiem, o co chodzi, ani jak to w związku z tym ująć po polsku.
Anyone, please? :) |
| | Notiz(en) an den/des Fragesteller(s)
| | zasada "poznaj swojego klienta" i zapewnienia właściwej/odpowiedniej strategii inwestycyjnej | Erklärung:
A situation (and sometimes a legal requirement) that an investment strategy meets the objectives and means of an investor. In most parts of the world financial professionals have a duty to take steps that ensure that an investment is suitable for a client. For example, in the United States these rules are enforced by the NASD.
http://www.investopedia.com/terms/s/suitable.asp
Know your client - KYC
A standard form in the investment industry that ensures investment advisors know detailed information about their clients' risk tolerance, investment knowledge and financial position.
KYC forms protect both clients and investment advisors. Clients are protected by having their investment advisor know what investments best suit their personal situations. Investment advisors are protected by knowing what they can and can not include in their client's portfolio.
http://www.investopedia.com/terms/k/knowyourclient.asp
http://www.google.pl/search?num=20&hl=pl&as_qdr=all&q=+%22kn...
--------------------------------------------------
Note added at 7 hrs (2006-12-20 07:50:57 GMT)
--------------------------------------------------
ta pierwsza definicja oczywiście do suitability
--------------------------------------------------
Note added at 7 hrs (2006-12-20 07:52:16 GMT)
--------------------------------------------------
Obowiązująca w bankowości zasada "znaj swojego Klienta" (Know Your Client - KYC) jest obecnie powszechnie uznawana przez wszystkie renomowane firmy....
www.taxways.pl/template.php?link=about - 16k |
| Ausgewählte Antwort von:
Katarzyna Terelak
Polen
| Hinweis von Fragesteller an den Antwortendenstokrotne dzięki!
4 KudoZ-Punkte wurden für diese Antwort vergeben |
|
7 Stunden Antwortsicherheit:   |
| | kyc and suitability zasada "poznaj swojego klienta" i zapewnienia właściwej/odpowiedniej strategii inwestycyjnej
Erklärung:
A situation (and sometimes a legal requirement) that an investment strategy meets the objectives and means of an investor. In most parts of the world financial professionals have a duty to take steps that ensure that an investment is suitable for a client. For example, in the United States these rules are enforced by the NASD.
http://www.investopedia.com/terms/s/suitable.asp
Know your client - KYC
A standard form in the investment industry that ensures investment advisors know detailed information about their clients' risk tolerance, investment knowledge and financial position.
KYC forms protect both clients and investment advisors. Clients are protected by having their investment advisor know what investments best suit their personal situations. Investment advisors are protected by knowing what they can and can not include in their client's portfolio.
http://www.investopedia.com/terms/k/knowyourclient.asp
http://www.google.pl/search?num=20&hl=pl&as_qdr=all&q=+%22kn...
--------------------------------------------------
Note added at 7 hrs (2006-12-20 07:50:57 GMT)
--------------------------------------------------
ta pierwsza definicja oczywiście do suitability
--------------------------------------------------
Note added at 7 hrs (2006-12-20 07:52:16 GMT)
--------------------------------------------------
Obowiązująca w bankowości zasada "znaj swojego Klienta" (Know Your Client - KYC) jest obecnie powszechnie uznawana przez wszystkie renomowane firmy....
www.taxways.pl/template.php?link=about - 16k
| | Hinweis von Fragesteller an den Antwortenden | | Login to enter a peer comment (or grade) |
Zur KudoZ-Liste zurückkehren
| |
The translation workplace 
