Investment Account

From Open Risk Manual

Definition

Investment Account. An account that provides a record of deposits of funds and/or securities held at a financial institution

The typical objectives of an investment account are to achieve long term growth, income or capital preservation from the deposited asset portfolio. Investment accounts are typically not insured.

Service Domain

Handles the non-cash holdings positions for a customer, covering multiple instruments as necessary.


See Also


Disclaimer

This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.