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Introduction Investment
The Broker Confirmation Letter serves several purposes. It allows the personal representative to verify the existence of investment accounts held by an investment firm. It also helps determine the exact ownership of the investments. If the investments are held jointly with another individual, or if the investments are held by a trust, the investments may or may not be subject to probate. Therefore, it is important for the personal representative to be able to identify the types of investments owned by the decedent and in whose name the investments are held.
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More about Introduction Investment
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• Organize your tax information and help maximize deductions Features & Benefits - plus investment planning tools to help better manage your portfolio and help maximize your investments. • Get the most out of your investments Powerful investment tools help you define goals, set targets and optimize your investment portfolio. Get alerts on your favorite stocks and funds to help you make informed investment decisions.
Diversification . A larger pool of funds allows the fund manager managing the unit trust to purchase a wider range of investments. Rather than concentrating an investment portfolio into one or two investments or shares, a portfolio of market securities can be held. The wider the spread of investments, the less volatile (i.e. variable) the investment returns will be. In simple terms, not putting all your eggs in one basket.
