Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs 036-679
金融服务，即在单个账户内协调投资组合的维护、交易、再平衡和税务管理需求
Chinese
金融服务，即在单个账户内协调投资组合的维护、交易、再平衡和税务管理需求
English
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Spanish
Servicios financieros, a saber, coordinación, dentro de una única cuenta, de las necesidades de mantenimiento, negociación, reequilibrio y gestión fiscal de una cartera de inversiones
- Term ID
- 036-679
- Class
- 36
- Type
- Services
- Status
- Active · added, not since modified (A)
- Effective date
- 2008-07-17
- Version
- 09-2007