Financial Glossary: Approved List


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Approved List

Approved List

A list of pre-selected securities that are deemed fit for purchase by a Mutual Fund or the clients of a brokerage firm.

The intention is to Limit the account managers' or brokers' array of choices to investments available on the brokerage's approved list. From a brokerage firm's perspective, the approved list Will usually be somewhat larger than the selected holdings in any one client's Portfolio, so that there are ample choices for constructing a Portfolio, or changing it over time as needed. The approved list Will also frequently show buy and sell target prices for the securities, and Will be updated by the firm's research team and then transmitted to the brokers or account managers.

Posted by IBC Conferences

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