Investor Terms
Unitholder
Definition
What is Unitholder?
An investorA person or organisation that commits capital with the expectation of a financial return. recorded as owning units in a collective investmentAn asset or commitment of money made with the expectation of future income, growth, or both. fund.
Example in practice
How This Looks in Practice
A person holding 250,000 units participates proportionally in the fund's value and eligible distributions.
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Related Terms
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Know Your Customer
The identity and due-diligence checks a financial institution performs before serving an investor.
Investor TermsRisk Profile
An assessment of an investor's ability and willingness to accept investment losses and uncertainty.
Investor TermsTime Horizon
The expected period before invested money will be needed.
Tax TermsWithholding Tax
Tax deducted at source from specified income payments before the recipient receives the balance.