Investor Terms

Investment Mandate

Definition

What is Investment Mandate?

The documented instructions and limits governing how money may be invested.

Example in practice

A mandate may permit only investment-grade local-currency fixed income with a maximum 20% in one issuer.

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The identity and due-diligence checks a financial institution performs before serving an investor.

An assessment of an investor's ability and willingness to accept investment losses and uncertainty.

The expected period before invested money will be needed.

Tax deducted at source from specified income payments before the recipient receives the balance.

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