Investment limit

Unless otherwise defined, the maximum amount agreed between a financial service provider and the customer that may be used for investment within a certain period of time. Corresponding contracts often also include investment objectives (investment goals), namely certain areas in which the client wishes to invest his money. – See investment advice, financial portfolio management. – Cf. BaFin Annual Report 2011, p. 179 (BaFin investigates significant case of abuse).

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University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec.
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