new account report

new account report
бирж. отчет о новом клиенте* (заполняемый брокером или дилером документ, содержащий детальное описание финансового состояния нового клиента и его инвестиционных целей и используемый для определения наиболее подходящих для данного клиента видов инвестиций)
See:

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отчет о новом счете: документ, заполняемый брокером о новом клиенте (финансовое положение, инвестиционные цели); на основе этой формы определяется возможность некоторых видов рискованных инвестиций для данного клиента; см. know your customer.

Англо-русский экономический словарь.

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Смотреть что такое "new account report" в других словарях:

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