I Definition
The return an investment provides over a period of time, expressed as a time-weighted annual percentage. Sources of returns can include dividends, returns of capital and capital appreciation. The rate of annual return is measured against the initial amount of the investment and represents a geometric mean rather than a simple arithmetic mean.
Annual return is the de facto method for comparing the performance of investments with liquidity, which includes stocks, bonds, funds, commodities and some types of derivatives. Different asset classes are considered to have different strata of annual returns
II. Documents required
Old Clients:
1. Confirmation Letter
2. Original Copy of Signed Filing Forms;
New Clients:
1. Confirmation Letter
2. Original Copy of Signed Filing Forms
3. Certificate of Incorporation, Copy
4. Business Certificate, Copy
5. M & A, 1 Copy
6. Company Incorporation Papers (D1, D3, R1 Forms)
7. Identification of All Directors and Shareholders;
Documents Obtained:
1. Business Certificate, Original
2. AR1 Forms, Original |