Define: Investment Media

How is Investment Media defined in a legal contract?

• Investment Media means certain specified securities, stock, and money market mutual funds chosen and detailed by a participant for asset investment in a self-directed account. Seen in 2 SEC filings
• Investment Media means the chosen funds, contracts, obligations or other forms of investment directed by each participant for the assets of his accounts. Seen in 1 SEC filing
• Investment Media means the manner of investment in which a participant's account balance is invested. Seen in 1 SEC filing

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of investment media' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

Investment Media means specific financial assets chosen for investment within a participant's account.

Relevant Contract Types

• Investment Management Agreement
• Financial Advisor Agreement
• Securities Purchase Agreement
• Stock Purchase Agreement

Relevant Circumstances

• Setting up of a new investment account
• Managing an existing investment portfolio
• Purchase or sale of stock or securities
• Rebalancing of portfolio investments

Relevant Sectors

• Finance
• Investment Banking
• Asset Management
• Private Equity

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Genie Definition 2

Investment Media means the manner in which a participant's account balance is invested.

Relevant Contract Types

• Investment Advisory Agreement
• Portfolio Management Agreement
• Retirement Account Agreement
• Trust Agreement

Relevant Circumstances

• Setting up a retirement or trust account
• Managing an individual's or organization's investment portfolio
• Making investment decisions on behalf of a client
• Establishing a financial trust

Relevant Sectors

• Financial Services
• Investment Management
• Retirement Planning
• Wealth Management

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