A financial asset product and method for implementing same

Details A financial asset product and method for implementing same A financial asset product and method for implementing same

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2570871

The present invention relates to a financial asset product and a method for creation thereof, including a plurality of component instruments and the link among the components that interrelates the components as a unitary portfolio. The terms or other parameters of the components are arranged according to a preset plan of the depositor/investor. The method may include the steps of assessing the financial needs or goals of the depositor or investor, developing a predetermined or preset plan or strategy for the purchase, management, maintenance, sale, withdrawal and/or exchange of financial instruments. The instruments may be acquired at one time or over a period of time, also according to a preset plan.

L'invention concerne un produit d'actif financier et une méthode de création de celui-ci. Ce produit comprend une pluralité d'instruments de composants et une liaison, parmi ces composants, permettant de relier les composants, en tant que portefeuille unitaire. Les échéances et d'autres paramètres des composants sont agencés selon un plan prédéfini du déposant/investisseur. La méthode de l'invention comprend les étapes consistant à: évaluer les besoins financiers ou les buts financiers du déposant ou de l'investisseur, développer un plan ou une stratégie prédéterminée ou prédéfinie pour l'achat, la gestion, la maintenance, la vente, la suppression et/ou l'échange d'instruments financiers. Les instruments peuvent être acquis en une fois ou pendant une certaine période, également en fonction d'un plan prédéfini.

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