Investment Plan
/ɪnˈvɛstmənt plæn/
Definitions
- (n.) A structured proposal or strategy designed to allocate resources or capital to achieve specific financial or business objectives over time.
The client reviewed the investment plan to ensure it met their retirement goals.
- (n.) A contractual arrangement setting forth terms and conditions under which investments are made, often within financial services or managed funds.
The parties entered into an investment plan outlining the contributions and expected returns.
Forms
- investment plans
Related terms
Commentary
Typically used in financial and contractual contexts; clarity in scope and parties involved is critical when drafting or interpreting an investment plan.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.