Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Over-The-Counter (OTC)

A security that is sold outside of an exchange.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.
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Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.
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Nominal amount

The face value of a gilt. It represents the amount that will be repaid to the holder at maturity and is also used to calculate the dividend or coupon payment.
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Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
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Money laundering

A method of moving money obtained illicitly through the financial system so it can be used legally.
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