W-8BEN Form

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

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

More terms

Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Yield

Income from an investment as a percentage of its current price.
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Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.
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American Depository Receipt (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Yield to maturity

What is yield to maturity and why is it useful?
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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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Beta

Learn what Beta stands for in finance.
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