An investment which enables individuals who have significant holdings in a single stock to diversify without incurring capital gains taxes, by letting them exchange their stock for shares in a diversified portfolio.
Related information about exchange fund:
- Exchange fund - Wikipedia, the free encyclopedia
An Exchange Fund or Swap Fund is a mechanism specific to the U.S., first introduced in late 1990s that allows holders of large amount of a single stock to ...
- Exchange Fund Definition | Investopedia
A stock fund that allows an investor to exchange his or her large holding of a single stock for units in a portfolio. Exchange funds provides investors with a easy ...
- Understanding Exchange Funds
Nov 1, 2004 ... Unlike most stock transactions, the transfer of stock to an exchange fund does not trigger any capital gains tax liability. Instead, these transfers ...
- Exchange Funds: A Solution to Concentrated Wealth - Bailard
An exchange fund (sometimes referred to as a swap fund) is a limited partnership in which all ... And, because contributing stock to an exchange fund is likely ...
- What is exchange fund? definition and meaning
Definition of exchange fund: An investment which enables individuals who have significant holdings in a single stock to diversify without incurring capital gains ...
- EB Exchange Funds
EB Exchange Funds was founded by Larry Albukerk in 1999 to allow entrepreneurs to diversify a small portion of their large illiquid holdings and to build a ...
- Cultural Exchange Fund
“The Cultural Exchange Fund has allowed me to meet artists and see projects I ... The Cultural Exchange Fund is a travel subsidy program supported by the ...
- The Bicentennial Swedish-American Exchange Fund – Study in ...
The application form for 2013 is now online. Application deadline is November 15, 2012, and decisions will be announced in February 2013 by the Swedish ...