发明名称 FINANCIAL INSTRUMENT AND METHODS OF STRUCTURING AND IMPLEMENTING A FINANCIAL INSTRUMENT INVESTMENT PRODUCT
摘要 Variable rate of return debt instrument has principal amount ("principal"), maturity date, term, recurring period, return on principal, and obligations for principal repayme nt during each period, remainder at maturity date, and payment of return at maturity date. Principa l repaid during any period determined with reference to performance of basket of investments. Amount paid at maturity equals principal plus return minus percentage (based on financial benchmark) of sum of principal repayments. Return indeterminable during term. A basket of investments retur n may be increased by inherently leveraged derivative instruments. Debt instrument may be promissory note. Obligations may be from deposit taking institution. Principal repayment guarantee obligation may be funded by highly rated debt instrument. Methods of structuring, issuing a nd paying on debt instrument included.
申请公布号 CA2509179(A1) 申请公布日期 2005.11.13
申请号 CA20052509179 申请日期 2005.06.06
申请人 BMO NESBITT BURNS INC. 发明人 MARTONE, GINO;SEABROOK, LUKE
分类号 G06Q90/00;G06Q40/06;(IPC1-7):G06F17/60 主分类号 G06Q90/00
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