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Wealth Management Glossary

A Shares ADRS Abatement Accrued Income Accrued Interest Active Trust Administrative Provisions Administrator Administrator Cum Testamento Annexo (Also Known As Administrator CTA) Administrator Cum Testamento Annexo De Bonis Non (Also Known As Administrator CTA) Administrator With The Will Annexed Agency American Depository Receipts Amortization Annual Gift Tax Exclusion Annuity Apportionment Appraisal Asset Attorney In Fact Authenticated Copy

Amortization Similar to depreciation, but relating to the deduction for using up intangible assets (such as goodwill). In the case of a loan, an amortization schedule is the schedule of payments that are required to clear the loan obligation.

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