Examlex
What is the first step in the direct-response process?
Trade Record
Documentation or data that keeps track of all trading activities, including purchases and sales of securities.
Paper Trail
A series of documents or records that provide evidence of a person's or organization's transactions, actions, or history.
Expected Returns
The anticipated amount of profit or loss an investment is predicted to generate based on historical or projected performance.
Securities
Securities that signify ownership in a corporation that's publicly traded (such as shares), a debt obligation to a government entity or a company (through bonds), or entitlements to ownership through options.
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