Finance English
Insurance

O que e Taxa de Resgate?

Taxa de Resgate Surrender Charge is a fee imposed by insurers on policyholders who terminate their insurance policy or withdraw funds before a specified period.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Taxa de Resgate” Used in Practice?

A taxa de resgate pode reduzir significativamente o valor recebido pelo segurado que cancela uma apólice de seguro de vida nos primeiros anos.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

O que e Taxa de Resgate?

Surrender Charge is a fee imposed by insurers on policyholders who terminate their insurance policy or withdraw funds before a specified period.

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