What is a Face-Amount Certificate Company? A Legal Overview

Definition & Meaning

A face-amount certificate company is a type of investment firm that issues face amount certificates, which are a form of debt security. These certificates promise to pay a specified sum of money to the investor at a future date. Investors can purchase these certificates either as a lump sum or through periodic payments. The certificates are typically backed by assets such as real estate or other securities, providing a level of security for the investment. This type of company operates under the guidelines set forth by the Investment Company Act of 1940.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: An investor purchases a face amount certificate for $10,000, agreeing to pay $1,000 annually for ten years. At the end of the term, the investor receives the full $10,000 as promised.

Example 2: A face-amount certificate company issues a certificate backed by real estate assets, providing investors with a sense of security regarding their investment. (hypothetical example)

Comparison with related terms

Term Definition Key Differences
Face-Amount Certificate A contract guaranteeing a future payment to an investor. Specific to investment companies and backed by assets.
Bonds Debt securities issued by corporations or governments. Bonds may not be backed by specific assets and can vary in terms of risk.
Mutual Funds Investment vehicles pooling money from multiple investors to purchase securities. Mutual funds do not guarantee returns and are managed by professionals.

What to do if this term applies to you

If you are considering investing in a face amount certificate, it is essential to thoroughly review the terms of the certificate and understand the risks involved. You may want to consult with a financial advisor or legal professional for personalized advice. Additionally, US Legal Forms offers templates that can help you manage related documents effectively.

Quick facts

Attribute Details
Typical Investment Amount Varies; can be in lump sums or installments.
Regulatory Body Securities and Exchange Commission (SEC)
Common Risks Market risk, issuer risk, and liquidity risk.

Key takeaways

Frequently asked questions

A face-amount certificate is a contract that guarantees a specific sum of money will be paid to the investor at a future date.