WO2001088657A3 - Secured principal shareholder investment system - Google Patents

Secured principal shareholder investment system Download PDF

Info

Publication number
WO2001088657A3
WO2001088657A3 PCT/US2001/015442 US0115442W WO0188657A3 WO 2001088657 A3 WO2001088657 A3 WO 2001088657A3 US 0115442 W US0115442 W US 0115442W WO 0188657 A3 WO0188657 A3 WO 0188657A3
Authority
WO
WIPO (PCT)
Prior art keywords
principal
account
interest
sfund
investor
Prior art date
Application number
PCT/US2001/015442
Other languages
French (fr)
Other versions
WO2001088657A2 (en
Inventor
Richard Taylor
Original Assignee
Richard Taylor
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Richard Taylor filed Critical Richard Taylor
Priority to AU2001263092A priority Critical patent/AU2001263092A1/en
Publication of WO2001088657A2 publication Critical patent/WO2001088657A2/en
Publication of WO2001088657A3 publication Critical patent/WO2001088657A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

An sFund method of investing and preserving shareholder principal comprising the steps of: establishing a principal account, depositing investor principal into a principal account (102) held in trust for the benefit of sFund investors, establishing an interest account, depositing an optional amount of unsecured principal into an interest account, whereby allowing an investor to individually tailor her risk to her risk sensitivity, allowing the principal account to generate interest (103) according to an agreement between the sFund investor and a manager of the sFund, depositing the interest generated from the principal account into the interest account (104), investing the interest account, giving an sFund investor the option to withdraw and borrow against the principal and interest, whereby providing liquidity for investors.
PCT/US2001/015442 2000-05-16 2001-05-10 Secured principal shareholder investment system WO2001088657A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2001263092A AU2001263092A1 (en) 2000-05-16 2001-05-10 Secured principal shareholder investment system

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US57275900A 2000-05-16 2000-05-16
US09/572,759 2000-05-16

Publications (2)

Publication Number Publication Date
WO2001088657A2 WO2001088657A2 (en) 2001-11-22
WO2001088657A3 true WO2001088657A3 (en) 2003-03-06

Family

ID=24289237

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/015442 WO2001088657A2 (en) 2000-05-16 2001-05-10 Secured principal shareholder investment system

Country Status (2)

Country Link
AU (1) AU2001263092A1 (en)
WO (1) WO2001088657A2 (en)

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5884285A (en) * 1987-04-15 1999-03-16 Proprietary Financial Products, Inc. System for managing financial accounts by reallocating funds among accounts
US6332132B1 (en) * 1997-06-27 2001-12-18 Richard G. Halpern Automated methods and apparatus for programmed periodic replenishment of principal with annual adjustment to future interest rates
US20020019793A1 (en) * 2000-08-04 2002-02-14 Nicholas Frattalone Method and system for implementing a combined investment

Patent Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5884285A (en) * 1987-04-15 1999-03-16 Proprietary Financial Products, Inc. System for managing financial accounts by reallocating funds among accounts
US5911135A (en) * 1987-04-15 1999-06-08 Proprietary Financial Products, Inc. System for managing financial accounts by a priority allocation of funds among accounts
US6332132B1 (en) * 1997-06-27 2001-12-18 Richard G. Halpern Automated methods and apparatus for programmed periodic replenishment of principal with annual adjustment to future interest rates
US20020019793A1 (en) * 2000-08-04 2002-02-14 Nicholas Frattalone Method and system for implementing a combined investment

Also Published As

Publication number Publication date
WO2001088657A2 (en) 2001-11-22
AU2001263092A1 (en) 2001-11-26

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