:+< ,17(5(67 *52836"
/LNH SROLWLFDO SDUWLHV LQWHUHVW JURXSV DUH OLQNDJH LQVWLWXWLRQV
+HOS FRPPXQLFDWH FLWL]HQV SROLWLFDO YLHZV WR JRYHUQPHQW EHWZHHQ HOHFWLRQV
7KH FRPSDUDWLYHO\ ZHDN 8 6 SDUW\ V\VWHP FUHDWHV VSDFH IRU LQWHUHVW JURXSV WR WKULYH
$OO LQWHUHVWV DUH ³VSHFLDO LQWHUHVWV ´
([DPSOH RI QHJDWLYH IUDPLQJ E\ RSSRQHQWV
3UHIHUUHG WHUPV RUJDQL]HG LQWHUHVWV RU MXVW LQWHUHVW JURXSV
,17(5(67 *52836 $1' )$&7,21
0DGLVRQ ZURWH LQ )HGHUDOLVW QR
DERXW WKH ³PLVFKLHIV RI IDFWLRQ ´
³$ QXPEHU RI FLWL]HQV« ZKR DUH XQLWHG DQG DFWXDWHG E\ VRPH FRPPRQ LPSXOVH RI
SDVVLRQ RU RI LQWHUHVW DGYHUVH WR WKH ULJKWV RI RWKHU FLWL]HQV RU WR WKH SHUPDQHQW
DQG DJJUHJDWH LQWHUHVWV RI WKH FRPPXQLW\ ´
1RW DOO RUJDQL]HG LQWHUHVWV DUH ³IDFWLRQV´ LQ WKH VHQVH 0DGLVRQ ZDUQHG DERXW
3/85$/,60 $1' ,76 &5,7,&6
&5,7,48(6 2) 7+( 3/85$/,67 6<67(0
'RPLQDQW YLHZ DPRQJ SROLWLFDO VFLHQWLVWV 8 6 LQWHUHVW JURXS V\VWHP LV EDVHG RQ
SOXUDOLVP
8SSHU DQG PLGGOH FODVV LQWHUHVWV WHQG WR EH PRUH KHDYLO\ HPSKDVL]HG
,QWHUHVW JURXSV FRPSHWH ZLWK HDFK RWKHU IRU LQIOXHQFH RYHU WKH SROLWLFDO V\VWHP
RXWFRPHV DUH XVXDOO\ IDLU
,QWHUHVW JURXS FRQIOLFW OHDGV WR PRUH QHJDWLYH SXEOLF GHEDWH DQG GLVFRXUVH
([FHSWLRQV
/RZ SURILOH LVVXHV
(DVLHU WR REVWUXFW DFWLRQ ³SOD\ GHIHQVH´
'LIIHUHQWLDO UHVRXUFHV
,PSRUWDQW LVVXHV PD\ QRW PDNH LW RQ WKH SROLF\ DJHQGD
³5HYROYLQJ GRRU´ EHWZHHQ JRYHUQPHQW DQG OREE\LQJ JURXSV OHDGV WR SXEOLF GLVWUXVW
25*$1,=(' ,17(5(676 ($5/< 21
$PHULFD KDG DOZD\V EHHQ GLVWLQFW EDVHG RQ LWV YLEUDQW ³FLYLF
FXOWXUH´ H J 7RFTXHYLOOH
)LUVW ³WUXH´ QDWLRQDO LQWHUHVW JURXSV HPHUJHG DIWHU WKH &LYLO :DU
7KH ULVH RI RUJDQL]HG ODERU
,17(5(676 ,1 7+( 02'(51 (5$
%URDG EDVHG QDWLRQDO DVVRFLDWLRQV HPHUJH LQ WKH 3URJUHVVLYH (UD LQFOXGLQJ
8 6 &KDPEHU RI &RPPHUFH
$PHULFDQ )DUP %XUHDX )HGHUDWLRQ
1$$&3
8QLRQ DQG FRQIHGHUDWH YHWHUDQV JURXSV
V DQG EH\RQG VHH WKH ULVH RI QDUURZ SURIHVVLRQDO DQG LVVXH EDVHG JURXSV
%HQHYROHQW PXWXDO DLG VRFLHWLHV
12: &KULVWLDQ &RDOLWLRQ DERUWLRQ JURXSV
0RUH UHFHQW 2FFXS\ :DOO 6WUHHW 7HD 3DUW\ PRYHPHQW
*$,1,1* 0(0%(56+,3
0RVW LQWHUHVW JURXSV QHHG PHPEHUV DQG VXSSRUWHUV WR VXFFHVVIXOO\ DFKLHYH WKHLU JRDOV
7KUHH EURDG W\SHV RI LQFHQWLYHV EHQHILWV
0DWHULDO WKH GHVLUH WR JHW SHUVRQDO EHQHILWV
6RFLDO VROLGDU\ VROLGDULW\ WKH GHVLUH WR EHORQJ LQ D JURXS ZLWK OLNH PLQGHG
SHRSOH
3XUSRVLYH LQWHUHVW LQ DFKLHYLQJ JURXS V FRPPRQ JRDOV
(67$%/,6+,1* *52836
*URXSV DUH RIWHQ IRXQGHG E\ D VPDOO JURXS RI LQWHUHVW JURXS HQWUHSHQHXUV ZKR VHH
D QHHG IRU WKHLU LQWHUHVW WR EH DGYDQFHG
,GHRORJLFDO SROLWLFDO JURXSV RIWHQ UHO\ RQ WKH VXSSRUW RI SDWURQV WR SURYLGH UHVRXUFHV WR
UHDFK SRWHQWLDO PHPEHUV
7+( )5(( 5,'(5 352%/(0
)UHH ULGLQJ LV SDUWLFXODU SUREOHP IRU LQWHUHVW JURXSV XQOLNH PRVW YROXQWDU\
DVVRFLDWLRQV
62/9,1* 7+( )5(( 5,'(5 352%/(0
&RHUFLRQ
)RUFH SHRSOH WR MRLQ WKH JURXS E\ ODZ
,I WKH JURXS PDQDJHV WR OREE\ JRYHUQPHQW VXFFHVVIXOO\ DOO SRWHQWLDO VXSSRUWHUV EHQHILW
3URIHVVLRQDO OLFHQVLQJ UHTXLUHPHQWV
,I WKH JURXS IDLOV RQO\ WKH JURXS V PHPEHUV KDG WR EHDU WKH FRVWV
$JULFXOWXUDO PDUNHWLQJ DVVRFLDWLRQV
7KXV LW LV UDWLRQDO IRU LQGLYLGXDOV ZKR ZRXOG MRLQ WR IUHH ULGH RQ WKH JURXS V HIIRUWV
2UJDQL]HG ODERU ³FORVHG VKRS´ ODZV
8VH YLROHQFH DQG LQWLPLGDWLRQ DJDLQVW SHRSOH ZKR UHIXVH WR MRLQ XVXDOO\ LOOHJDO
62/9,1* 7+( )5(( 5,'(5 352%/(0
6HOHFWLYH EHQHILWV
,1)/8(1&,1* *29(510(17
'LUHFW OREE\LQJ
2IIHU PHPEHUV EHQHILWV WKDW DUHQ W DYDLODEOH WR QRQ PHPEHUV
*UDVVURRWV OREE\LQJ E\ PHPEHUV
,I WKH EHQHILWV DUH JRRG HQRXJK HYHQ SHRSOH ZKR GLVDJUHH ZLWK WKH JURXS V JRDOV
MRLQ
(OHFWLRQHHULQJ 3$&V
([DPSOHV $$53 $PHULFDQ $XWRPRELOH $VVRFLDWLRQ
3XEOLF DGYRFDF\ DWWHPSW WR LQIOXHQFH SXEOLF RSLQLRQ
2FFDVLRQDOO\ D EURDGHU VRFLDO PRYHPHQW PD\ H[FLWH SHRSOH
³$VWURWXUILQJ ´
JURXSV
/LWLJDWLRQ
'LUHFW DFWLRQ SURWHVWV VWULNHV ULRWLQJ
(/(&7,21((5,1* $1' &$03$,*1 ),1$1&(
*URXSV FDQ RUJDQL]H SROLWLFDO DFWLRQ FRPPLWWHHV 3$&V WR FRQWULEXWH WR FDPSDLJQV
IRU IHGHUDO DQG VWDWH RIILFH
7KH\ FDQ DOVR HQJDJH LQ LQGHSHQGHQW H[SHQGLWXUHV VXSSRUWLQJ RU RSSRVLQJ
FDQGLGDWHV
*URXSV FDQ DOVR RUJDQL]H
FRPPLWWHHV DQG
F
JURXSV ZKLFK KDYH VRPH
DGYDQWDJHV RYHU 3$&V ZKHQ HQJDJLQJ LQ LQGHSHQGHQW VSHQGLQJ
*URXSV FDQ XVH EXQGOLQJ WR WDNH FUHGLW IRU PHPEHUV VXSSRUW RI FDQGLGDWHV
© Copyright 2026 Paperzz