Series definition: Copy, customize, and use instantly
Introduction
The term "Series" refers to a structured categorization of assets, securities, financial instruments, or contractual arrangements that are issued, classified, or managed based on specific characteristics. It is essential for differentiating investment classes, organizing financial instruments, and ensuring regulatory compliance.
Below are various examples of how "Series" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Series" in investment funds & securities
This definition ties "Series" to investment fund classification.
"Series" means a distinct class of shares or units within a mutual fund, ETF, or investment pool, each having unique rights, fees, or redemption terms.
Definition of "Series" in corporate bonds
This definition connects "Series" to bond issuances.
"Series" refers to a group of bonds issued under a single indenture but with different maturities, interest rates, or terms of repayment.
Definition of "Series" in preferred stock
This definition links "Series" to stock classification.
"Series" means a subdivision of preferred stock, each with unique dividend rights, liquidation preferences, or voting powers as authorized by the corporation’s charter.
Definition of "Series" in llc's & business structures
This definition applies "Series" to liability separation.
"Series" refers to a legally distinct sub-entity within a Series llc, each maintaining separate assets, liabilities, and business operations.
Definition of "Series" in asset-backed securities
This definition ties "Series" to structured finance.
"Series" means a tranche or segment of asset-backed securities, each backed by specific collateral and issued with distinct risk and return profiles.
Definition of "Series" in government & municipal bonds
This definition connects "Series" to public financing.
"Series" refers to a set of municipal or treasury bonds issued under a single authorization but with different issuance dates or interest rates.
Definition of "Series" in insurance-linked securities
This definition links "Series" to risk structuring.
"Series" means a categorization of insurance-linked securities, such as catastrophe bonds, grouped by risk exposure and payout triggers.
Definition of "Series" in private equity & venture capital
This definition applies "Series" to investment rounds.
"Series" refers to successive rounds of equity financing in private companies, typically labeled as Series A, Series B, Series C, etc.
Definition of "Series" in stock options & warrants
This definition ties "Series" to derivative instruments.
"Series" means a classification of options or warrants with the same underlying security, expiration date, and strike price.
Definition of "Series" in mortgage-backed securities
This definition connects "Series" to mortgage loan pools.
"Series" refers to a category of mortgage-backed securities, each backed by a specific pool of home loans with common characteristics.
Definition of "Series" in franchise agreements
This definition links "Series" to brand licensing.
"Series" means a structured classification of franchised locations or brands, each operating under unique territorial, marketing, or operational guidelines.
Definition of "Series" in structured finance
This definition applies "Series" to credit tranching.
"Series" refers to different tiers of structured financial products, each designed to absorb varying levels of credit risk.
Definition of "Series" in trusts & estate planning
This definition ties "Series" to asset protection.
"Series" means a distinct class of assets or distributions within a trust, designated for specific beneficiaries or investment purposes.
Definition of "Series" in convertible debt
This definition connects "Series" to debt instruments.
"Series" refers to a classification of convertible notes, each with specific conversion rights, interest rates, and maturity periods.
Definition of "Series" in syndicated loans
This definition links "Series" to loan structuring.
"Series" means a tiered arrangement of syndicated loans, each tranche issued under different interest terms, repayment schedules, or lender commitments.
Definition of "Series" in real estate investment trusts
This definition applies "Series" to property investments.
"Series" refers to a distinct class of reit shares, each linked to different real estate portfolios or investment strategies.
Definition of "Series" in collateralized debt obligations
This definition ties "Series" to structured credit products.
"Series" means a tranche of a cdo, each offering varying levels of risk exposure and yield potential.
Definition of "Series" in hedge funds
This definition connects "Series" to fund structuring.
"Series" refers to segregated investment pools within a hedge fund, each designed to follow distinct trading strategies.
Definition of "Series" in royalty & revenue-based financing
This definition links "Series" to profit-sharing models.
"Series" means a structured categorization of revenue-sharing agreements, each based on different royalty rates or payout periods.
Definition of "Series" in retail & consumer goods
This definition applies "Series" to product line structuring.
"Series" refers to a range of related products released under a single brand, each with unique features, pricing, or target markets.
Definition of "Series" in intellectual property licensing
This definition ties "Series" to ip monetization.
"Series" means a structured classification of licensing agreements, each covering different rights, territories, or usage restrictions.
Definition of "Series" in employee stock plans
This definition connects "Series" to stock issuance.
"Series" refers to different classes of stock issued under an employee incentive plan, each subject to specific vesting schedules and voting rights.
Definition of "Series" in derivative instruments
This definition links "Series" to financial contracts.
"Series" means a classification of derivative contracts with identical underlying assets, expiration dates, and pricing structures.
Definition of "Series" in media & entertainment financing
This definition applies "Series" to content investments.
"Series" refers to a structured funding model for film, television, or digital media projects, each installment carrying distinct investor terms.
Definition of "Series" in supply chain & procurement contracts
This definition ties "Series" to structured supply agreements.
"Series" means a classification of procurement agreements, each based on different delivery schedules, pricing models, or supplier commitments.
Definition of "Series" in fixed-income securities
This definition ties "Series" to structured bond issuances.
"Series" means a classification of fixed-income securities issued under a single program, each tranche featuring different maturity dates or interest rates.
Definition of "Series" in multi-class investment vehicles
This definition connects "Series" to fund structuring.
"Series" refers to separate classes of shares within an investment fund, each maintaining distinct expense structures, rights, or dividend policies.
Definition of "Series" in intellectual property portfolios
This definition links "Series" to ip management.
"Series" means a structured categorization of patents, trademarks, or copyrights, each covering different aspects of a technology, brand, or creative work.
Definition of "Series" in blockchain & tokenized assets
This definition applies "Series" to digital asset issuance.
"Series" refers to a structured release of digital tokens, NFTs, or blockchain-based assets, each designed with unique attributes or governance rights.
Definition of "Series" in dividend distribution mechanisms
This definition ties "Series" to shareholder payouts.
"Series" means a category of equity securities, each structured with distinct dividend entitlements, priority levels, or payout schedules.
Definition of "Series" in subscription-based business models
This definition connects "Series" to revenue structuring.
"Series" refers to a tiered structure of subscription plans or service agreements, each offering different levels of access, pricing, or benefits.
Definition of "Series" in commercial loan agreements
This definition links "Series" to structured lending.
"Series" means a classification of commercial loans issued under the same credit facility, each with separate repayment schedules or collateral agreements.
Definition of "Series" in regulatory filings & compliance
This definition applies "Series" to structured reporting.
"Series" refers to a sequential categorization of regulatory filings, each addressing distinct periods, financial instruments, or corporate actions.
Definition of "Series" in mergers & acquisitions
This definition ties "Series" to structured deal terms.
"Series" means a classification of equity, debt, or performance-based compensation issued as part of an acquisition agreement.
Definition of "Series" in cross-border financial transactions
This definition connects "Series" to international financing.
"Series" refers to a structured set of financial instruments issued across multiple jurisdictions, each conforming to different regulatory or tax frameworks.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.