Glossary entry (derived from question below)
Spanish term or phrase:
capacidad patrimonial
English translation:
the extent of its holdings
Spanish term
30 years translating law and finance
Native in: Spanish 
Works in: English to Spanish, Spanish, Spanish to English, and 1 more.
capacidad patrimonial
Asset capacity?
Porque en este contexto no creo que se refiera a creditworthiness or solvency.
Gracias por su ayuda!
Claudia
| capacidad patrimonial |
Cristina Zavala
|
Proposed translations
worked for int. orgs (IMF, OAS, IDB)
Native in: English
Works in: Spanish to English, German to English
the extent of its holdings
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Note added at 2 days 13 hrs (2021-06-03 04:24:13 GMT)
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I'll stick to my guns here and deleted because I think this is more appropriate
Chef and ex-restauranteur
Native in: English (Variant: British)
Works in: French to English, Spanish to English, Catalan to English, and 2 more.
net worth
https://www.netwealth.com.au/web/insights/how-to-attract-and-retain-high-net-worth-clients/
| neutral |
philgoddard
: I don't think this is quite right - as your reference shows, 'net worth' implies how much money they have, not where it comes from.
18 mins
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| agree |
Luis M. Sosa
2 days 4 hrs
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United States
Six languages into flawless English
Native in: English
Works in: German to English, French to English, Spanish to English, and 4 more.
assets
| agree |
Shilpa Baliga
: Yes, it's just this!
6 mins
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| neutral |
AllegroTrans
: I don't think this is quite right: "capacidad" suggests ability/standing/potential etc.
5 hrs
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It's not about ability or potential. It's about how much money they have, and whether it was legally acquired. https://en.m.wikipedia.org/wiki/Know_your_customer
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| neutral |
Luis M. Sosa
: Certainly close, but patrimonio = net worth (or assets minus liabilities).
2 days 4 hrs
|
stability of financial assets
Austria
Retd.T&I, Barrister & Austro-Advokat
Native in: English (Variants: Scottish, British) 
Works in: Spanish to English, English to Spanish, French to English, and 5 more.
financial standing; creditworthiness
Compare in FRE: la surface patrimoniale et économique.
For a change, proprietary doesn't figure as a permutation, though equity-related might do.
The selection criteria make it possible to assess the applicant's *financial standing* and operational capability eur-lex.europa.eu Los criterios de selección permitirán evaluar la capacidad financiera y operativa del solicitante ..
http://eng.proz.com/kudoz/spanish-to-english/finance-general/1948944-capacidad-patrimonial.html
http://iate.europa.eu/search/standard/result/1622478102755/1
| agree |
AllegroTrans
4 hrs
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Thanks, Chris. David H. originally agreed with financial standing, then deleted his agree and added his own answer.
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United States
An economic geek with social skills
Native in: French
Works in: English to French, French to English, Spanish to English, and 1 more.
Reference comments
Ecuador
Accurate and dependable
Native in: Spanish (Variant: Latin American)
Works in: English to Spanish, Spanish to English
capacidad patrimonial
https://www.proz.com/kudoz/english-to-serbian/law-patents/60...
d) No se puede confundir la "Capacidad patrimonial" con el "Patrimonio".
El patrimonio está integrado tanto de activos como de pasivos, o sea, tanto de derechos como de obligaciones de carácter pecuniario. En cambio la "Capacidad patrimonial" es la legítima posibilidad que tiene el sujeto de adquirir derechos y obligaciones de carácter patrimonial; es sólo la posibilidad de adquirir derechos y obligaciones.
La capacidad de goce se adquiere con el hecho mismo del nacimiento (Comienzo jurídico de la vida), esto vale tanto para las personas físicas como para las personas jurídicas. De este modo es que la capacidad patrimonial, base fundamental para adquirir un patrimonio, se tiene de pleno derecho por el nacimiento de la persona (el nacimiento de la persona jurídica colectiva se verifica con el cumplimiento de los requisitos que para su existencia exija la legislación). En conclusión, tener capacidad no significa tener patrimonio.
https://www.monografias.com/trabajos75/concepto-caracteristi...
| Exactamente, Cristina. Por eso mi duda. En el texto más adelante habla de los clientes como personas jurídicas, por eso lo contextualicé en Google con AML/TF y KYC, y aparece "financial capacity" en muchas entradas. Gracias! |
Discussion