Sentences with phrase «brokerage client service program»
That said, there's nothing quite like a functional demonstration of a technology in action to motivate decision makers and executives into seriously looking at a solution that might end up reducing the operating cost of an online brokerage client service program.
http://www.sparxtrading.com/ Not exact matches
Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.
Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.
Annual Disclosure Notice Brokerage and Investment Advisory Services Cash Management Awards Points Program Rules Consolidated Report Disclosure Electronic Funds Transfer Services and Cash Management Program Debit Card IRA Clients — Notice of Approval International Disclosures Margin Account Facts and Disclosures Options Level Descriptions for Accounts at Baird Private Investment Management (Commission - Based Pricing) Disclosure Routing of Equity Orders Safety of Client Assets Schedule of Fees and Services Charges
For Virtual Brokers and indeed all online brokerages who are considering referral programs, in order for existing clients to have the enthusiasm to put their own endorsement behind the product experience, there also has to be an extra investment in service levels to make the product worth advocating for as well as time spent to improve public perception.
JPMorgan Chase does not require that customers structure or hold their balances in any particular type of account in order to qualify for a loan or the Private Client Mortgage Rate Program, nor does JPMorgan Chase require customers to purchase any nontraditional banking products or services (such as brokerage accounts).
They really know what they're doing and they're open to new ideas that allow our brokerage to use the program in a way that meets the distinguished level of service our clients have come to expect,» Blohm says.
Property Disclosures: What you need to know (4 hours) Risky Business: A common cents guide to reducing business risk (4 hours) Counseling the Residential Client: An a la carte menu of services (4 hours) Brokerage Relationship in Wyoming: for dual licensees (4 hours) Fair Housing: A commitment to equal opportunity (4 hours) Where Do You Draw the Line: Ethics for the real estate professional (8 hours) Professional Standards for Realtors: Steps to successful code enforcement (6 hours) Or you choose the topic and we will design a custom program for you!