Directed Brokerage definition

Directed Brokerage means the circumstance where a client directs BBH to use a particular broker or dealer.
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Directed Brokerage means brokerage services comprising (i) the selection of brokers and
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Examples of Directed Brokerage in a sentence

  • The annual fee and miscellaneous costs associated with the Self Directed Brokerage Account (SDBO) shall be defined in the Self-directed Brokerage Policies and Procedures and are charged to the accounts of participants that chose to use this service.

  • Additional transactional fees and charges may apply for optional services such as loans, investment advisory services and Self Directed Brokerage Account.

  • This fee is not assessed on assets held in the Self Directed Brokerage Account, if available.

  • I understand that the proceeds of my Loan and any Loan Fee will be withdrawn from my account under the Plan against all available investment choices (except a Self Directed Brokerage Account) and from each contribution source on a pro- rata basis.

  • The following may apply with Directed Brokerage: PWM's inability to negotiate commissions, to obtain volume discounts, disparity in commission charges among clients, and potential conflicts of interests arising from brokerage firm’s referrals.

  • Self Directed Brokerage: Fidelity BrokerageLink Plan Related Account Fee: Annual Account Fee of $100 per account within each plan per year.

  • The annual amount allocated to the EASE Account is directly attributable to The Plan Administrative Fee as directed and willexcludie any outstanding loan balances and/or assets in a Self Directed Brokerage Account, if applicable.

  • The Recordkeeper shall provide to the Trustee all information reasonably required by the Trustee to fulfill its accounting and reporting obligations with respect to assets held in the Participant Directed Brokerage Accounts.

  • The parties hereto understand and agree that neither Invesco nor its affiliates will provide, and Financial Intermediary will not accept, any brokerage commissions for transactions in Portfolio securities of the Fund or affiliates of the Fund ("Directed Brokerage") that would in any way pay for, mitigate or offset any financial obligation that Invesco has under this Agreement.

  • Self Directed Brokerage Fidelity BrokerageLink, a retail-type brokerage account offering Participants the option of investing in an even wider range of vehicles, including individual stocks, bonds, CDs, mutual funds and more.

Related to Directed Brokerage

  • Designated Broker means the financial services firm or other agent designated by the Company to maintain ESPP Share Accounts on behalf of Participants who have purchased shares of Common Stock under the Plan.

  • Approved Broker means each of Arrow Research Ltd. of London, England, Astrup Fearnley A/S of Oslo, Norway, ▇. ▇▇▇▇▇▇▇▇ & Company Ltd. of London, England, Maersk Broker K/S of Copenhagen, Denmark, ▇▇▇▇▇▇▇ ▇▇▇▇▇▇ & Young Ltd. of London, England, ▇.▇. ▇▇▇▇▇▇ Shipbrokers of Oslo, Norway and ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ Salles of Paris, France and includes their respective successors in title and “Approved Brokers” means any or all of them;

  • Data Broker means either of the following:

  • Brokerage means the provision by a third party of services, for a fee, to source Sub-Contractors to provide the Services on behalf of the Provider.

  • Funding and Brokerage Fees means, in respect of a Series, all applicable fees other than the Arranger Fees, including, but not limited to, margin interest, securities lending fees, brokerage fees and costs of transaction taxes on the sale or purchase of Reference Assets (where relevant).