Tag: Brokerage

Motif – An Online Brokerage Built Around You #business #sign

#investment ideas


Check the background of Motif Investing, Inc. on FINRA s BrokerCheck .

Performance of motifs is for informational purposes only and is based on performance of a motif for a one-year period. Past results are not an indicator of future performance. See how we calculate returns .

Investing in securities involves risks, you should be aware of prior to making an investment decision, including the possible loss of principal. An investment in individual stocks, or a collection of stocks focused on a particular theme or idea, such as a motif, may be subject to increased risk of price fluctuation over more diversified holdings due to adverse developments which can affect a particular industry or sector. Investments in ETFs can include those with a narrow or targeted investment strategy and can be subject to similar sector risks than more broadly diversified investments. Motif makes no representation regarding the suitability of a particular investment or investment strategy. You are responsible for all investment decisions you make including understanding the risks involved with your investment strategy.

Motif Capital Management, Inc. is an SEC-registered investment adviser and a separate, wholly-owned subsidiary of Motif Investing, Inc. a registered broker-dealer and member SIPC.

©2016 Motif Investing, Inc. All rights reserved. Build Id: Master.204

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FedEx Trade Networks – Customs Brokerage #customs #brokerage, #customs #broker


FedEx Trade Networks

When it comes to moving through customs without delays, there’s no substitute for experience and reliability. With more than a century of experience, FedEx Trade Networks has the knowledge and resources to meet your customs brokerage needs no issues, no surprises.

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As a leading provider of North American customs brokerage, we handle more than seven million transactions annually for customers of all sizes. We can help you manage imports and exports, by ocean, air or ground, with comprehensive customs support in the U.S. and Canada and at the U.S./Canada and U.S./Mexico borders. We provide low cost solutions that keep you in compliance and your shipments in transit.

Keeping up with security and regulatory requirements is critical to keeping your shipments moving. FedEx Trade Networks works closely with U.S. Customs and Border Protection (CBP) and Canada Border Services Agency (CBSA), staying on top of regulatory changes that can affect your shipments. We are also a Customs-Trade Partnership Against Terrorism (C-TPAT) certified and validated customs broker, and can assist you in complying with customs security and other government requirements.

We serve as a single resource for all your full-service customs clearance needs, from classification to clearance to post-entry services, all at very affordable rates. Our uniform processes and e-commerce abilities simplify international shipping and help make sure things are done right the first time, every time.


With FedEx Trade Networks as your customs broker, you have access to a range of services to build customs solutions that work for your business, including:

  • Calculation of duty, taxes, fees, and other customs charges.
  • Free trade certification.
  • Customs bonds.
  • Protest preparation and filing.
  • Follow-up on liquidation issues.
  • Visibility to critical information regarding your imports and exports via My Global Trade Data .
    • Create customs documents for your U.S./Canada border shipments online
    • Get instant access to all of your North American customs entry-related documents
    • Take advantage of the My Global Trade Data Image CD, which can assist you in meeting CBP recordkeeping regulations
  • Global customs brokerage coordination outside of North America.
  • Notification of changes in duty and tax information worldwide.
  • Expedited refund claims with a state-of-the-art, fully automated duty drawback program.
  • Brokerage inclusive options bundled with FedEx transportation services.

You can’t afford delays in your supply chain let FedEx Trade Networks help speed your shipments through customs, quickly and in compliance and at the best price possible.

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Standard Broker Fee Agreement #standard #lines #brokerage


Standard Broker Fee Agreement

  1. The parties to this agreement are ______________________________________________ (“CLIENT”) AND ______________________________________, California Department of Insurance License Number _______________ (“BROKER”).
  2. CLIENT appoints BROKER as CLIENT’S insurance broker of record.
  3. This agreement shall become operative on ______________(date), and shall continue in full force until terminated by either party.
  4. BROKER agrees to represent CLIENT honestly and competently.
  5. CLIENT agrees to pay BROKER a broker fee for BROKER’S services. The broker fee is $___________. The broker fee IS / IS NOT refundable (circle one).
  6. BROKER may in the future charge CLIENT, and CLIENT agrees to pay, additional fee(s) for the services listed below. The additional fees and services are:
    Service Amount
    _________________________________ _____________
    _________________________________ _____________
    _________________________________ _____________
  7. Following are the nature and amount of all fees known to BROKER that will be charged by persons other than BROKER or the insurance company in connection with current placement of CLIENT’s insurance. These fees are not retained by BROKER.

In case of any questions or problems concerning broker fees or insurance, contact us at 1-(800) 927-HELP.

Google™ Translation Disclaimer

This Google™ translation feature is provided for informational purposes only.

The Department of Insurance is unable to guarantee the accuracy of this translation and is therefore not liable for any inaccurate information resulting from the translation application tool.

The Departmenf of Insurance is also unable to guarantee the same page layout for all the languages. Depending on the languages, the page layout may look strange from the original.

Please consult with a translator for accuracy if you are relying on the translation or are using this site for official business.

A copy of this disclaimer can also be found on our Disclaimer page.

Select a Language Below / Seleccione el Idioma Abajo

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How Brokerage Accounts Work? #brokerage #accounts


What Is a Brokerage Account?

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It s an esoteric topic but one that you should learn about if you have a margin brokerage account. Second, margin brokerage accounts can result in some weird things happening with the way you collect dividends on your stocks. If things don t work out exactly right, you might not qualify for the super-low dividend tax rates and, instead, be forced to pay ordinary tax rates which can be roughly double. Third, no matter how well you think you ve thought a position through, using margin can end in life-altering disaster. For example, late last year, I did a case study on my personal blog of a guy who went to bed with tens of thousands of dollars in net equity in his brokerage account and woke up to find he owed his broker $106,445.56. Many other individuals and families lost huge portions of their life savings, and in many cases, their entire liquid net worth or more, by purchasing shares of a company called GT Advanced Technologies on margin. It s not worth it. It s simple enough to get rich if you have a long enough period of time and you let compounding work its magic. I think it is a grave mistake to try to speed up the process to the point you risk destroying what you ve built.

For what it s worth, this is one of those areas where I put my money where my mouth is. I feel so strongly about it that in all but the most remote circumstances for very specific type of investors, Kennon-Green Co. my global asset management company, will require discretionary individually managed accounts to be held in cash-only custody. I don t care if widespread utilization of margin could make the firm more money due to the larger asset base on which we can charge investment advisory fees. the particular brand value investing, dividend investing, and passive investing we practice doesn t lend itself to borrowed money. It s a foolish risk and I want nothing to do with it.

Are There Any Limits To The Amount of Money You Can Deposit or Hold in a Brokerage Account?

There are no limits to the amount of money you can put into a brokerage account like there are with a Roth IRA or 401(k) and, thus, there are generally no restrictions on when you can access the money unless you buy some sort of restricted security or asset. Depending upon your personal tax situation and the type of assets you hold in the brokerage account, you may owe capital gains taxes, dividend taxes, or other taxes on your holdings.

One thing you may want to consider is the financial strength of your broker and the extent of SIPC coverage. This is the insurance that kicks in and bails out investors when their stock brokerage firm goes bankrupt. Different types of assets have different levels of coverage, and some have no coverage at all. Another alternative is to consider using a brokerage firm to execute trades but holding your securities through the Direct Registration System, or DRS .

Is There a Limit to the Number of Brokerage Accounts I Can Have?

No. There is no limit to the number of brokerage accounts you are allowed to have. In fact, you can have as many, or as few, brokerage accounts as you want and as institutions will permit you to open. You can have multiple brokerage accounts at the same institution, segregating assets by investing strategy. You can have multiple brokerage accounts at different institutions, diversifying your relationships and exposures.

What Is the Difference Between a Discount Broker and a Full Service Broker?

A full service brokerage account is a special type of brokerage account where you work with a dedicated broker who knows you, your family, and your financial situation. You can pick up the phone and speak to him or her. You can walk into his or her office and regularly have meetings and discuss your portfolio.

Part of the compensation for these sorts of arrangement typically comes from trading commissions so instead of paying rates of $5 to $10 at a discount broker per trade, you might pay anywhere from $40 to $150 depending upon the circumstances. While this increases costs, there are some who argue that it also encourages investors to hold their positions longer and stay calm during market collapses by having someone to hold their hand. You will have to make a decision for yourself which approach works better for your temperament.

A discount broker, in contrast, is generally online-only these days, perhaps with a few branch offices around the country. Everything is pretty much do-it-yourself and you have to execute your own trades.

Some financial institutions offer both models. To learn more, read Is a Full Service Broker Right for You? .

More Information about Stock Brokers and Brokerage Firms

This is part of our beginner s guide to stock brokers and brokerage firms. which contains a wealth of resources for new investors trying to understand how to choose a stock broker, how to read a trade confirmation, and much more.

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Brokerage Fee Definition – Example #brokerage #fees


Brokerage Fee

What it is:

A brokerage fee compensates a broker for executing a transaction. It is usually, but not always, a percentage of the transaction value. In finance, stockbrokers most often come to mind, but real estate agents and business brokers frequently charge brokerage fees.

How it works (Example):

Let’s assume you would like to purchase 100 shares of Company XYZ at $35 per share. If your broker charges a 2% brokerage fee to make the trade, the cost of your transaction would be:

$35 x 100 shares = $3,500

If, several days, weeks or years later, you want to sell the shares. you will probably pay another brokerage fee, again based on the value of the shares. Let’s say the value of the Company XYZ shares was $50 when you sold. The net amount you would receive from the sale would be:

Although most investors would calculate the profit on the Company XYZ investment as simply the difference between $5,000 and $3,500 ($1,500 — or 42.85%), the savvy investor takes brokerage fees into account and knows that the real profit is $4,900 – $3,570 = $1,330 (or 37.25%).

Why it Matters:

As we demonstrated in the example above, brokerage fees eat into returns and should be considered when making any investment. The Company XYZ investment returned 37.25% after brokerage fees rather than 42.85% — a full 5.6% of the return went to brokerage fees. In addition, commissions are not the only fees associated with brokerage accounts — many brokerage firms charge “annual maintenance fees,” for example, that also reduce the investor’s account value.

The brokerage fee you pay is often dictated by the type of broker you use. Full-service brokers provide a lot of services — research reports, advice and even tax help. Their clients usually pay high fees in return for these services. Discount brokers. on the other hand, usually focus on executing trades and do little else. Their clients often pay much lower fees. In either case, fee structures also vary based on things like the size of the client’s account, the number or size of trades a client makes, the type of trades a client makes, and the kind of account the client has. For example, sometimes a broker will charge a flat rate for trades below a certain level or charge less for online trades.

It is important for investors to understand their trading preferences when evaluating fee structures. For example, an asset-based account, which charges an annual fee in return for zero or greatly reduced brokerage fees, is often more costly for buy-and-hold investors who don’t trade often — in their case, paying a brokerage fee once or twice a year may be far cheaper than giving away a percentage of the account every year.

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