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Delete Alternative Choice in the Investment Contract

Delete Alternative Choice in the Investment Contract and eSign it in minutes

Aug 6th, 2022

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How to Delete Alternative Choice in the Investment Contract

5 out of 5

14 votes

this tutorial video identifies how to delete a clients alternative investment at the login screen select the client account you wish to edit go to client settings select the alternative investments tab identify the ticker symbol of the investment you would like to delete and select the trash can to the right of that ticker symbol this is the end of this tutorial video thank you

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is considered an alternative investment?

Alternative investments are supplemental strategies to traditional long-only positions in stocks, bonds, and cash. Alternative investments include investments in five main categories: hedge funds, private capital, natural resources, real estate, and infrastructure.

What is the ASC 321-10-35-2 criteria?

Paragraph 321-10-35-2, as amended, states that if an entity identifies observable price changes in orderly transactions for the identical or a similar investment of the same issuer, it should measure the equity security at fair value as of the date that the observable transaction occurred (hereinafter referred to as

What types of securities fall under ASC 320?

Debt securities classified as cash equivalents are within the scope of ASC 320. Upon acquisition, they should be classified as trading, available-for-sale, or held-to-maturity securities and accounted for ing to that designation (see LI 3.3 for information on the classification of debt securities).

What does ASC 321 apply to?

The definition of an equity security subject to the guidance in ASC 321 includes certain gross physically-settled purchased options and forward contracts to acquire or dispose of an ownership interest.

What is the rule 206 4 of the investment advisers Act?

An investment adviser may not compensate a person, directly or indirectly, for a testimonial or endorsement if the adviser knows, or in the exercise of reasonable care should know, that the person giving the testimonial or endorsement is an ineligible person at the time the testimonial or endorsement is disseminated.

What is the finra rule 206 4 1?

First, an advertisement must not include any untrue statement of a material fact, or omit to state a material fact necessary to ensure the statement made is not misleading in the light of the circumstances under which it was made. This provision is similar to an existing requirement in the Advertising Rule.

What is ASC 321?

ASC 321-10-35-2 states that a reporting entity should measure an equity interest at fair value as of the date the orderly transaction occurred.

What is ASC 320 disclosure requirements?

ASC 320-10-50 provides disclosure guidance related to investments in debt securities. Generally, the disclosures are required to be segregated by security accounting classification (i.e., trading, AFS, or HTM), and highlight key information to investors about the types and terms of securities held.

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