club_cafe: Mandatory Reorganization Fee

Amanda Jorge on

To Whom It May Concern "
Please do not send messages because I am not a member of the bivio club cafe.

Thanks,
Amanda

--- On Fri, 3/5/10, Jay Sternin <jsternin@bivio.com> wrote:

From: Jay Sternin <jsternin@bivio.com>
Subject: club_cafe: Mandatory Reorganization Fee
To: club_cafe@bivio.com
Date: Friday, March 5, 2010, 5:54 PM

As part of the recent PBG / PEP merger, TD charged us a $20
"Mandatory Reorganization Fee" which they apparently charge
when there's a merger or other acquisition type of activity.
(It's in their laundry list of "Brokerage Rates and Fees".

Two questions:

1. How should this be reflected in Bivio (AccountSync
didn't pick it up)

2. Out of curiosity, how many other brokerage houses charge
for this type of "event".

Thanks................Jay

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