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, iras1 <iras1@aol.com> wrote:

From: iras1 <iras1@aol.com>
Subject: Re: club_cafe: Mandatory Reorganization Fee
To: "The Club Cafe" <club_cafe@bivio.com>
Date: Friday, March 5, 2010, 6:01 PM

It's a negative return of capital. Most brokers are charging for these.

Ira Smilovitz

Join me at InvestEd 2010

Investor Education at Its Best^TM
Baltimore, MD August 6 - 8, 2010
http://www.investor-education2010.org/

In a message dated 03/05/10 17:54:30 Eastern Standard Time, jsternin@bivio.com writes:

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".

Mail