Securities Account definition: Copy, customize, and use instantly

Introduction

The term "Securities Account" refers to an account maintained by a financial institution, through which securities such as stocks, bonds, or other financial instruments are held, managed, and traded. It serves as a means for individuals or entities to facilitate the buying, selling, and ownership of securities.

Below are various examples of how "Securities Account" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.

Definition of "Securities Account" for a brokerage

This definition ties "Securities Account" to the management of investments.

"Securities Account" means an account held with a broker or financial institution that is used to buy, sell, and hold securities on behalf of the account holder.

Definition of "Securities Account" for a clearing agency

This definition connects "Securities Account" to clearing and settlement services.

"Securities Account" refers to an account established with a clearing agency for the purpose of holding and clearing securities, facilitating transactions between buyers and sellers.

Definition of "Securities Account" for corporate treasury

This definition links "Securities Account" to corporate finance.

"Securities Account" means an account used by a corporation to manage its investments in securities, including the buying, holding, and selling of stocks, bonds, and other financial assets.

Definition of "Securities Account" in a trust

This definition ties "Securities Account" to trust management.

"Securities Account" refers to an account established within a trust to hold securities, including stocks, bonds, or other financial instruments, on behalf of the trust beneficiaries.

Definition of "Securities Account" for custodial services

This definition connects "Securities Account" to custodial arrangements.

"Securities Account" means an account maintained by a custodian bank that holds securities for safekeeping and provides services related to the management and transfer of securities.

Definition of "Securities Account" for a retirement account

This definition links "Securities Account" to retirement savings.

"Securities Account" refers to an account established within a retirement plan, such as an IRA or 401(k), for the purpose of holding securities and other investments for retirement savings.

Definition of "Securities Account" for margin accounts

This definition ties "Securities Account" to margin trading.

"Securities Account" means an account that allows an investor to borrow funds from a broker to purchase securities, using the securities as collateral for the loan.

Definition of "Securities Account" for a private investor

This definition connects "Securities Account" to individual investors.

"Securities Account" refers to an individual investor’s account with a broker or financial institution, used to manage and invest in a portfolio of securities.

Definition of "Securities Account" in relation to electronic trading

This definition links "Securities Account" to digital trading platforms.

"Securities Account" means an online account through which an investor can buy, sell, and hold securities on an electronic trading platform, facilitating quick and secure transactions.

Definition of "Securities Account" for an institutional investor

This definition ties "Securities Account" to institutional investing.

"Securities Account" refers to an account held by an institutional investor, such as a pension fund or mutual fund, to manage a portfolio of securities in accordance with investment goals.

Definition of "Securities Account" for a nominee account

This definition connects "Securities Account" to nominee arrangements.

"Securities Account" means an account where securities are held in the name of a nominee for the benefit of the underlying investor, ensuring anonymity in the ownership of securities.

Definition of "Securities Account" for a financial intermediary

This definition links "Securities Account" to intermediary services.

"Securities Account" refers to an account held by a financial intermediary, such as a broker or dealer, that facilitates the buying, selling, and holding of securities for clients.

Definition of "Securities Account" for a stockholder

This definition ties "Securities Account" to stockholding.

"Securities Account" means an account maintained by a stockholder with a brokerage or financial institution for holding shares of stock and other securities.

Definition of "Securities Account" for a clearinghouse

This definition connects "Securities Account" to clearing operations.

"Securities Account" refers to an account held with a clearinghouse, used to settle trades and maintain records of securities ownership for market participants.

Definition of "Securities Account" for a private equity firm

This definition links "Securities Account" to private equity investments.

"Securities Account" means an account held by a private equity firm to manage securities issued by portfolio companies, including stocks, bonds, and other financial instruments.

Definition of "Securities Account" for a hedge fund

This definition ties "Securities Account" to hedge fund investments.

"Securities Account" refers to an account maintained by a hedge fund to hold and manage a portfolio of securities as part of its investment strategy.

Definition of "Securities Account" in a custodial agreement

This definition connects "Securities Account" to custodial contracts.

"Securities Account" means an account created under a custodial agreement for the purpose of holding, safeguarding, and managing securities on behalf of a client.

Definition of "Securities Account" for asset management

This definition links "Securities Account" to asset management services.

"Securities Account" refers to an account used by an asset management firm to invest in and manage securities on behalf of clients, ensuring compliance with investment guidelines.

Definition of "Securities Account" for the management of bonds

This definition ties "Securities Account" to bond management.

"Securities Account" means an account specifically used for holding and managing a portfolio of bonds, including government and corporate bonds.

Definition of "Securities Account" for the management of stocks

This definition connects "Securities Account" to stock management.

"Securities Account" refers to an account used to buy, sell, and hold stocks or equity securities, either individually or as part of a broader investment portfolio.

Definition of "Securities Account" for a foreign securities account

This definition links "Securities Account" to international securities.

"Securities Account" means an account held with a financial institution or broker outside the account holder’s country of residence, used for holding and trading foreign securities.

Definition of "Securities Account" for a tax-advantaged account

This definition ties "Securities Account" to tax-advantaged investments.

"Securities Account" refers to an account that allows tax-deferred or tax-exempt investment in securities, such as a Roth IRA or other similar investment vehicle.

Definition of "Securities Account" for an employee benefit plan

This definition connects "Securities Account" to employee benefit plans.

"Securities Account" means an account used within an employee benefit plan, such as a 401(k), to hold and manage securities and other financial assets for the plan participants.

Definition of "Securities Account" for a clearing broker

This definition links "Securities Account" to clearing services.

"Securities Account" refers to an account maintained by a clearing broker, which facilitates the processing and settlement of securities transactions between buyers and sellers.

Definition of "Securities Account" in a securities lending agreement

This definition ties "Securities Account" to securities lending.

"Securities Account" means an account used in a securities lending agreement, where securities are temporarily loaned to a borrower for a specified period, typically with collateral.

Definition of "Securities Account" for debt securities

This definition connects "Securities Account" to debt instrument management.

"Securities Account" refers to an account used specifically for holding debt securities, such as bonds, notes, or other debt instruments issued by governments or corporations.

Definition of "Securities Account" for a registered investment advisor

This definition links "Securities Account" to advisor-managed portfolios.

"Securities Account" means an account managed by a registered investment advisor for the purpose of holding and managing securities on behalf of clients, based on their investment objectives.

Definition of "Securities Account" for a real estate investment trust (REIT)

This definition ties "Securities Account" to REIT investments.

"Securities Account" refers to an account used for holding shares in a Real Estate Investment Trust (REIT), enabling the investor to gain exposure to real estate investments.

Definition of "Securities Account" for tax reporting purposes

This definition connects "Securities Account" to tax compliance.

"Securities Account" means an account used for holding securities, with records maintained for the purpose of tax reporting, including capital gains, dividends, and interest income.

Definition of "Securities Account" for an individual retirement account (IRA)

This definition links "Securities Account" to retirement savings.

"Securities Account" refers to an account established within an IRA to hold securities as part of an individual’s retirement savings plan, enabling tax-deferred or tax-free growth.

Definition of "Securities Account" for real estate securities

This definition ties "Securities Account" to real estate-related securities.

"Securities Account" means an account used for holding securities related to real estate investments, such as mortgage-backed securities or real estate investment trusts (REITs).

Definition of "Securities Account" for equity instruments

This definition connects "Securities Account" to equity investments.

"Securities Account" refers to an account used for holding equity securities, including stocks and shares, for the purpose of capital appreciation and dividend income.

Definition of "Securities Account" for foreign currency securities

This definition links "Securities Account" to foreign currency-related investments.

"Securities Account" means an account used to hold securities denominated in foreign currencies, enabling investors to gain exposure to international markets and foreign exchange fluctuations.

This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.