Soru

Zorluk: KolayBroker-Dealers, Investment Advisers, and Intermediaries

Match each financial market intermediary with its primary role or service in the securities industry.

  • Transfer AgentMaintains official record of shareholder ownership, issues and cancels stock certificates, and processes dividend payouts.
  • CustodianHolds customer cash and securities in safekeeping to prevent loss, theft, or unauthorized use.
  • Prime BrokerProvides consolidated clearing, securities lending, and margin financing to institutional clients trading through multiple executing brokers.
  • National Securities Clearing Corporation (NSCC)Acts as a centralized clearing agency that automates, nets, and settles equity securities transactions between broker-dealers.

Cevap

Transfer Agent matches with maintaining shareholder ownership records and processing dividends; Custodian matches with holding customer assets in safekeeping; Prime Broker matches with providing consolidated clearing and financing to institutional clients; NSCC matches with central clearing, netting, and settlement of equity trades.
Each market participant plays a specialized role in the life cycle of securities. Transfer agents maintain corporate ownership records and distribute dividends; custodians safeguard customer cash and securities; prime brokers consolidate clearing, financing, and stock loan services for institutional clients trading through multiple executing brokers; and the NSCC operates as the central clearing agency for netting and settling equity transactions.

Adım Adım Çözüm

1
Identify the role of a Transfer Agent
Matched with maintaining corporate shareholder records, issuing certificates, and distributing dividends.
Transfer agents handle ownership recordkeeping on behalf of the issuing corporation.
2
Identify the role of a Custodian
Matched with holding securities and cash in safekeeping.
Custodians safeguard physical and electronic assets to protect customer funds from misuse or theft.
3
Identify the role of a Prime Broker
Matched with offering bundled clearing, margin financing, and stock lending for institutional investors.
Prime brokers consolidate trading activity and credit for clients operating across multiple executing brokers.
4
Identify the role of the NSCC
Matched with central netting, automated clearing, and trade settlement between broker-dealers.
The NSCC functions as the central counterparty for clearing U.S. equity market trades.

Anahtar Kavram

Functions of market intermediaries in trade clearing, asset custody, and corporate recordkeeping.
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