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Transcript

Mystery Breakout

Start

Intro

You have entered a dark and unknown world from which you have to get out before it's too late and you will be locked in forever.

Continue

Mission 1

Locked

Locked

Locked

Answer the question and you will find out the address of the following scenario

Mutual Fund Company

Brokerage Firm

Transfer Agent

This firm type holds assets in 3 different ways, ESPP, DRS/DRP and Physical Certificates.

Mission 2

Completed

Locked

Locked

Drag and discover

Transfer Agent

Mutual Fund Company

Bank/Credit Union/Trust Companies

This type of firm can have "Bank" or "Trust" written in the name at the top of the statement.

Mission 3

Completed

Completed

Locked

AUTH Restriction

Firm to Firm Transfer Restriction

What is the name of the restriction that is placed when a transfer out is initiated?

COPD Restriction

Transfer Agents and Brokerages

Mutual Fund Company and Transfer Agent

Brokerages and Bank/Credit Union/Trust

What two firm types will we see a variety of assets on their statements?

Transfer Agents and Mutual Fund Company

Brokerages and Mutual Fund Company

Transfer Agents and Brokerages

These two firm types do NOT allow liquidations in Banking and Asset Movement Center:

216

Continue

Remember the code

Completed

Mission 4

Completed

Completed

Moving things in-kind

Transferring Mutual Funds into an IRA

Cash is the end result

The main thing that triggers "Branch Processing" is?

14+3

Continue

Completed

Completada

Completada

Completed

Completed

Completada

Completed

Completada

Continue

Congratulations, you made it out!

Wrong answer!

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