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Portability Agreement

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Portability Agreement
An agreement between a brokerage and a client allowing the client to take his/her accounts and transfer them to another brokerage. A portability agreement may even exist if the financial product being transferred is proprietary to the first brokerage.
portability agreement
The ability of an investor to transfer a proprietary brokerage product, such as a mutual fund, to an account at a different brokerage firm.
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14) The Bell System companies affected by the Portability Act have signed a Mandatory Portability Agreement that spells out their obligations.
Portability of pension benefits among jobs by Foster, Ann C. / Monthly Labor Review
com), a provider of mission-critical technology services, to support Syniverse's recent number portability agreement with Centennial Communications.
Telcordia Enables Number Portability for Centennial by Business Wire
PaineWebber signed the first portability agreement with Prudential Securities in March of this year.
PaineWebber expands access to mutual fund portability through ... by Business Wire
 
 
 
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