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delivery instructions

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delivery instructions
A customer's directions to a broker as to the disposition of funds and securities in the customer's account. For example, a customer must instruct the broker whether securities placed in the account should be sent to the customer or kept in street name in the account.

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Back then they used a fax machine to punch in an account number coded delivery instructions, and then faxed the document over.
The identity of the brokers and wholesalers are not disclosed until a bid is submitted and accepted, A bid includes program requirements, rate, points, foes, lock period and delivery instructions.
And if a courier arrives with a delivery that must be signed for, when you're not at home, a direct voice connection with the courier enables you to give the courier detailed delivery instructions such as a different address to deliver to or another day when you will definitely be there.
 
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