Asset Transfer

  • 4 Posts
  • 1 Sections
  • 1 Types
August 18, 2024 6 min read Dictionary
Automated Customer Account Transfer Service (ACATS)
Financial Services Investment ACATS Asset Transfer Brokerage NSCC Securities
Understanding ACATS and how it facilitates the transfer of assets between brokerages.
Read more about Automated Customer Account Transfer Service (ACATS).
August 18, 2024 5 min read Dictionary
Deed
Legal Real Estate Asset Transfer Ownership Real Estate Legal Documents Title
A deed is a signed legal document that transfers ownership of an asset to a new owner.
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August 18, 2024 6 min read Dictionary
In Specie
Finance Investment In Specie Asset Transfer Tax Benefits Financial Terms Latin Phrases
An enlightening look into the financial term that has as much flair as a fine dessert – the art of transferring assets without the cash flavor!
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August 18, 2024 6 min read Dictionary
Payable on Death (POD)
Finance Estate Planning POD Totten Trust Beneficiaries Financial Planning Asset Transfer
An arrangement that allows individuals to designate beneficiaries who receive their assets upon death.
Read more about Payable on Death (POD).

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