GCMAS Bi-Monthly Meeting Trivia

Who played in the partners gold match over the weekend?

Tiger Woods, Phil Mickelson, Tom Brady, Peyton Manning

Tiger Woods, Tom Brady, Justin Thomas, Peyton Manning

Tiger Woods, Peyton Manning, Brooks Koepka, Aaron Rodgers

Which US custodians can take Canada residents?

Morgan Stanley

Fidelity

Charles Schwab

UBS

Pershing

TDA

Which account types can Fidelity open for Canada Residents?

All

Taxable Only

Retirement Only

Everything but Trusts

True/False: Morgan Stanley's minimum relationship value for Canada residents is $500k?

True

False

What is the minimum amount needed to open standalone accounts at the discount and the full service custodians? (Typically comes up with split custodian requests)

Discount: $250k, Full Service: $500k

Discount: $200k, Full Service: $400k

Discount: $200k, Full Service: $500k

If a prospect has a mix of discount and full service funding, which type of custodian will they be assigned to (assuming they don’t meet pre-define standards)?

Full Service

Discount

Which US President served the shortest term of about two months because of dying from simple colds?

William Henry Harrison

George Washington

Chester A Arthur

David Rice Atchison

Why do we not put foreign residents clients at TDA?

TDA doesn't allow them

TDA required FI to sign an RIA Attestation Form

TDA has too high of a minimum

What orgs does Steve Triplett oversee?

Human Capital

Corporate Finance

Corporate Services

Innovation

Technology

The Olympic games originated from which country?

True/False: If a clients wants any custodian but the one they are currently assigned to an RFYI/OSP freebie will be needed to move it.

True

False

What is the minimum typically required for a non-standard custodian to be approved

$10MM

$5MM

$1MM

$500k

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