INDEX FOCUSED
EQUITY SMA
BRECKENRIDGE
FPP
POTENT POTABLES
100
Selected when cash is available in the account when requesting a withdrawal.
What is Skip Trading?
100
The main feature that Equity SMA accounts focus on with its investments.
What is tax management/dividend income?
100
The only asset other than cash acceptable to fund a Breckenridge account.
What are investment grade municipal bonds?
100
Entering a BPAS Closeout TIK and Like-Registration work item.
What is procedure for FPP TIK closeout?
100
Won the Conn Smythe trophy for playoff MVP in the NHL in 2016.
Who is Sydney Crosby?
200
The service center item you would use to transfer mutual fund shares in kind into an Index Focused account.
What is Transfer from Non-PAS account?
200
The program for moving available cash to a FTPS account.
What is RWOE?
200
$500,000
What is the minimum for initial funding?
200
Person who adds a DNT to FPP accounts.
What is the PS?
200
The name of Bob Ross' pet squirrel.
Who is Peapod?
300
Account registration that is ineligible for the indexed-focus option.
What are Corporate Accounts?
300
The index that The Equity SMA is most similar to.
What is the S&P 500?
300
5 years or greater
What is Breckenridge investor time horizon?
300
Sending out available cash and requesting additional cash for one distribution.
What is not allowed in FPP accounts?
300
A variety of fermented, lightly effervescent sweetened black or green tea.
What is Kombucha?
400
Systematic withdrawal plan that is not eligible on retirement accounts.
What is Type 9?
400
The SMA portfolio where ETFs are eligible for funding.
What is the Fidelity Tax-Managed US Equity Income Strategy?
400
Several weeks or longer (TBD)
What is the timeframe expectation of settlement?
400
$30,000 or greater
What is the amount that automatically buys in when added to an FPP account?
400
The only heavyweight boxing champion to finish his career of 49 fights without ever having been defeated.
Who is Rocky Marciano?
500
This document is not generated for index focused accounts.
What is the fee invoice?
500
What SMA stands for.
What is separately managed account?
500
Because Breckenridge is a standalone fixed income separately managed account product it can not be (Blank) with other managed accounts.
What is fee aggregation?
500
FPP accounts are the only accounts that allow for this type of investing strategy.
What is gradual investing?
500
The Spanish artist, sculptor and draughtsman famous for co-founding the Cubist movement.
Who is Pablo Picasso?
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