Best Practices in Defending Margin Related Cases
1h 1m
Created on October 06, 2020
Advanced
Course Price
$89
- Instant Certificate Upon Completion
- Mobile, Desktop and Laptop Access
- Money-Back Guarantee
Overview
With the volatility in the market during the recent months and the significant growth of securities-backed lending by brokerage firms, understanding the various types of lending available to securities customers is critical. Taught by Matthew Plant and Angela Turiano, principals of the firm Bressler, Amery & Ross, this course will examine the various types of lending available to securities customers and explore how margin and other lending works. The presentation will also address best practices in investigating and defending margin cases.
Learning objectives:
- Identify the various types of lending available to securities customers
- Gain an understanding of how margin and other lending works
- Discuss margin and collateral calls
- Provide insight into the types of claims brought by customers and how to defend them
Credits
Reviews
Recent Reviews
Awesome presentation!
Excellent course.
Informative presentation
Excellent program.
I got caught up in an unfair margin call and wished I had taken this course before I even used my margin account. They sucker folks in by dangling lots of "free" money in your face and when you take the bait, they slam a margin call on you because your stocks decreased in value.
More Courses by Matthew Plant
Plus
Gain access to this course, and unlimited access to 2,000+ courses, with a Plus subscription.
Explore Lawline Subscriptions