10b5-1 Stock Trading Solution

Short Description
TRADE’s 10b5-1 Stock Trading Solution. leverages its automated trading platform. so executives can take advantage of. additional benefits: …

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such as home purchases, college education,
and retirement planning can be factored into
a customized Rule 10b5-1 trading plan.
With properly designed and executed plans,
executives can take steps toward achieving
their financial goals, without being limited by
insider trading policies.
Automated Trading Platform
E*TRADE’s 10b5-1 Stock Trading Solution
leverages its automated trading platform
so executives can take advantage of
additional benefits:
n Convenience and familiarity using
etrade.com for stock plans, trading,
investing, banking, or lending services
n Customization of the plan to include
detailed instructions for scheduling sales
of company stock
n Choice and flexibility of reinvestment
of proceeds
n Fast trade execution with competitive pricing
n Expert assistance available in person or via
a dedicated toll-free number
Personal Services and Support
for Executives
We offer specialized support to manage these
complex executive trading plans. E*TRADE’s
Wealth Management advisors understand the
complex requirements of SEC Rule 10b5-1 and
can work closely with you, your legal counsel,
and your executives to develop and implement
a plan that meets your firm’s objectives as
well as those of your individual executives.
Furthermore, executives have access to a skilled
team of equity compensation professionals
who, through…