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ICD Direct and Enhanced Products
In addition to our one-wire/one-statement portal, ICD offers an alternate model for access to enhanced money fund products.
ICD Direct makes enhanced money fund products available to corporate treasury offices. These products are managed to outperform 2a-7 regulated money funds over time:
Clients may utilize multiple enhanced investments with one phone call while wiring the money directly to the fund companies they have chosen. This model satisfies direct relationship requirements by:
- Directly registering the client at the fund(s) with ICD as Introducing Broker.
- Maintaining the direct relationship money transfer process; the client wires directly to the funds & receives proceeds directly from the funds.
- Maintaining the direct relationship by receiving monthly statement(s) from the respective vender.
Please contact ICD to view our fund selection.
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Merriman Curhan Ford & Co.: member NASD/SIPC. All rights reserved.