What if I no longer want to receive the oral notice of availability of independent research from Credit Suisse in connection with a solicited order?
Institutional clients in the United States with between $1 million and $10 million in invested assets may waive the oral notice by completing and sending back a form that can be obtained from your Credit Suisse Sales Representative. Under the terms of the Research Settlement, (i) institutional clients in the United States with less than $1 million in invested assets and retail clients in the United States must receive the oral notice regardless of whether they want it and (ii) institutional clients with $10 million or more in invested assets will not receive the oral notice.
Related Questions
- What if I no longer want to receive the oral notice of availability of independent research from Credit Suisse in connection with a solicited order?
- How do I register to receive credit for research, internship, or independent study?
- Why is Credit Suisse providing independent third-party research to its clients?
