Exchange for Physical (EFP)

DERIVATIVE PRODUCTS
Security Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. If you are suitable for EFPs, your investment manager will either sell stock and buy it back for future delivery by buying a Single Stock Future (SSF), or they will buy the stock and sell the SSF. EFPs provide a cheap and efficient financing vehicle similar to Repos and Reverse Repos. SSFs have an interest rate built into their price that is determined competitively by numerous market participants, and your financial adviser may use them in order to swap a long or short stock position for a Single Stock Future (SSF), combining the two legs into one EFP transaction. Your adviser will talk to you about EFPs if your account(s) are suitable for these types of investments.
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Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Division of Investment Management

Learn more about the division, how it’s structured, and view career opportunities.

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial …

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …

Private Wealth Management

As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Exchange for Physical (EFP)

Security Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. If you are suitable for EFPs, your investment manager will either sell stock and buy it back for future delivery by buying a Single Stock Future (SSF), or they will buy the stock and sell the SSF. EFPs provide a cheap and efficient financing vehicle similar to Repos and Reverse Repos. SSFs have an interest rate built into their price that is determined competitively by numerous market participants, and your financial adviser may use them in order to swap a long or short stock position for a Single Stock Future (SSF), combining the two legs into one EFP transaction. Your adviser will talk to you about EFPs if your account(s) are suitable for these types of investments.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Division of Investment Management

Learn more about the division, how it’s structured, and view career opportunities.