Fixed Income transactions

Fixed Income transactions are executed via external bond desks for which Peak Securities has signed a distribution agreement.

On a daily basis, you will be receiving inventory lists from the bonds desks. To trade fixed income investments, please follow the below procedure:

1. Contact a bond desk of your choice. (see list below)
2. Confirm with the representative the Bond (Cusip), Amount and Price for the buy or sell.
3. Immediately after confirming with the bond desk, please send an e-mail to securities@peakgroup.com with the following information: Client Name, Account number, Bond Cusip, bond description, face value amount, Dealer price (prix confirmed with the bond desk) and client price (the difference between client and dealer price is the commission).