P
Policy-as-Code
/FR 2052a Referencev2025-02-26
Demo
S.I.2·Supplemental: Informational

Short Market Value Client Assets

Definition

Refers to the fair value of clients’ short positions in margin accounts held at the reporting entity.

Refers to the fair value of clients’ short positions in margin accounts held at the reporting entity. This product must only be reported when a firm has a broker-dealer that is a material entity (i.e., is a reporting entity).

Applicable fields: product, sub_product, currency, market_value, reporting_entity.

Version History

2025-02-26

Current version