This effort is not “burn” like workout and tech xx, but it can be strategic, esp. for wife.

— transaction record ..

#153 transfer record shows $4393.32 + 8715.16

I think custodian has no record available to me.

FSM-exch statement has my transactions .. sent to Compliance 🙂 … DBS Transaction history (not in statements) shows  a more complete cost figure including the fees (possibly known to FSM-exch). Also shows the contribution i.e. deposit history.

I think FSM-exch platform has no record of my position.(a trading system has static record of past trades, but won’t have current positions as those require ongoing lifecycle mgmt incl. corp actions.. completely different system.)

DBS pdf statement shows StockName | Qty | Cost [1] | MktVal. No transaction history.

[1] $13107.74 which is incomplete and unreliable.

— the agreement ..

1. we record the full deduction $DD, and we transfer $DD from 153 account. $DD = $4393.32 + $8715.16.
2. After pre-clearance and liquidation, suppose the actual incoming amount (net of fees) is $II, locked inside SRS account.
3. I will transfer $II to wife, while holding $II in my illiquid SRS account. This is not ideal for me, but I will accept it. Therefore, the prices don’t matter as much as the actual $DD and $II amounts.
4. All fees are charged to SRS and borne by wife.

— Wife has decided to own 3000 shares. This is a 51/49 joint decision. We won’t blame each other for bad investment decision
— custodian?
Q: is there any annual statement?

• CDY?
• price tag per lot?

• CDY more than 5%
• 2 analysts only. Tgt price $15.. https://money.cnn.com/quote/forecast/forecast.html?symb=VGR
• 1Y up
• $2B mid-cap tobacco stock

• analyst no sell. Tgt $52 https://money.cnn.com/quote/forecast/forecast.html?symb=bce
• div maintained through 2020. CDY 5.8% https://www.nasdaq.com/market-activity/stocks/bce/dividend-history
• 🙁 Canadian div tax
• fractional possible
• 12M up; 1M zigzag