Back office

settlement and related processes where brokerage houses perform clerical operations that support, but do not include, the trading of stocks and other securities. Includes all written confirmation and settlement of trades, record keeping and regulatory compliance.

Similar financial terms

Back-end value
The amount paid to remaining shareholders in the second stage of a two-tier or partial tender offer.

Tax clawback agreement
An agreement to contribute as equity to a project the value of all previously realized project-related tax benefits not already clawed back to the extent required to cover any cash deficiency of the project.

Swap buy-back
The sale of an interest rate swap by one counterparty to the other, effectively ending the swap.

Stripped mortgage-backed securities (SMBSs)
Securities that redistribute the cash flows from the underlying generic MBS collateral into the principal and interest components of the MBS to enhance their use in meeting special needs of investors.

Sale and lease-back agreement
Sale of an existing asset to a financial institution that then leases it back to the user.

Payback
The length of time it takes to recover the initial cost of a project, without regard to the time value of money.

Normal backwardation theory
Holds that the futures price will be bid down to a level below the expected spot price.

Mortgage-backed securities (MBS)
Securities backed by a pool of mortgage loans.

Mortgage-Backed Securities Clearing Corporation
A wholly owned subsidiary of the Midwest Stock Exchange that operates a clearing service for the comparison, netting, and margining of agency-guaranteed MBSs transacted for forward delivery.

Lookback option
An option that allows the buyer to choose as the option strike price any price of the underlying asset that has occurred during the life of the option. If a call, the buyer will choose the minimal price, whereas if a put, the buyer will choose the maximum price. This option will always be in the money.

Limitation on sale-and-leaseback
A bond covenant that restricts in some way a firm's ability to enter into sale and lease-back transactions.

Back fee
The fee paid on the extension date if the buyer wishes to continue the option.

Back-end loan fund
A mutual fund that charges investors a fee to sell (redeem) shares, often ranging from 4% to 6%. Some back-end load funds impose a full commission if the shares are redeemed within a designated time, such as one year. The commission decreases the longer the investor holds the shares. The formal name for the back-end load is the contingent deferred sales charge (CDSC).

Back-to-back financing
An intercompany loan channeled through a bank.

Back-to-back loan
A loan in which two companies in separate countries borrow each other's currency for a specific time period and repay the other's currency at an agreed upon maturity.

Back-up
(a) When bond yields and prices fall, the market is said to back-up. (b) When an investor swaps out of one security into another of shorter current maturity he is said to back up.

Backwardation
A market condition in which futures prices are lower in the distant delivery months than in the nearest delivery month. This situation may occur in when the costs of storing the product until eventual delivery are effectively subtracted from the price today. The opposite of contango.

Buy-back
Another term for a repo.

Buyback
The covering of a short position by purchasing a long contract, usually resulting from the short sale of a commodity. Also used in the context of bonds. The purchase of corporate bonds by the issuing company at a discount in the open market. Also used in the context of corporate finance. When a firm elects to repurchase some of the shares that trade in market.

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Did you know?

Pure Equity Trust

A special type of irrevocable trust marketed by promoters. The trust assets are obtained by an exchange of a certificate of beneficial interest in return for the assets, as opposed to traditional means, such as by gifting.


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