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Series 7: Order Processing & Trade Settlement
Series 7 practice questionhardEx-Dividend Dates — Scenario

A customer buys 100 shares of RST stock on Monday, March 9. The stock has a record date of Tuesday, March 10 for a $0.50 per share dividend. Under T+1 settlement, will the customer receive the dividend?

  1. AYes, because the trade settles on March 10, the record date✓ Correct answer
  2. BNo, because the trade settles on March 11, after the record date
  3. CYes, because dividends are paid based on trade date, not settlement date
  4. DNo, because the customer must hold the stock for at least 30 days to receive dividends
Explanation

Why AYes, because the trade settles on March 10, the record date

Under T+1 settlement, a trade executed on Monday, March 9 will settle on Tuesday, March 10, which is the record date. Since the buyer will be the registered owner on the record date, they are entitled to receive the $0.50 per share dividend. The ex-dividend date under T+1 settlement falls on the record date itself (March 10), so a purchase on March 9 (the business day before the ex-date) settles in time for the buyer to be the holder of record.

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