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Best Execution

BEST EXECUTION / PAYMENT FOR ORDER FLOW

The Securities and Exchange Commission, in Rule 11Ac-1-6, requires Investment Planners, Inc. to publicly report each quarter on its routing of non-directed orders in securities.

Order Routing Information

RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation — To read on online summary of Cohen & Company execution data for accounts held at RBC Dain Rauscher, click here:
http://www.tagaudit.com/rule6.asp?user=dcsd

Also, Cohen & Company must disclose information each quarter relating to execution practices, including:

The relationship Investment Planners, Inc. has with the market centers to send orders. Cohen & Company fully discloses its securities business cleared through RBC Dain

The market internalization or payment for order flow arrangements with the market centers. Cohen & Company receives no compensation for order flow from RBC Dain or any market maker.

Investment Planners, Inc. may direct a portion of its order flow to market centers, which are done in an effort to obtain best execution for our clients. Investment Planners, Inc. receives no compensation for this activity.

 
Investment Planners  © 2009    |    Member FINRA/SIPC