Understanding the Customer of a Debtor: Legal Insights and Implications

Definition & Meaning

The term customer of a debtor refers to any individual or entity that has a claim against a debtor, typically in the context of securities transactions. This includes anyone who has received or held securities from the debtor in the normal course of business, such as a broker or dealer. Customers may have claims for various reasons, including safekeeping of securities, sales, or cash deposits for purchasing securities. However, certain individuals may not qualify as customers if their claims arise from transactions with foreign subsidiaries or if their claims are subordinated to other creditors.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A retail investor who deposits cash with a brokerage firm to purchase stocks is considered a customer of that debtor. If the brokerage firm goes bankrupt, the investor may have a claim to recover their deposited funds.

Example 2: A company that holds securities for safekeeping on behalf of its clients is also a customer of a debtor if the company has a claim against the debtor for those securities. (hypothetical example)

Comparison with related terms

Term Definition Key Differences
Customer of a Debtor Any individual or entity with a claim against a debtor related to securities transactions. Focuses specifically on claims arising from securities dealings.
Creditor Any person or entity to whom a debt is owed. Broader term that includes all types of debts, not just securities.
Claimant Any person making a claim in a legal proceeding. Can refer to any type of claim, not limited to securities or debtor relationships.

What to do if this term applies to you

If you believe you are a customer of a debtor, it is important to document your claims thoroughly. Gather all relevant information, such as transaction records and communications with the debtor. You may consider using legal templates from US Legal Forms to file your claim effectively. If your situation is complex or involves significant amounts, consulting a legal professional is advisable to ensure your rights are protected.

Quick facts

Attribute Details
Typical Claims Claims for securities, cash deposits for purchases
Exclusions Claims from foreign subsidiaries, subordinated claims
Relevant Law 15 USCS § 78lll

Key takeaways

Frequently asked questions

A customer is anyone with a claim against a debtor related to securities transactions, excluding certain specified claims.