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Market claim - Financial definition

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Concise definition of the term market claim

A market claim is a procedure that covers income events and non-income events if a security is traded while "cum" (with the entitlement), but settled when "ex" (without the entitlement), with the purpose of reallocating the proceeds of a distribution to the contractually entitled party.

Comprehensive definition of the term market claim

A typical example of a market claim is an equity trade which is negotiated before, but settled after the record date. In that case, the buyer would get shares with a market price that has been lowered by the amount of the dividend but has not received the dividend itself to compensate for the loss of value.
The process of market claims is used for both OTC and stock exchange trades. It does not have to be initiated by the trade counterparties, but is generally handled directly by the custodian, unless the counterparty instructs otherwise.

Additional information related to this definition

Definitions of related terms

Custodian  •  Dividend  •  Record date  •  Share

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