Oppenheimer Holdings and RBS Citizens enter into referral agreement

theflyonthewall.com

RBS Citizens and Oppenheimer & Co. announced that they have entered into a formal referral agreement, making it easier for the middle market clients of each institution to develop financial strategies that encompass both commercial and investment banking products and services. Under this agreement, RBS Citizens clients requiring financial advisory and equity capital markets services can be introduced to Oppenheimer and Oppenheimer clients in need of traditional banking products and services like debt syndications and extensions of credit can be introduced to RBS Citizens.

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