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SAFE PRIMER. A safe is a Simple Agreement for Future Equity. An investor makes a cash. investment in a company, but gets company stock at a later date, in connection with a. specific event. A safe is not a debt instrument, but is intended to be an alternative to. convertible notes that is beneficial for both companies and investors.
When you buy a security, payment must reach Fidelity by the settlement date. When you sell a security, Fidelity will credit your account for the sale on the settlement date. For options and other securities settling in one day, you must have sufficient cash or margin equity in your account when your order is placed.