The modus operandi of MSSB is evident: make the protection of its trade secret customer information enormously expensive for Fidelity, and then argue to arbitration panel(s) that the damages at stake are ininiscule.

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The secret: flatter your customer, not yourself.

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Only trade secrets such as company financials, customer lists, business plans, secret formulas, and unpatented inventions, can be lost when people know and copy.

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The secret, he says, is leaving the door wide open so the customer feels comfortable.

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