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Annex F (SRC Rule 49.21) Information Relating to Possession or Control Requirements Under SRC Rule 49.21 Report Date 1. Customers fully paid securities and excess margin securities not in the Broker
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Who needs Annex F SRC rule:

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Annex F SRC rule is a regulation that sets guidelines for reporting substantial stockholders in a corporation.
Corporations with substantial stockholders are required to file annex F SRC rule.
Annex F SRC rule can be filled out online through the designated reporting portal.
The purpose of annex F SRC rule is to improve transparency and accountability in corporate ownership.
Information such as the name, address, and percentage of ownership of substantial stockholders must be reported on annex F SRC rule.
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