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Alternative Investment Custody Request and Authorization 18772012985-Page 1 of 4 Hedge Funds, Hedge Funds of Funds, Private Equity Funds, and Commodity Pools Instructions: Please submit this form

How to fill out alternative investment custody request

1. Start by obtaining a copy of the alternative investment custody request form from the appropriate institution or organization that handles custody services for alternative investments.
2. Review the form carefully and make sure you understand the information being requested. This may include personal details, such as your name, contact information, and social security number.
3. Provide information related to the specific alternative investment for which you are requesting custody. This might include the type of investment, the name of the investment issuer or company, and the specific asset or instrument being held.
4. If applicable, indicate the desired custody arrangement or instructions. This could involve specifying whether you want the investment held in your name, or in the name of a trust, company, or other entity.
5. Follow any additional instructions or requirements outlined on the form. This may involve attaching supporting documentation, such as copies of legal documents, investment contracts, or identification documents, as requested.
6. Carefully review the completed form to ensure accuracy and completeness. Double-check that all fields have been filled out correctly and that any necessary attachments or supporting documents are included.
7. Sign and date the form as required. Depending on the institution or organization, you may need to have your signature notarized or witnessed by a designated individual.
8. Submit the completed form, along with any required attachments and supporting documents, to the appropriate institution or organization. Be sure to keep a copy of the form for your records.

Who needs alternative investment custody request?

1. Individuals or entities who hold alternative investments, such as hedge funds, private equity funds, real estate investment trusts (REITs), or other non-traditional assets, may need to submit an alternative investment custody request.
2. Investors who are looking to transfer their alternative investments to a custodian for safekeeping and management may also require an alternative investment custody request.
3. Institutions or organizations that offer custody services for alternative investments typically require investors to complete a custody request form in order to initiate the custody or transfer process.

Overall, anyone who wants to ensure the safekeeping and proper management of their alternative investments should consider filling out an alternative investment custody request form.

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What is alternative investment custody request?

Alternative investment custody request is a formal request submitted by an investor to a custodian to hold and safeguard alternative investments such as hedge funds, private equity, real estate, and commodities.

Who is required to file alternative investment custody request?

Investors who have alternative investments in their portfolio are required to file alternative investment custody request.

How to fill out alternative investment custody request?

To fill out alternative investment custody request, investors need to provide details about the alternative investments they hold, including the name of the investment, investment manager, and current market value.

What is the purpose of alternative investment custody request?

The purpose of alternative investment custody request is to ensure that alternative investments are held and managed securely by a trusted custodian to protect the investor's assets.

What information must be reported on alternative investment custody request?

The alternative investment custody request must include information about the name of the investment, investment manager, current market value, and any related documents supporting the investment.