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New York
Washington, D.C. September 15, 2008CLIENT UPDATE*
The following is a general overview of the insolvency procedures and customer
protections that would be applicable in the event a prime broker
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02
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03
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05
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What is client update?
Client update is a process of updating information about a client, such as contact details, preferences, or any changes in their situation.
Who is required to file client update?
The client or their representative is required to file a client update.
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What is the purpose of client update?
The purpose of client update is to ensure that the information on file is current and accurate for better service delivery.
What information must be reported on client update?
Client update may include changes in address, phone number, email, financial status, or any other relevant details.
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