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13th October 2017 Client Assets Policy Client Assets and Resolution Department Financial Conduct Authority 25 The North Colonnade Canary Wharf London E14 5HS22 City Road Fins bury Square London EC1Y

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What is client assets policy?

Client assets policy is a set of guidelines and procedures established by a financial institution to protect the assets of their clients.

Who is required to file client assets policy?

Financial institutions such as banks, investment firms, and brokerage firms are required to file client assets policy.

How to fill out client assets policy?

Client assets policy can be filled out by providing detailed information about how client assets will be managed, protected, and reported.

What is the purpose of client assets policy?

The purpose of client assets policy is to ensure that client assets are safeguarded and properly managed by the financial institution.

What information must be reported on client assets policy?

Client assets policy must include information about the custody and protection of client assets, as well as procedures for reconciling and reporting on these assets.

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