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Client Custody Agreement Terms and Conditions1 January 2017 2017 FIG Securities Limited ABN 68 085 661 632 AFS License No. 224659 Sydney Melbourne Brisbane Perthfiig.com.AU 1800 01 01 81 Client Custody

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What is client custody?

Client custody refers to the responsibility of safely holding and managing a client's assets on behalf of a financial institution or investment firm.

Who is required to file client custody?

Financial institutions or investment firms that hold client assets are required to file client custody.

How to fill out client custody?

Client custody forms can usually be filled out electronically or in hard copy, following the specific instructions provided by the regulatory authorities.

What is the purpose of client custody?

The purpose of client custody is to ensure the safekeeping and proper management of client assets by financial institutions, protecting clients' interests and assets.

What information must be reported on client custody?

Client custody reports typically include details of client assets held, the value of those assets, and any transactions or activities related to the management of these assets.

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