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CUSTODY CLIENT GUIDEVersion 10.7
November 2016CHAPTER 6: TRADE MANAGEMENT
Trade Instruction Requirements
Proper instructions, as defined by the applicable custodian agreements and/or service level
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What is custody client guide?
Custody client guide is a document that provides information about custody services and procedures to clients.
Who is required to file custody client guide?
Custodians or firms that offer custody services are required to file custody client guide.
How to fill out custody client guide?
Custodians or firms must fill out the custody client guide with accurate information about their custody services and procedures.
What is the purpose of custody client guide?
The purpose of custody client guide is to inform clients about the custody services offered by a custodian or firm.
What information must be reported on custody client guide?
Information such as custody services offered, procedures for safekeeping assets, and any fees or charges associated with custody services must be reported on custody client guide.
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