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Asset Management & Custody Activities SICS #FN0103Prepared by the Sustainability Accounting Standards Board November 2013 Exposure Draft for Public Comment2013 Basset Management & Custody Activities

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How to fill out custody activities

01

Start by gathering all necessary documents related to custody activities, such as court orders, legal agreements, and any relevant financial information.

02

Familiarize yourself with the specific requirements and guidelines outlined by your jurisdiction or legal authority regarding custody activities.

03

Begin completing the custody activity forms by providing accurate and detailed information about the parties involved, including their names, addresses, and contact details.

04

Clearly specify the type of custody arrangement being requested or modified, whether it is joint custody, sole custody, or a specific visitation schedule.

05

Provide relevant information about the child or children involved, including their names, dates of birth, and any special considerations or medical conditions that need to be taken into account.

06

Describe the proposed or existing parental responsibilities and parenting plan, outlining how major decisions will be made, how time will be divided between the parents, and any specific provisions for holidays or vacations.

07

Make sure to attach any supporting documentation required, such as proof of income, character references, or documentation related to the child's well-being.

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Review the completed custody activities forms thoroughly to ensure accuracy and consistency throughout.

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Sign and date the forms where required, and consider having them notarized or witnessed by appropriate individuals, if necessary.

10

Submit the completed custody activities forms to the appropriate court or legal authority as instructed, keeping copies for your own records.

Who needs custody activities?

01

Anyone involved in a custody dispute or seeking legal recognition and guidelines for custody arrangements may need custody activities. This includes parents who are divorcing or separating, unmarried parents, legal guardians, or individuals who are seeking to modify existing custody agreements. Additionally, lawyers, legal professionals, and court officials involved in the legal process of custody cases may also require custody activities to document and advocate for the best interests of children involved.

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What is custody activities?

Custody activities refer to the process of holding and safeguarding assets on behalf of clients or investors.

Who is required to file custody activities?

Financial institutions and entities that hold assets on behalf of clients or investors are required to file custody activities.

How to fill out custody activities?

Custody activities are typically reported through regulatory filings or disclosures to relevant authorities.

What is the purpose of custody activities?

The purpose of custody activities is to ensure the safekeeping and proper management of assets belonging to clients or investors.

What information must be reported on custody activities?

Information such as the types of assets held, the value of assets, and any transactions or activities related to the custody of assets must be reported on custody activities.

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