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State of Iowa Treasurer\'s Office Capitol Building 1007 E Grand Avenue Des Moines, IA 50319Master Custodial Agreement THIS MASTER CUSTODIAL AGREEMENT (this Agreement) is entered into as of the ___

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How to fill out master custodial agreement

01

Review the agreement template provided by the custodian.

02

Fill in the necessary information such as the names of the parties involved, the custodial services to be provided, and the fees associated with the agreement.

03

Ensure that all parties involved sign and date the agreement to make it legally binding.

04

Keep a copy of the signed agreement for your records.

Who needs master custodial agreement?

01

Financial institutions such as banks and brokerage firms that offer custodial services to their clients.

02

Individual investors who want to protect their assets and have them managed by a professional custodian.

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What is master custodial agreement?

Master custodial agreement is a legal document outlining the terms and conditions of the custodial relationship between a custodian and a client.

Who is required to file master custodial agreement?

Financial institutions and custodians are required to file master custodial agreements.

How to fill out master custodial agreement?

Master custodial agreements can be filled out by providing all necessary information regarding the custodial relationship, including fees, responsibilities, and terms.

What is the purpose of master custodial agreement?

The purpose of master custodial agreement is to establish the rights and responsibilities of the custodian and the client in managing and safeguarding assets.

What information must be reported on master custodial agreement?

Information such as names and contact details of custodian and client, asset details, fees, responsibilities, and terms must be reported on master custodial agreement.

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