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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: DELOITTE INVESTMENT Advisers LLC CRD Number: 104593ADVOtherThanAnnual Amendment, Part 2Rev. 02/20058/26/2010

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How to fill out custody of funds or

01

Gather all necessary documents such as identification, proof of ownership of funds, and any legal paperwork.

02

Fill out the custody of funds form completely and accurately, ensuring all details are recorded correctly.

03

Submit the form to the appropriate financial institution or entity responsible for managing the funds.

04

Keep a copy of the completed form for your records.

Who needs custody of funds or?

01

Individuals or entities who are responsible for managing or safeguarding funds on behalf of another party may need custody of funds.

02

This can include financial institutions, trustees, attorneys, or other authorized entities.

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What is custody of funds or?

Custody of funds refers to the financial responsibility of safely holding and managing funds on behalf of clients or customers.

Who is required to file custody of funds or?

Financial institutions and entities that handle funds on behalf of others such as banks, investment firms, and payment processors are required to file custody of funds reports.

How to fill out custody of funds or?

To fill out custody of funds reports, entities need to provide detailed information about the funds they hold, the clients or customers they are holding funds for, and any related transactions.

What is the purpose of custody of funds or?

The purpose of custody of funds reports is to ensure transparency, accountability, and the protection of clients' funds being held by financial institutions.

What information must be reported on custody of funds or?

Information that must be reported on custody of funds reports includes details about the funds held, client information, transaction details, and any potential risks or conflicts of interest.

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