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Get the free COORDINATED PORTFOLIO INVESTMENT SURVEY GUIDE

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256610Proxy Form CCustodianFor the shareholders who are specified in the register as foreign investor and has appointed a custodian in Thailand to be a share depository and keeper 20Please attach
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How to fill out coordinated portfolio investment survey

01
Determine which agency or organization is conducting the coordinated portfolio investment survey.
02
Obtain the necessary forms or access the online portal for submitting the survey.
03
Gather all relevant information about your investment portfolio, including asset types, values, and geographic distribution.
04
Fill out the survey form accurately and completely, providing detailed information about each investment.
05
Review the completed survey for any errors or missing information before submitting it.
06
Submit the survey by the specified deadline to ensure that your portfolio data is included in the coordinated analysis.

Who needs coordinated portfolio investment survey?

01
Investors, institutional investors, fund managers, financial institutions, central banks, and regulatory authorities may need to fill out coordinated portfolio investment surveys to provide information on their investment holdings and activities.
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The coordinated portfolio investment survey is a survey conducted by central banks to gather information on cross-border holdings of portfolio investments.
In most cases, institutions such as banks, securities dealers, and other financial institutions are required to file the coordinated portfolio investment survey.
The coordinated portfolio investment survey can typically be filled out online through a secure portal provided by the central bank. Detailed instructions are usually provided to guide filers through the process.
The purpose of the coordinated portfolio investment survey is to provide central banks with data to monitor and analyze cross-border portfolio investment activity, and to help assess potential risks to financial stability.
Typically, the coordinated portfolio investment survey requires information on the type of portfolio investments held, the country of the issuer, the currency of the investment, and the market value of the investment.
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