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Version 2022.1Custody account agreement 1CLIENT CONTACT INFORMATION Name (surname, first name)Date of Bradstreet address, box or equivalent (registered address)Postal code (other than Sweden)TelephoneTelephonePostal

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How to fill out custody account agreement

01

Obtain the custody account agreement form from the financial institution where you would like to open the account.

02

Fill out your personal information such as name, address, social security number, and contact information.

03

Specify the type of account you would like to open (individual, joint, IRA, etc.).

04

Provide details about the assets you wish to transfer or deposit into the custody account.

05

Review the terms and conditions of the agreement carefully before signing and submitting the form.

Who needs custody account agreement?

01

Individuals who wish to open a custody account with a financial institution to hold and manage their investment assets.

02

Beneficiaries who are inheriting assets and want to transfer them into a custody account for safekeeping.

03

Entities such as trusts or corporate entities that require a custody account to manage their financial assets.

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What is custody account agreement?

A custody account agreement is a legal document that defines the terms under which a financial institution holds and manages the assets of an individual or entity. It outlines the rights and responsibilities of both the custodian and the account holder.

Who is required to file custody account agreement?

Typically, individuals or entities that hold financial assets in a custody account are required to file a custody account agreement, including institutional investors and high-net-worth individuals.

How to fill out custody account agreement?

To fill out a custody account agreement, provide personal or business information, details of the assets to be held, the terms of the agreement, and signatures of all parties involved. It's advisable to review the document with legal or financial advisors.

What is the purpose of custody account agreement?

The purpose of a custody account agreement is to establish a formal understanding between the account holder and the custodian, detailing how assets will be managed, protected, and any applicable fees or policies.

What information must be reported on custody account agreement?

Information that must be reported includes the account holder's personal or business details, asset types, value of assets, fees, any special instructions, and the signatures of both parties.

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