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CFA InstituteASSET MANAGER CODETMSAMPLE POLICIES AND PROCEDURES JUNE 2020CFA, Chartered Financial Analyst, and the Asset Manager Code TM are just a few of the trademarks owned by CFA Institute. To
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Form asset manager code is a unique identification code assigned to asset managers to facilitate regulatory reporting and compliance.
Asset managers are required to file form asset manager code.
Form asset manager code can be filled out online through the designated regulatory portal.
The purpose of form asset manager code is to accurately identify and track asset managers for regulatory purposes.
Form asset manager code must include basic information about the asset manager, such as name, address, and regulatory status.
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