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Customer Account Agreement & Disclosures September 30, 2024RBC Clearing & Custody 250 Nicollet Mall | Minneapolis, MN 554011931 (800) 7594029 | www.rbcclearingandcustody.com PLEASE RETAIN A COPY OF

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How to fill out rbc clearing custody

01

Gather all necessary personal and financial documents required for the application.

02

Visit the RBC website or branch to access the clearing custody application form.

03

Fill out the application form with accurate personal information, including your name, address, and contact details.

04

Provide information about the types of assets you want to hold in custody.

05

Review the terms and conditions related to RBC clearing custody and agree to them.

06

Submit the completed application form along with any required documentation to RBC.

07

Follow up with RBC to ensure the application has been processed successfully.

Who needs rbc clearing custody?

01

Individuals and businesses looking for secure custody services for their investments.

02

Financial advisors and wealth managers who manage their clients' asset portfolios.

03

Institutional investors requiring comprehensive custodial services.

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What is rbc clearing custody?

RBC Clearing Custody is a service provided by RBC (Royal Bank of Canada) that involves the safekeeping and administration of financial assets, such as securities, on behalf of clients.

Who is required to file rbc clearing custody?

Financial institutions, investment funds, and other entities that hold client assets or securities are required to file RBC Clearing Custody.

How to fill out rbc clearing custody?

To fill out RBC Clearing Custody, one must provide accurate information regarding the assets being held, including details such as asset type, quantity, and client information, according to the specific forms provided by RBC.

What is the purpose of rbc clearing custody?

The purpose of RBC Clearing Custody is to ensure the secure holding of clients' financial assets, facilitate transactions, and provide accurate reporting and compliance with regulatory requirements.

What information must be reported on rbc clearing custody?

The information that must be reported includes details about the assets held, ownership information, transaction records, and any relevant compliance data.

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