Millennium Trust Company

The Case for a Custodian

White Paper

6 minute read

The Case for a Custodian

The Custody Rule under the Investment Advisers Act of 1940 requires that registered investment advisors’ client funds and securities be maintained with a qualified custodian. Choosing the right custodian is one of the most crucial decisions that a fund manager makes. With the right custodian and other service providers in place, a fund can create an environment conducive to attracting additional investors, helping it achieve fundraising goals.

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Investment Professionals, Institutional Services

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