What Actually Happens When a Custodian Fails
The process, the timeline and what determines whether assets are returned. Segregation is the whole answer.
Tagged "custody"5 articles on this topic.
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Client Asset Rules and What They Actually Do
Segregation is the provision that determines outcomes in a failure. How the arrangements differ and how to verify which applies.
Who Controls the Keys, and Why the Answer Determines Everything Else
Provider-held, co-signed and self-managed arrangements have different legal positions, not just different convenience.