- Firm charges taxable clients higher fees and commissions than other institutional clients.
- Do you give your custody clients the best trading prices that you offer to other clients?
- Do you charge the same fee for cash management services that your other institutional clients pay?
- What other fees/commissions do you receive from custodial clients?
- Do you ever disclose specific information on the managers used by your clients?
- What percentage of the custody assets are managed by your firm? Please specify by asset class.
