Date TBD to discuss the New Custody Rule.


Custody rule overview: Navigating the road ahead
Overview: On December 30, 2009, the Securities and Exchange Commission (SEC) finalized amendments to the custody requirements of Rule 206(4)-2 under the Investment Advisers Act of 1940 and related forms (“Custody Rule” or “Rule”).

  Deloitte White Paper (203.3 KiB)

An overview of the MMI’s data collection strategy.

  Custody Rule Presentation (911.0 KiB)