Legal & Compliance (L&C)

Member Initiate Survey Report: The Custody Rule

Posted on October 30, 2014 in Legal & Compliance (L&C) by Admin

How do NAREIM firms apply the custody rule for separately managed accounts, particularly as it pertains to scope of the surprise audit and delivery of bank statements directly to investors at both account and property account levels?

A NAREIM member surveyed others in October of 2014 to find out.

Click here for a copy of the report.

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