14 March 2023
Client money or property services provider
A 'custodial service' is provided if client money or client property is held by a person in trust for, or on behalf of, a client (or another person nominated by the client) under an agreement. On this page you will find out more about custodial services or client property service providers; licensing and registration requirements; obligations and exemptions.
Compliance, New Financial Advice regime, Client money or property services provider, Obligations, Licensing & registration, Roles, Business
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