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Surprise Custody Examination

Ashland Partners is proud to serve the investment industry and appreciates your interest in our services. Please fill out the form below and a member of our expert team with contact you shortly.
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Surprise Custody Examination Questionnaire:

To expedite your proposal, please answer the questions below. 

How many individual accounts are you deemed to have custody?
What is the reason for custody? (Check all that apply)
What is the reason for custody? (Check all that apply)
Have you had a custody examination in previous years?
If yes, what was the date of the last examination?

Other Notes/Comments:

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  1. To receive a copy of your submission, please fill out your email address below and submit.