Overview
The Securities Reports Division of the Statistics Function of the Federal Reserve Bank of New York will host a seminar to train reporters how to correctly complete this new positions report, the Aggregate Holdings of Long-Term Securities by U.S. and Foreign Residents.

Key Topics

• Why the new report is needed
• Who should report: U.S. custodians, U.S. end-investors (including investment managers, pension funds and foundations) and issuers of U.S. securities
• Consolidation rules and exemption levels
• How to determine the residence of the issuer or holder
• What types of securities should be reported and how they should be reported
• Electronic submission of the report

Audience

• Those responsible for regulatory reporting for their organizations
• Those responsible for keeping members of their trade associations informed of reporting responsibilities
• Companies providing legal services or securities services/administration to the above