Data Dictionary

Item Number B908
INVESTMENT MANAGEMENT AGENCY ACCOUNTS

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
RIADB908 2001-12-31 2008-12-31 Yes Multiple Forms
RIADB908 2009-03-31 2009-09-30 No Multiple Forms
SVGLB908 2002-03-31 2008-12-31 Yes OTS 1313
SVGLB908 2009-03-31 2009-09-30 No OTS 1313
UBPRB908 2001-06-30 2008-12-31 Yes
UBPRB908 2009-03-31 9999-12-31 No

Data Description:

Report gross income generated from investment management agency accounts as defined for item 7 of Schedule RC-T.

COMPARABILITY:

Beginning 3/31/02, reported on Schedule FS for the SVGL report. Reported as confidential.

NOTE:

Reported on Schedule RC-T Fiduciary and Related Services for the FFIEC 031 and 041 reports. Reported as confidential.   

UBPR DERIVATION -- IF UBPR9999 > '2001-10-01' AND UBPRB867 = 1 THEN RIADB908

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Last update: May 17, 2024