Data Dictionary

Item Number J315
FIDUCIARY AND RELATED SERVICES INCOME-INVESTMENT MANAGEMENT AND INVESTMENT ADVISORY AGENCY ACCOUNTS

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
RIADJ315 2009-12-31 9999-12-31 No Multiple Forms
SVGLJ315 2009-12-31 2011-12-31 No OTS 1313

Data Description:

FFIEC 031 RC-T 17 - Report gross income generated from investment management and investment advisory agency accounts. Also include income generated from investment advisory activities when the assets are not held by the institution. SVGL - Report gross income generated from the services provided to investment management and investment advisory agency accounts reported on FS260 through FS263. Include income received from investment advisory activities when the assets are not held by the institution.

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Last update: May 16, 2024