Custody, Account Control & Digital-Asset Safekeeping
v2026.08.13
- Document version
- v1.1
- Effective
- 2026-08-13
- Change
- material — supersedes v2026.07.08
- SHA-256
- 277b1d4e81100074763805431b2d3ffc80157f05e0346592f91995589129c097
Note
Corrects the custody statement. The prior version said fee-deduction authority "may create" limited custody; under SEC Release IA-2176 it creates custody, and Form ADV Part 2A Item 15.A already stated this. The hedge is removed and the sentence now matches the brochure.
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