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Should a U.S. investment advisor report fees that are received from a proprietary non-U.S. commingled investment fund as affiliated transactions?
Are profit allocations reportable as financial management fees?
At what level should a U.S. fund that is managed by more than one individual report on the BE-180 if it had covered transactions to report?
As a U.S. fund manager having transactions with foreign affiliates and unaffiliated foreign persons, am I required to report these transactions on the BE-180?
As a foreign resident and fund manager having transactions with a U.S. affiliate of a foreign company, am I required to report on the BE-180 benchmark form?
If a U.S. fund is managed by a foreign party, are the fund's transactions with foreign persons reportable on the BE-180?
Do the equity partners in a U.S. fund have to file the BE- 180?
I am a U.S. custodian. Do I need to report payments of brokerage fees and commissions?
My company purchased equity brokerage services from three countries: $100 thousand from Norway, $400 thousand from the United Kingdom, and $300 thousand from Venezuela (totaling $800 thousand). How should I report the data on the BE-180?
We provide financial services to one of our foreign affiliates. Are these transactions reportable on the BE- 180?
How should financial service transactions with international organizations be reported on the BE-180?
How do I report additional countries on Schedule A and/or Schedule B?
How should I report if my company was acquired by another company in fiscal year 2014?
I believe I am exempt from filing data on both Schedules A and B of the BE-180 survey. What should I do?
We receive interest payments from a foreign corporation. Do we report the interest received under credit-related services on the BE-180?
How do I indicate on the BE-180 which type of financial services I am selling/purchasing?
Should I net purchases against sales on the BE-180?
Are estimates acceptable on the BE-180 survey?
How should I round currency amounts on the BE-180?
Should I report on an accrual basis or cash basis on the BE-180?
