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ARTICLE · 28 FEBRUARY 2022

Upcoming Form SHC Filing Deadline

Haynes and Boone, L.L.P.
Haynes and Boone, L.L.P.
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Haynes and Boone, L.L.P.

Haynes and Boone, L.L.P.

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Every five years, the Department of Treasury, with the assistance of the Board of Governors of the Federal Reserve Bank of New York ("FRBNY"), conducts its mandatory benchmark survey of U.S. ownership of foreign securities on its Treasury International Capital Form SHC.

United StatesFinance and Banking
Shelley Rosensweig
Shelley Rosensweig
Dillard Pinkston
Dillard Pinkston

Every five years, the Department of Treasury, with the assistance of the Board of Governors of the Federal Reserve Bank of New York ("FRBNY"), conducts its mandatory benchmark survey of U.S. ownership of foreign securities on its Treasury International Capital Form SHC ("Form SHC"). The collected data is used by the government, among other things, to formulate international economic and financial policies by considering the international investment position of the United States as a whole. Under this filing, various U.S.-resident investment managers, custodians, and other end investors are required to file this Form SHC through the FRBNY by March 4, 2022.

WHO IS REQUIRED TO FILE A FORM SHC?

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