Glossary Guide

FOREIGN-RESIDENT CUSTODIAN

A custodian located outside the United States, including a foreign affiliate of a U.S. custodian. Reporters should determine the location…

5 years ago

FOREIGN-RESIDENT AFFILIATE

Any foreign-resident entity for which the reporter owns, directly or indirectly, 10 percent or more of its voting equity (or…

5 years ago

FOREIGN SUBCUSTODIAN

A foreign institution that holds in safekeeping foreign securities for a U.S. resident custodian.

5 years ago

FOREIGN SECURITIES

Securities issued by entities established under the laws of a foreign country (i.e., legally incorporated, otherwise legally organized, or licensed…

5 years ago

FOREIGN RESIDENT (FOREIGN, FOREIGNER)

Any individual, corporation, or other organization legally established outside the United States, regardless of the actual center of economic activity…

5 years ago

FOREIGN OFFICIAL INSTITUTIONS (FOI)

A foreign official institution includes the following: Treasuries, including ministries of finance, or corresponding departments of national governments; central banks;…

5 years ago

FOREIGN BANK

A bank located in a foreign country and organized under the laws of that country.

5 years ago

FINANCING LEASE

A lease is an agreement that transfers the right to use an asset for a specified period of time. Follow…

5 years ago

FINANCIAL ORGANIZATION

Any organization that is principally engaged in providing financial services to other organizations and households. This includes but is not…

5 years ago

FINANCIAL INTERMEDIARY

An organization or part thereof (e.g., subsidiary or other operating unit) whose major activity is to raise or otherwise obtain…

5 years ago