Overview
The Statistics Function of the Federal Reserve Bank of New York will host a full-day training seminar on how to complete the "Report of U.S. Ownership of Foreign Securities Including Selected Money Market Instruments."

• U.S. resident custodians who own or manage foreign securities
• U.S. resident investors who own or manage foreign securities

Date and Time
The seminar will be held on Wednesday, November 12, 2003 from 9:00 am to 1:00 pm.

Location
The Federal Reserve Bank of New York
33 Liberty Street
12th Floor Conference Center
Entrance to the conference center is on the 13th floor.

The seminar will be available live via the Internet at:
http://www.visualwebcaster.com/event.asp?id=17545

Presentation Handout Materials

• Visuals (MS Powerpoint - 1.08 MB)
• SHCA forms and instructions
• Key Issues for Reporters 3 page/16kb
• Guidelines for Preparing an Error-Free Report 12 page/91kb
• Key Issues for Software Developers 2 page/10kb
• Reincorporated Companies 2 page/7kb

More Information
The seminar will be available for viewing on the Internet for at least 30 days after the presentation.

The seminar is designed to educate firms on the reporting requirements. The seminar assumes a familiarity with investment practices and provides a detailed discussion of foreign securities, together with descriptions and samples of the schedules and other informational tools.

Representatives of the Statistics Function and the Board of Governors will describe in detail the methodology of identifying reportable securities, as well as pertinent reporting requirements and the technical requirements for submitting the data.

Light snacks will be available. There will not be a lunch break and attendees will not have access to the bank's cafeteria. The dress code is business casual.

For more information, please contact Richard McGee at richard.mcgee@ny.frb.org or at (212) 720-6717.