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Safekeeping

Definition:

The process of securely holding and storing financial assets, such as securities certificates, electronic records, and other valuables, to protect them from theft, loss, or damage. Custodians offer safekeeping services to institutional investors by maintaining custody of their investment holdings in accordance with industry best practices and regulatory standards.

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Alliance Advisors is an independent advisory firm focused on Shareholder Meeting Advisory, Shareholder Engagement, Compensation, Governance & Sustainability services through our global network.

We go beyond, from development to execution of bold, client-first strategies, resulting in winning outcomes.

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