The Underlying Firm Symbol (UFS) provides a standard method of identifying intermediaries involved in providing service to a mutual fund account.
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Social Codes
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Chapter 4 Status Codes
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Country Codes
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Mutual Fund Services by Fund
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Mutual Fund Services by Firm
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Trust Processing Contact List
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UFS Deletions and Modifications List
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Underlying Firm Symbol (UFS) List
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Communicating Negative Rate & Share Cancellation Activity for CNAV Money Market Funds: Best Practices
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Money Market User Guide
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Interval Funds: Repurchase Processing User Guide & Best Practices
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Matrix Level Guide
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Cost Basis Reporting Service (CBRS) Supplemental Guide for Mutual Funds
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New Account / Account Maintenance Transparency Enhancements – Best Practices
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UFS Request and Maintenance Form
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Underlying Firm Symbol (UFS) Guide
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Trust Processing Best Practices
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DTCC Mutual Fund Services Webinar - Money Market Reform Enhancements
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State Codes
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