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News & Press: State Legislative and Regulatory News

Wisconsin updates holder reporting guide

Monday, October 10, 2016   (0 Comments)
Posted by: Emily Lee
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Wisconsin recently published a new holder reporting guide. Here are the updates included in the new guide:

  • Safe deposit box contents can now be sent at the same time as your holder report but should be submitted no later than Feb. 15, 2017
  • Guidelines have been provided for correcting previously submitted reports
  • New account numbers for reporting securities

Annual reports are due to Wisconsin by Nov. 1, 2016.


Download the updated guide.


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