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How does the filing system of private equity fund change the trustee?
This needs to contact the original custodian to discuss the details of hosting changes. After the new custodian signs a contract and opens a custody account, the funds of the original product will be transferred to the custodian, and the shareholder card will be transferred to the new brokerage in the sales department, and the funds of the original custodian will be transferred to the new custodian. The contract must be re-signed with the customer.