Party Links Has the reporting party engaged an independent custodian for funds under management? A choice of TRUE/FALSE values. TRUE = The reporting party has engaged an independent custodian for funds under management. FALSE = The reporting party has not engaged an independent custodian for funds under management. Service Provider Custodian Indicator Has the reporting party engaged an external administrator for the fund? A choice of TRUE/FALSE values. TRUE = The reporting party has engaged an external administrator for the fund. FALSE = The reporting party has not engaged an external administrator for the fund. Service Provider External Administrator Indicator Has the reporting party has engaged an external investment manager for funds under management? A choice of TRUE/FALSE values. TRUE =The reporting party has engaged an external investment manager for funds under management. FALSE = The reporting party has not engaged an external investment manager for funds under management. Service Provider External Investment Manager Indicator Has the reporting party engaged the services of any other service provider not included in the applicable list on SRF_250_0 or SRF_340_0? A choice of TRUE/FALSE values. TRUE = The reporting party has engaged the services of any other service provider not included in the applicable list on SRF_250_0 or SRF_340_0. FALSE = The reporting party has not engaged the services of any other service provider not included in the applicable list on SRF_250_0 or SRF_340_0. Service Provider Other Used SRF 250 0 And SRF 340 0 Indicator Provide the relevant description of any other service(s) provided to the reporting party during the relevant period. The enumerated values are: Accountant Actuary Insurer Lawyer Investment Advisor Other Advisor Service Provider Role Code Where the reporting party has a corporate trustee, indicate whom the director of the corporate trustee is representing. An individual may represent one and only one of the following: Employer - where the individual is an employer representative. Member - where the individual is a member representative. Independent - where the individual is an independent trustee (i.e. a trustee who does not represent members or employers, but not a director of a professional trustee company.) Professional - for directors of a professional trustee company. Service Provider Trustee Representation Code